Copy a Campaign

Copying a campaign is essential as it allows for the duplication of all pertinent settings within the campaign, including the Engagement Form, Lead Distribution Settings, and Basic Details.

Steps:

1. Go to Pipeline > Type of Pipeline. 2. On the right-hand section, there is a list of all the campaigns you have created within that specific type or category of campaign.

3. A menu icon (three dots) is present against every campaign. 4. Select the menu icon present against the campaign that you want to Copy. 5. A tab will appear with three options: Copy, View Logs, and Delete.

6. Select the ‘Copy’ option.

7. A menu bar will appear asking for ‘Proceed To Copy Campaign’.

8. Click on ‘Copy’ to copy the particular Campaign.

9. Subsequently, a new campaign will be generated, inheriting all the settings copied from the previous campaign.