As you probably know by now, the Flow is the mothership of marketing automation. Being a mothership, it may take some time to construct the perfect one. Thanks to our duplicate method though, a single Flow campaign can be fully copied. Then, with just a few simple tweaks - it'll be ready to "launch"! 🚀
Let's see which Flow blocks are easily duplicated and which ones require attention.
Tip: Basically, the parts that aren't duplicated are only those that will not make sense to duplicate them - such as campaign senders or imported contacts.
Campaign entries blocks
- New Entry - it is duplicated, but its Flow ID is of course changed with the new Flow ID.
- Contacts - Segments, Smart Segments, and Campaigns segments are duplicated. However, imported contacts are not duplicated, as a different user of the Flow may want to import new contacts.
- Page - in the duplicated flow, you'll see a copy of the page. You need to either finalize or swap this copy. Finalize means to add and keep the original content to a template of your choice. Swap means to swap the original with another campaign. The title, description, tags, and restrictions of the original page in both cases are duplicated.
- SMS in - the SMS keywords are not duplicated.
- API Entry - the mapping of the API Entry block is duplicated.
- File Import - the contacts imported via the Import block are not duplicated.
- External form - the mapping of the External form is duplicated.
Timing & Split blocks
- Wait - all the values in this block are duplicated.
- Split - all the values in this block are duplicated.
Communication blocks
- Email/SMS/Print blocks - same as the Page block - you'd need to either finalize or swap the campaign. Again, with finalize, you'd keep the original content and you'd just need to add it to a template of your choice. The subject, preheader, tags, sender, and the campaign name are duplicated, but there is a "-copy" added at the end of the campaign name to be more distinguishable if the user wants to change the name.
Status check blocks
- Check email/SMS/Page status - the values (opened, clicked, etc.) are duplicated, but the selected document is not. You first need to resolve (finalize or swap) the communication blocks. EX: In the original Flow, a Check Page status block is connected to a Page block. In the duplicated Flow, the Check Page Status block will still show the document from the Page block, but after it is finalized or swapped.
- Contacts match - all the values are duplicated, including the matched segment.
Updates & alerts blocks
- Update contacts - all the values are duplicated, with the same tags and segments as the original.
- Add to campaign - does not duplicate the originally-selected campaign, you'd have to select a campaign manually.
- Send report/alert - all the values in these blocks are duplicated.
Note: Let's say in the original Flow, you have an email with a button that links to a page from the same Flow. In the duplicated Flow, this connection will remain - the button in the new email will link to the new page, but only after you finalize them both.
- All the connections between the blocks are duplicated as they are in the original Flow.
- The campaign name and scheduled start/stop dates are duplicated unless they became historical dates at the duplication moment. Also, a duplicated Flow will always be set to an inactive status.
And these are all the details you need to know! Duplicating a full Flow campaign can and will save a lot of time because time is precious. 😉
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