If a client received an automation but no longer appears to meet the criteria, it's possible the logic was edited after the message was sent. This article walks through how to confirm when the automation triggered, whether conditions have changed since then, and how to track what version of the logic was active at the time.
1. Check the Date and Time the Automation Was Sent
Start by reviewing when the automation message was sent to the client.
You can find this in two places:
Under the Client Profile > Communications tab, or
In the Marketing Suite Reports, by selecting the report tied to the automation.
Note the exact date and time (e.g., July 10 at 12:50 PM PT).
2. Review the Automation’s Update History
Next, go to the Journey where the automation lives to check if it was edited after the message was sent.
Here’s how to find that:
Navigate to the Marketing Suite
Select the three dots on the far right of the Journey and select Edit Journey
Select an Automation
Each condition and action block will show a timestamp for when it was last updated.
Compare these timestamps to the time the automation message was sent.
If the automation was edited after the message sent, you’re now seeing an updated version — not necessarily the one that was live at the time of trigger.
3. Compare Timing to Determine Logic at Time of Send
If the message was sent before the most recent edits, the client may have qualified under a different set of logic.
Unfortunately, Walla does not currently store historical versions of automation conditions.
That means unless you or someone on the team documented the original logic (e.g., with a screenshot), you’ll need to make an educated guess based on the timing.
4. Understand Qualification Logic May Have Changed
Just because a client doesn’t qualify now, doesn’t mean they didn’t qualify at the time the automation triggered.
If conditions have been edited multiple times, the same client might qualify one day and not the next.
This makes it especially important to track changes and confirm logic if something seems off.
What To Do When a Client Received an Automation and Should Not Have
Step 1 | Check when the message was sent under Communications Tab |
Step 2 | Go to Journeys → Select an Automation → View update timestamps on conditions |
Step 3 | Compare send time vs. update time |
Step 4 | Determine whether logic changes may have affected eligibility |
Step 5 | Document your best guess if the original logic isn’t available |
Document Your Automation Changes
To save yourself (and the team) from future confusion:
Take a screenshot anytime you make a change to automation logic or setup.
Keep a simple change log whenever your team makes updates.
Include who made the change, what changed, and when — even if it’s just a quick bullet.
