Replicate a Campaign or Automation Workflow

This feature requires Author user level or higher.

Use the Replicate option to create a copy of any draft or sent campaign in your account. When you replicate a campaign or Automation workflow, you create an exact duplicate of the original.

In this article, you'll learn how to replicate the different types of campaigns or an Automation workflow.

Replicate a Regular, Plain-Text, or A/B Testing Campaign

When you replicate a campaign, some advanced campaign specifications, like social settings from the Setup step of the Campaign Builder, don't carry over and must be reapplied in the new copy of the campaign.

To replicate a Regular, Plain-text, or A/B Testing Campaign, follow these steps.

  1. Navigate to the Campaigns page.
  2. Click the drop-down menu for the campaign you want to copy and select Replicate.
  3. The replicated copy opens to the Recipients step of the Campaign Builder. Continue through the Campaign Builder.

All replicated versions are stored in the Campaigns page and display the name of the original campaign, followed by (copy ##). You can change the campaign name on the Setup step of the Campaign Builder.

Replicate an RSS-Driven Campaign

RSS-Driven Campaigns are different from other types of campaigns. When you create an RSS-Driven Campaign, it's considered the parent campaign. Each resulting RSS email your subscribers receive are child campaigns.

You can view and replicate both parent and child RSS campaigns from the Campaigns page, but the process to replicate each is different. When you replicate a parent RSS campaign, you copy the RSS merge tags and sending settings for that campaign. When you replicate a child RSS campaign, you create a copy of the child campaign's content, from that particular date and time.

To replicate parent or child RSS-Driven Campaigns, follow these steps.

Replicate a Parent Campaign

Follow the steps below to replicate a parent RSS-Driven Campaign. Some advanced campaign specifications, like social settings from the Setup step of the Campaign Builder, don't carry over and must be reapplied in the new copy of the campaign.

  1. Navigate to the Campaigns page.
  2. Click the Filter drop-down menu to narrow the campaigns shown. In the Status drop-down menu, choose Sent or Draft and under Type, choose RSS-Driven Campaign. Then, select the List for the RSS campaign you want to replicate. After you’ve set your filters, click Apply.
  3. Click the drop-down menu for the RSS parent campaign you want to copy, and choose Replicate.
  4. The replicated copy opens to the Recipients step of the Campaign Builder. Move through the steps to review or make changes before you send to your subscribers.

Replicate a Child Campaign

When you replicate a child campaign, you’ll produce an exact copy of that child campaign. If you attempt to change the template or access the Design step, your replicated content will be replaced with default template content.

To build a new campaign with RSS content, create a campaign and use RSS feed tags.

To replicate a child campaign, follow these steps.

  1. Navigate to the Campaigns page.
  2. Click the Filter drop-down menu to narrow the campaigns shown. In the Status drop-down menu, choose Sent, and under Type, choose RSS-Driven Campaign. Then , select the List for the RSS campaign you want to replicate. After you've set your filters, click Apply.
  3. Locate the RSS parent of the child campaign you want to replicate, and then click Sent Campaigns.
  4. Locate the child campaign you want to copy, click the drop-down menu, and select Replicate.

The replicated copy opens to the Recipients step of the Campaign Builder. Click the Setup step to edit the settings of your campaign, and then click Confirm to navigate to the Confirm step of the Campaign Builder and send to your subscribers.

Replicate an Automation Workflow

When you replicate an Automation workflow, it will copy the workflow settings and each email in the workflow. However, if you enabled Salesforce, Highrise, or Capsule tracking options on the Setup step, you will need to select those again in your replicated workflow. To replicate an Automation workflow, follow these steps.

  1. Navigate to the Automation page.
  2. Click the drop-down menu next to the list you want to work with, and choose Replicate.
    List drop-down menu with the cursor selecting the Replicate option.
  3. The replicated copy will open to the Recipients step in the Campaign Builder. Continue through the Campaign Builder.

 

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