Copying campaigns across workspaces
Copying campaigns across a workspace allows you to get a jumpstart on your message composition by starting with a copy of a campaign in a different workspace. This copy will remain as a draft until you edit and launch, helping you keep and build off your successful messaging strategies.
Copying campaigns across workspaces is generally available for the following supported channels: SMS, in-app messages, email, email templates, and Content Blocks. Other channel support will be coming soon.
How to copy a campaign
To copy a campaign across a workspace, select the gear icon next to the selected campaign, and click Copy to Workspace. After copying, we recommend reviewing and testing your campaign to ensure that all fields are working properly.
When you copy a campaign to a workspace, fields such as campaign name and description, variants, delivery schedule type, and conversion behaviors are copied. For email campaigns, fields such as email body, subject, and preheader are also copied over to the destination workspace.
Note that multi-channel campaigns with unsupported channels can’t be copied over to a workspace.
Copying campaigns that contain Liquid
For message bodies that include Liquid references, the references are copied over to a workspace, but they may not function as expected. This means if a campaign from Workspace A is copied to Workspace B, then Workspace B can’t reference Workspace A’s details, including Liquid references. For example, fields such as trigger actions and audience filters aren’t copied across workspaces.
Note the following Liquid references with dependencies when copying campaigns across workspaces:
- Catalog item tags
- Connected Content tags
- Content Blocks
- Custom attributes
- Preference centers
- Product recommendations
- Subscription state tags
- Voucher and promotion tags
When you copy a campaign across a workspace, Content Blocks won’t be copied. However, a Content Block can be referenced in the destination workspace if a block with the same name exists. Alternatively, you can create the Content Block (or these Liquid references) in the destination workspace to avoid errors when launching a campaign.
What’s copied across workspaces
Note the following is not a comprehensive list of what is copied across a workspace and what is omitted. As a best practice, check the campaign details and test to ensure your campaign works as expected.
|Conversion behaviors (nested)||Approvals|
|Quiet time configurations||Trigger schedule|
|Frequency capping configurations||Campaign summaries|
|Recipient subscription state|
|Type behavior||Workspace IDs|
|Campaign interaction||Campaign ID|
|Custom event name|
|Action types||Send count|
|Plain text||Link aliasing|
|HTML and drag-and-drop content|
|Email body||API IDs|
|HTML and drag-and-drop content||Tags|