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
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Open the campaign you’d like to copy in the Campaign Builder.
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Click the campaign name in the top-left corner to open the dropdown menu.
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Select make copy of campaign from the dropdown.
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In the pop-up, enter a new name for your campaign copy.
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Choose whether to:
- Make Copy: Create a new list for entries.
- Keep Existing: Use the same list as the original campaign.
- (Optional) For ShortStack for Teams, check the box(s) to copy permissions for the campaign and list so team members can access the copied 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
Available on Pro Plan or higher.
If you’d like to save a campaign as a template for future use, follow these steps:
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Open the Campaign you'd like to make a template in the Campaign Builder.
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Click the campaign name in the top-left corner to open the dropdown menu.
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Select make template from campaign.
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In the pop-up, enter a new name for your custom template.
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(Optional) Add tags to organize your content. Separate multiple tags with commas.
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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.
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Click Create Template.
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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:
From the Templates Manager:
- Open the Templates Manager.
- Find your custom template and click the
icon to create a new campaign from it.
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.