Copy a Campaign to a New Location

You can create a copy of an existing campaign and save it to a different location within your CRM. This is useful for reusing a campaign setup in another part of your business or for creating a template to modify.

How to Copy a Campaign

To duplicate a campaign, follow these steps:

1. Navigate to the Campaigns section in your CRM's main menu.
2. Locate the campaign you wish to copy from your list.
3. Click the three-dot menu icon (the kebab or options menu) next to the campaign's name.
4. Select the option labeled Copy Campaign from the dropdown menu.

Selecting a New Location

After selecting to copy the campaign, a popup window will appear. Here, you must choose where to save the new copy.

• Use the dropdown menu to select a new location. This will typically be a different Sub-Account, Location, or Business Profile within your CRM.
• The name of the original campaign will be pre-filled for the copy. You can keep this name or type a new one for your duplicated campaign.
• Click the Copy button to complete the process. The new campaign will be created in the selected location and will appear in that location's campaign list.

The duplicated campaign will contain all the same settings, sequences, and configurations as the original. You can then edit this new copy independently without affecting the source campaign.