To duplicate a Journey, click the three-dot menu on the Journey card and select "Duplicate." The creation form will open pre-filled with the original details, allowing for modifications before publishing.
What:
- Introduces an option to duplicate existing Journeys and templates directly from the Journey card menu (3 dots).
- Opens the Journey creation form pre-filled with the original Journey’s details for quick modifications.
Why:
- Save Time: Simplifies the process of creating similar campaigns by reusing existing Journeys.
- User Convenience: Reduces manual effort and ensures consistency by pre-populating fields with the original Journey’s information.
- Error Reduction: Helps users avoid unintentional changes to the original Journey by working from a duplicate.
How:
- From the Journey card, click the three dots (...) menu.
- Select the Duplicate option.
- The Journey creation form will open, pre-filled with the original Journey’s details. Users can modify the details before publishing.
Use cases:
- Seasonal Campaign Reuse
- A nonprofit runs a successful year-end fundraising campaign and wants to create a similar one for an upcoming event (e.g., Memorial Day).
- Benefit: Allows quick replication of proven campaigns with minor adjustments, saving time and ensuring consistency.
- A/B Testing of Journeys
- A nonprofit wants to test variations of a Journey (e.g., different messages, call-to-action buttons, or time delays) to determine the most effective flow.
- Benefit: Facilitates rapid A/B testing by duplicating Journeys and adjusting specific elements for comparison.
- Backup Before Major Edits
- Before making significant changes to an active Journey, a user duplicates the original as a backup to preserve its current state.
- Benefit: Reduces risk and allows a fallback option if changes don’t perform as expected.
- Streamlining Team Collaboration
- One team member creates a Journey that another team member needs to use as a starting point for a separate initiative.
- Benefit: Encourages collaboration by enabling teams to share and reuse successful templates.
- Iterating on Successful Journeys
- After analyzing the metrics of a successful Journey, a nonprofit wants to duplicate it and introduce minor improvements (e.g., shorter delays or updated messaging).
- Benefit: Promotes iteration and continuous improvement without impacting the original Journey.
FAQs
1. Can I duplicate any Journey or template?
2. What happens to the original Journey after duplication?
3. Can I modify the duplicate before launching?
4. What if I forget to rename the duplicate?
5. Will metrics be carried over to the duplicate?
6. Can I duplicate Journeys linked to Acquire tools?
7. Does this feature support duplicating time delays or conditions?
8. Can I delete the duplicate without affecting the original?
9. Can I duplicate a Journey multiple times?
10. Are unpublished drafts included when duplicating templates?
11. Can I see which Journey was duplicated from another?