Steps To Copy A Campaign

You can copy a campaign that you have previously created, rather than recreating a new campaign from scratch. This saves you a lot of time and is especially helpful if you are running the same campaign for different leads.

1. Copying A Campaign

- Go to Campaigns, specifically to your list of "My Campaigns"

- Choose the Campaign that you want to Copy

- Select Actions → Copy Campaign

- In the popup window, name the copied campaign and click Save.

Note: The system will allow you to have duplicate campaigns with the same name, but we recommend as a best practice that you name each one uniquely so as to not get confused when setting up triggers and other aspects of the system. Consider adding a number or "copy" or "test" into the title, such as Campaign A, Campaign A copy, Campaign A test 6/7/21, etc. to keep them separate.

All Copied Campaigns are set in ‘Drafts’ by default. Once you copy a campaign, ensure that you 'Activate' it in order to use it!