How to replicate automations and campaigns across projects?

Save time by replicating your existing automations or campaigns, which will automatically reuse their successful settings and targeting.

This is very useful if you use a staging / pre-production Project before fully deploying the Batch solution in a live production Project for your daily Automations and Campaigns management operations.

Automating the replication across different Projects has two main benefits, that way you can:

• save a significant amount of time;

• reduce the risk of errors associated with “manual” replication.

To replicate Automations and Campaigns across Projects, you have two intuitive options:

1. From the Automation / Campaigns Lists

2. From the Automation / Campaign Builder

From the Automations / Campaigns list

In this option, you need to click on the '...' button on the right side of the selected Campaign / Automation. Then on the short drop-down menu click on 'Replicate':

As soon as you click on 'Replicate', a pop-up form shows you all the Projects in which you can duplicate your Automation / Campaign:

Select the Project to which you want to replicate your Automation / Campaign, then click on the 'Replicate to this/these project(s)' button to immediately perform its replication(s).

From the Campaign / Automation Builder

In this option, the Batch users just need to click on the '...' button, available on your Batch Dashboard, on the top right corner of all Batch Campaigns and Automations. Then on the drop-down menu, click on 'Replicate':

Once you click on 'Replicate', a popup listing the different Projects to select for automated replication is displayed:

Select the Project to which you want to replicate your Automation / Campaign, then click on the 'Replicate to this/these project(s)' button to immediately execute its replication(s).

You have now replicated your campaigns/automations! ✨