Replicate a Marketing Automation Flow

Copy Article URL

Copied

Replicate a marketing automation flow to reuse it with any of your existing audiences. When you replicate a flow, we duplicate the flow’s triggers, rules, and actions - including email and sms content.

In this article, you'll learn how to replicate a marketing automation flow.

Before you start

Here are some things to know before you begin this process.

• An automation flow can only be replicated to another audience that meets the same requirement for the original trigger. For example, if your flow has a ‘specific date’ trigger, the audience connected to the replicated flow must also have a ‘specific date’ field.
• When you replicate a flow to another audience, be sure to update any rules and actions that use groups, tags, or audience fields.

Replicate an automation flow

To replicate an automation flow, follow these steps.

1. Click Automations.
2. Click the drop-down for the flow you want to copy and choose Replicate.
3. Enter a Name in the Replicate a flow modal. Then, if you have more than one audience, click the drop-down to choose an Audience.

Nice work! When you’re ready, edit the replicated flow to change the name and update the steps.