Copying Campaigns

Copying campaigns

How to copy campaigns

Copy campaigns by clicking the copy button next to your target campaign in the View Campaigns page.

Then, set the destination as the same as the location of the original campaign. 

How to copy campaigns between environments 

Copy campaigns between sites, for example, from the developer site to the production site.

You can use this functionality to also duplicate a campaign on the same site. You would have to select the same site name from the dropdown to achieve this functionality.

As displayed above, you can also set the URL on which the copied campaign is supposed to be displayed on. Please note that you would have to create a Named Page (URL) under Intelligence -> Named Features, in the destination site (the site to which you are copying the campaign to) to ensure that the Named Page (URL) shows up as an option in the second dropdown while copying a campaign (in the GIF above, 'Hello' is a Named Page that I have already created in the destination site 'Sashank's New Account').

Modals

Once you copy a modal campaign, such as an announcement, or survey, edit the campaign so that it displays on the correct URL of your new site.

Guided Tours

Once you copy a guided tour campaign, edit the entire guided tour in the Tour Step Wizard of the page it should display on. If the elements between your development site and your production site vary, your guided tour will break. So, it is important to verify that each tour step is pointing to the correct element in your production site.