When you need a workflow similar to an existing one, cloning saves time by copying all the settings, steps, and goals. This guide explains how to clone workflows and when it is useful.
When to Clone a Workflow #
Cloning is useful when you want to:
- Create variations – Make a similar workflow with minor changes
- Test changes – Clone, modify, and test before updating the original
- Create templates – Build a base workflow and clone it for different use cases
- Archive and replace – Clone an old workflow before making major changes
How to Clone a Workflow #
- Navigate to Workflows in your group menu
- Find the workflow you want to clone
- Click the menu icon (three dots) or Actions
- Select Clone or Duplicate
- The new workflow is created with “(Copy)” appended to the name
What Gets Cloned #
When you clone a workflow, the copy includes:
Basic Information #
- Workflow name (with “(Copy)” suffix)
- Description
- Re-enrollment settings
Triggers #
- Trigger type (immediate, performance-relative, etc.)
- Trigger configuration (offset, time, past-due handling)
Steps #
- All email steps with template assignments
- All delay steps with timing configuration
- Step order preserved
Goals #
- All goal types and names
- Goal priorities
What Does NOT Get Cloned #
- Enrollments – The clone starts with zero enrollments
- Status – Clones always start as “Draft” regardless of original status
- Analytics – Historical data stays with the original
After Cloning #
After cloning a workflow, you should:
1. Rename It #
Change the name from “Original Workflow (Copy)” to something meaningful:
- “Post-Event Follow-Up – Weddings”
- “Post-Event Follow-Up – Corporate”
2. Review and Modify #
Go through each section and make your changes:
- Update triggers if needed
- Modify email templates
- Adjust delay timing
- Update goals
3. Test the Clone #
Before activating:
- Preview all emails
- Send test emails
- Verify timing looks correct
4. Activate When Ready #
Once satisfied, change the status from Draft to Active.
Use Cases #
Event Type Variations #
Create one post-event workflow, then clone for different event types:
- “Post-Event – Weddings” (original)
- “Post-Event – Corporate Events” (clone with different templates)
- “Post-Event – Private Parties” (clone with adjusted timing)
A/B Testing #
Test different approaches:
- Clone your existing workflow
- Modify one element (subject line, timing, etc.)
- Run both and compare results
Seasonal Updates #
Create seasonal versions:
- Clone your standard workflow
- Update templates with seasonal messaging
- Activate the seasonal version
- Pause or archive the original temporarily
Managing Multiple Workflows #
When you have many workflows (including clones):
Naming Conventions #
Use consistent naming to stay organized:
- “[Type] – [Purpose] – [Variant]”
- “Post-Event – Review Request – Standard”
- “Post-Event – Review Request – VIP Clients”
Archive Old Versions #
When you update a workflow significantly:
- Clone the original
- Rename the clone to indicate it is the old version
- Archive the clone
- Modify the original
This preserves history while keeping your active workflow list clean.
Cloning vs. Editing #
Decide whether to clone or edit based on your needs:
| Situation | Action |
|---|---|
| Minor wording changes | Edit the original |
| Updating all future emails | Edit the original |
| Creating a variation for different clients | Clone |
| Testing significant changes | Clone first |
| Preserving the original for reference | Clone, then modify original |
