How to Copy a Campaign in Customer.io
When it comes to creating a powerful email strategy, you need to make a lot of different email campaigns. For example, Union recommends having a unique campaign for any way a student could enter into your business (i.e. purchased a pass/subscription). You'll likely want to have different customer journeys on top of these (i.e. win-back, one class remaining, cancelation campaigns).
Yeah, that’s a lot of campaigns.
The good news is, you don’t need 100% original content for each campaign. Instead, you can copy full campaigns or elements of a previously built campaign into a new one and make small tweaks that speak to the audience who will be seeing this funnel.
| How to Copy Workflows | Visual Support |
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Create a New Campaign |
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Add an identifiable name. *We recommend adding tags |
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Choose the trigger for this campaign. *We advise using segments 99% of the time. |
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If your campaign has an action you want them to complete, choose your goal and exit strategy. This is not required, but recommended. *We advise using segments for your goal, which helps with the exit . |
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| Click Copy Campaign |
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| Search for the campaign you would like to copy |
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| You can copy the Entire Workflow... |
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...or click to select specific elements. *Pro-tip: if you're wanting multiple elements, hold the Shift key on your key board and click each element |
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Once you have the copied items, you'll click (+) to drop into your new campaign. From here, you can either copy from other workflows or customize your new campaign by updating the order, editing the name or context of the email, or adding new content/messages! |
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