Keeping a record of changes to your Journeys and Lead Tracker ensures your team knows what was changed, when, and why — making it much easier to troubleshoot and build your automations.
Use the update log to track key details like the date, person who made the change, Journey and automation name, and the reason behind the update.
Fill in specific columns to document changes to tags, conditions, lead stages, SMS/email content, links, layout, booking URLs, and more. Dropdowns help keep entries consistent and easy to filter.
Download the Lead Tracker & Journey Update Log to start documenting updates across your automations.
Column | What to Enter |
Date Updated | When the change was made |
Updated By | Name of the person who made the update |
Journey Name | The Journey that was edited |
Automation Name | The specific automation block or step |
Notes | Any helpful context (e.g. “Client feedback” or “Urgent fix”) |
Reason for Change | Short description of why the change was made |
Link | Link to the automation or internal doc |
Tags / Tag Name | Choose from dropdowns: |
Conditions / Condition Name | Track if a condition was added, removed, or edited. Name the condition (e.g., |
Stage / Stage Name | Note if a lead stage was added, removed, or updated in an automation. Include the stage name (e.g., |
SMS & Email | Record if a message was added, removed, or edited. Include the step name or subject line. |
Link to Text | If a link was updated inside a text message or email, document it here |
Layout & Design | Note if an advanced layout was added or removed (e.g., images, buttons, formatting) |
Link to Design | If a design template or visual asset link was changed, add it here |
Service/Booking Links Updated | Track if any service or booking link was added or updated |
Other | Choose from dropdowns like |
Lead Tracker Update | Choose from dropdowns like |