Duplicate a campaign

A review cycle, an open enrolment window or a holiday calendar comes round every year with the same shape and new dates. Duplicating the campaign keeps the messages and spacing and moves everything to the new reference date.

Before you start

• The campaign exists on Activity, Campaigns, in any state, including Complete.

Steps

1. In Pyn, open Activity in the left navigation, then select Campaigns.

2. Use the calendar arrows to reach the period of the original campaign, then select it in the sidebar (or the pencil next to it) to open its panel.

3. Select the menu in the panel header, then Duplicate. The Duplicate Campaign Enrollment dialog opens with the Title set to the original’s title followed by an asterisk.

4. Edit the Title, for example Mid-year reviews 2027, and set the new Reference Date.

5. Leave Recalculate Step Dates on (Step dates will shift to match the new reference date) so a step that was three days after the old date is three days after the new one. Turn it off to copy the dates as they are.

6. Set Keep Recipients: on copies the recipients of every step from the original; off (No recipients will be copied) leaves each step’s To empty for you to fill.

7. Select Duplicate. The new campaign opens in the panel.

Note

The copy is created paused with every step in Draft, whatever state the original was in, and nothing it sent is copied. Open each step, check the date and recipients, and set it to Automated when you are ready.

What you should see

The new campaign appears on the calendar at its new reference date with the same colour and emoji, its steps spaced as before. A step can also be duplicated on its own: open it, select its menu, then Duplicate, and set the Scheduled date and Keep Recipients in the Duplicate Step dialog.

Related

• Create a campaign for the step panel and setting steps to Automated.
• Campaign states for what a paused copy means.
• Reschedule a step on the calendar to move one date after copying.