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Duplicate a campaign
Updated over a week ago

Duplicating campaigns is handy if you need to send the same campaign to different patient segments, or if you only want to make small tweaks for your new campaign.

You can also create new campaigns from recent emails.

To make a copy of an email campaign:

  1. Click Campaigns to see your recent drafts and sent campaigns.

  2. Hover your cursor over the campaign you want to duplicate, then click the + icon that appears on the right.

The duplicate will be added to your list of saved drafts with (copy) added to the end of the campaign name. If you make more duplicates they will be called copy 2, copy 3, and so on.

After you have created a duplicate, click on the campaign name to open the campaign snapshot. If you need, click the Edit buttons or links to the right of each section to change the campaign and sender details, the campaign content, or recipients for the new version of the campaign.

To make changes to the plain text version of your campaign content, click the Edit link in the "Content" section, as highlighted in the image above.

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