Copy a Campaign

There are occasions when we need to 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.

This streamlined process helps to save significant time and effort in order to create new campaigns with the same settings.


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.

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