Copying a Campaign

Step 1. Find and select the Campaign you want to copy.

From the Project page:

Step 1a. Select the ellipses (three dots) next to the Campaign name on the Campaign list.
Step 1a-2. Select the "Copy" button at the top-right corner of the page.

From the Campaign page:

Step 1b. Select the "Copy" button at the top-right corner of the page.

Step 2. On the Copy pop-up menu, complete the following actions: 

  • Name your new Campaign. The default campaign name will be "Copy of [old campaign name]".
  • Select the Sender of the new copied campaign. The default sender is yourself "Me". Please note, if you do not already have permissions, as indicated by the person icon with a \ across, refer to this article on requesting permission.
  • Select the Reply Handler of the new copied campaign. The default sender is yourself "Me".
  • Then select "Next".

Step 3. On the First Message menu, edit the Subject Line, the email addresses of CC/BCC recipients, the variables and the messaging as necessary.

Step 4. Select the "Preview" tab to view a potential First Message outreach with the variables replaced with placeholder text.

Step 5. Select "Create new campaign" and you have completed copying a campaign.

Please note any settings (Email tracking, Send Days, etc.) attached to the old campaign will be copied over to the new campaign.

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