Duplicate an Existing Automation

Here are a few common reasons for duplicating an automation:

Navigate to the Automations Page
In the left-hand menu, click on “Automations.”
Locate the Automation
Find the automation you'd like to duplicate. Once located, click the vertical ellipsis [...] to the right of the automation name.
Select “Duplicate Automation”
From the drop-down options, click “Duplicate Automation.”
Confirm Duplication
A confirmation window will appear. Click “Confirm.”
Edit the Duplicated Automation
The newly duplicated automation will appear in the top-left position of the automations list. It will have “Copy of” prefixed to the name and will be disabled by default.

Next Steps: Editing the Duplicated Automation

Before enabling the new automation, be sure to update its name and description to reflect its new purpose. You can do this by:
- Clicking the ellipsis [...] next to the automation name and selecting the appropriate edit option, or opening the automation and making edits directly inside

📌 Tip: Always review all steps, conditions, and messages within the duplicated automation to ensure everything aligns with its new intended use.

Click the appropriate link to learn more about the basics of editing a Contact-based automation or a Transaction-based automation.

👍 This concludes how to copy or duplicate an existing automation

Duplicating an existing automation is a quick and effective way to reuse a successful setup or adapt it for a different purpose. This feature creates an exact copy of the selected automation, allowing you to modify or expand upon it without starting from scratch.