***NEW***

Churches asked for the ability to clone campaigns across campuses. They wanted to run the exact same campaigns at each campus but with different staff/follow up groups being triggered.

Your PastorsLine team has put this feature in place.

When you click on Clone (file pages icon) on the campaign toolbar, the pop-up window will offer the other organizations you are linked with. You can clone your campaign by selecting the organization(s) you require.

Here is what the new pop-up window looks like:

And now, back to our regularly scheduled Help Desk item....

[Note: updated video in process.]

How to Clone your Campaigns

Step 1: Go to your Campaigns page. Find the campaign you wish to clone. At the moment, it must be either an Automated or Data Capture campaign. 

Step 2: Click on the Clone icon (which looks like several sheets of paper one after the other, yellow arrow above). The Clone Data Capture Campaign box will open. In this case, it is for an AMC because that is the type of campaign we are cloning.

Step 3: Click on Yes to confirm.

The page that opens will show your cloned campaign. You will note that all the verbiage and settings will be identical to your original campaign. 

Step 4: Give your new (cloned) campaign a name (yellow box below).

NOTE: At this point, you could just rename your campaign and click on Save.

Let's say, for example, that you don't have time to finish everything and plan to come back to it later. Or, perhaps, you are not sure exactly how you want to set things up but just wanted to get everything started.

Here is what happens if you do that:

a. The Campaign Details page opens up. In this case, we cloned an automated message campaign (AMC). Note that besides the new name (Put your new name here as above), there are no other details. That is because we haven't set them yet. However, this new (cloned) campaign is in the system and ready to be organized further.

b. If we go back to the Campaigns page, we will see the new (cloned) campaign is a Draft (yellow box below). This reminds us that it is not yet operational.

When you are ready to continue setting up a draft campaign, just click on Edit (pencil icon, blue box below).


OK, back to setting up our new (cloned) campaign...

We have already given our campaign a name. Now we need to set the triggers and messages.

Step 5: Click on EDIT TRIGGERS (yellow box above). The Edit Triggers box will pop up.

Choose the group with whom you wish to connect this cloned campaign. The group selected must already have a keyword. If the group does not yet have a keyword, you will need to create one in the Group Settings. Once you select the group, Create Keyword will automatically be populated with their keyword. Click Save

Step 6: Review the remainder of the settings, making tweaks as desired. 

Step 7: To finish the process, click on Save.

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