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V3: How to Clone your Campaigns
V3: How to Clone your Campaigns

How to Clone your Campaigns, polls, data captures (DC) and automated messages (AMC). Also, explains "draft" status of a campaign.

Anne Heath avatar
Written by Anne Heath
Updated over a week ago

How to Clone your Campaigns

Step 1: Go to your Campaigns page. Find the campaign you wish to clone.


Click on Campaigns (lighting bolt icon, turquoise box in image below).


From your Dashboard, in the Add New section (turquoise box in image below), click on Campaign.

Step 2: Click on the Clone icon (which looks like files or several sheets of paper one after the other, brown box above). Note that if you see the Clone icon on the Campaign detail line, it means you can clone that campaign:

A window will pop up for you to choose which organization / account you want to clone this campaign to. It will say (current) for the organization / account you are currently logged into.

Step 3: 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.

To take advantage of this feature, click on the organization which should receive the cloned campaign.

Step 4: Click on Yes to confirm.

The page that opens will show your cloned campaign.

The pages will look slightly different depending on the campaign you are cloning. However, you will note that all the verbiage and settings will be identical to your original campaign. 

Basically, you just change whatever needs to be changed and click on SAVE.

Here is an example with an Automated Messages Campaign (AMC).

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.

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

Review the remainder of the settings, making tweaks as desired. 

To finish the process, click on Save.

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