Copy an automation path

Save time and make a copy of an existing automation path to reuse the time delay, conditional splits, and email or SMS message content already built out within it

Upgrade your plan: Upgrading your email plan and adding SMS marketing gives you full access to all the features in the Automation Path Builder. For more information, please see the Plans and Pricing page in your account.

If you spent time building out an automation path that you love, and would like to use it as a model for a slightly different situation or contact segment, you can always make a copy of your draft or active path. You can add new steps or edit existing steps in the copied path, and you can even change the trigger.

1. Click Marketing channels > Automations.
   
    
    
2. To help narrow your search:

• Select a path status from the Status drop-down menu.
• Select an option from the Last modified drop-down menu.
• Select a path based on its template type from the Goal drop-down menu.

3. Next to the active or draft path you want to copy, click . . . > Copy.
   
    
    
4. Give your new automation path a unique name that you'll recognize in your account again later.
5. Click Save.
   
    
    

Now that your automation path is copied, you can further customize it to make it more unique:

• Add, edit, or remove, emails using the Automation Path Builder
• Add, edit, or remove an SMS message using the Automation Path Builder
• Add, edit, or remove a time delay rule in the Automation Path Builder
• Add, edit, or remove a conditional split rule using the Automated Path Builder
• Use the Automation Path Builder to add or remove tags from your contacts
• Use the Automation Path Builder to update contact details or custom fields for your contacts
• Add the first purchase date to your ecommerce contacts using the Automation Path Builder

Important: Having more than one active automation path with the same trigger can result in a contact receiving duplicate emails if they meet the criteria for each path. For example, if you have a welcome path that triggers when a contact joins any list and also a welcome path that triggers when a contact joins a specific list. Make sure that paths with duplicate triggers are either deactivated or changed.

Questions?