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Copying a Campaign

These features available on All Plans (except where noted)

Overview

Sometimes, it’s easier to copy an existing campaign instead of starting from scratch. ShortStack makes this process simple, and if you anticipate reusing a campaign multiple times, you can save it as a custom template (available on the Pro Plan or higher).

Copying a Campaign

Steps to Copy a Campaign

  1. Open the Campaign:

    • Open the campaign you’d like to copy in the Campaign Builder.

  2. Access Campaign Options:

    • Click the campaign name in the top-left corner to open the dropdown menu.

  3. Select Copy Option:

    • Choose Make copy of campaign from the dropdown.

  4. Finalize Copy Options:

    • In the pop-up:
      • Enter a new name for your campaign copy.
      • Choose whether to:
        • Make Copy: Create a new list for entries.
        • Keep Existing: Use the same list as the original campaign.
      • For ShortStack for Teams (Pro Plan or higher), check the box to copy permissions so the same team members have access to the copied campaign.

  5. Copy the Campaign:

    • Click Copy Campaign.
    • You’ll be redirected to the copied campaign in the Campaign Builder, ready for editing.

Creating and Using a Custom Template

This feature available on the Pro Plan

Creating a Custom Template

If you’d like to save a campaign as a template for future use, follow these steps:

  1. Open the Campaign:

    • Open the campaign you’d like to save as a template in the Campaign Builder.

  2. Access Campaign Options:

    • Click the campaign name in the top-left corner to open the dropdown menu.

  3. Select Template Option:

    • Choose Make template from campaign.

  4. Finalize Template Options:

    • In the pop-up:
      • Enter a new name for your custom template.
      • (Optional) Add tags to organize your content. Separate multiple tags with commas.
      • Choose whether to:
        • Make Copy: Create a new list for campaigns made with the template.
        • Keep Existing: Use the same list as the original campaign.

  5. Save the Template:

    • Click Create Template.
    • A notification will appear, prompting you to visit the Templates Manager to view and manage your new template.

Using a Custom Template

There are two ways to use your custom template:

  1. From the Templates Manager:

    • Open the Templates Manager.
    • Find your custom template and click the mceclip9.png icon to create a new campaign from it.

  2. From the Template Gallery:

    • Start a new campaign as usual.
    • In the Template Gallery, click the Private button to view your personal custom templates.
    • Select the desired template and click Use This Template.



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