To save time, you can copy an existing automation to create a new automation.
The new automation uses the same entry source and filters as the original automation. It also includes the same actions and time delays in the same order. In the new automation, you can:
Select a new entry source
Edit the entry source filters and settings
Add, edit, or remove actions and time delays
In the new automation, the analytics (constituent counts) reset to zero.
Before You Begin
Before you copy, edit, and publish the new automation:
For donation automations, plan how this automation will replace any current acknowledgement method so you don’t send multiple acknowledgements for the same payment.
Copy Automations
You can copy running, paused, draft, and archived automations.
To copy an automation:
Click Communications.
Click Journey Automation.
In the Automations list, click the automation.
Click Action.
Select Copy.
To find the copied automation, click the Drafts filter. The word “copy” appears at the end of the automation name. You can edit the automation name.
Edit the entry source or select a different entry source. If you copied a group-based automation, and the group no longer exists, you must select a new group in the entry source settings.
Add, edit, or delete email actions.
Add, edit, or delete task actions.
Add, edit, or delete time delays.
When you’re ready for constituents to enter the automation, click Save and Publish.
If this is a donation automation, set the priority.
The automation appears in the list with the Running label.