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Copying a Campaign

These features available on All Plans (except where noted)

There are times when it might be easier to copy an existing campaign you've already created instead of starting over from scratch. No worries! Copying a campaign is super easy; additionally, if you see yourself using that campaign multiple times in the future, you can save it as a custom template (available on the Pro Plan or higher).

Copying

To copy a campaign:

  1. Start by opening the campaign you'd like to copy in the Campaign Builder.
  2. Next, click on the name of your campaign in the top-left corner. A drop-down will appear with campaign options.
  3. Select Make copy of campaign.
  4. You'll now want to finalize your options in the next pop-up. Create a new name for your campaign copy using the field.
  5. The pop-up also asks if you'd like to copy the connected lists; select Make Copy if you would like the new campaign to collect entries in a new list. Select Keep Existing if you would like entries in the new campaign to be added to the same list as the original campaign.
  6. If you are using ShortStack for Teams (available on the Pro Plan or higher) to share your account content, the following checkbox allows you to copy the permissions in use for the campaign - meaning the same team members that had access to the original campaign will have access to the copy.
  7. When finished, click Copy Campaign, and you'll be directed to your new copy in the Campaign Builder, ready for editing.

 

Creating and Using a Custom Template

This feature available on the Pro Plan

Creating the Template

If you'd like to save a campaign as a custom template for easy recreation in the future, that's a snap as well:

  1. Start again by pulling up the campaign you'd like to template-ize in the Campaign Builder.
  2. Next, click on the name of your campaign in the top-left corner. A drop-down will appear with campaign options.
  3. Select Make template from campaign.
  4. You'll now want to finalize your options in the next pop-up. Create a new name for your custom template using the field.
  5. If you are using tags to organize your content, you can add those in the next field; when adding multiple tags, just make sure to separate them with commas.
  6. The pop-up also asks if you'd like to copy the connected lists; select Make Copy if you would like the new campaigns made with your custom template to collect entries in a new list. Select Keep Existing if you would like entries to be added to the same list as the original campaign.
  7. When finished, click Create Template.

You'll see a notification pop up at the top of the screen letting you know to visit the Templates Manager to view and work with your new template.

Using the Template

There are two different ways to use your new custom template. The first is to visit your Templates Manager. When in the Manager, click on the mceclip9.png icon to create a new campaign from the selected template.

The other way to find your custom templates is in the Template Gallery. Start a new campaign like normal, then simply click the Private button near the top to view your personal library of custom templates. Then, just like with any other template, click to select the custom template you'd like to use and click Use This Template.

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