thread Duplicate Campaign in Archived Discussions (Read Only)

Email Marketing: How do I duplicate a campaign?

digdag — Sun, 14 Apr 2019 19:36:45 GMT

The title of this thread has been edited from the original: How do I send an existing campaign to new customers I enter in online?

I've spent a far amount of time creating a campaign. I'd like it to go to all new customers, even those I enter in through the web browser (coming from my WordPress website). Yet the New Customer Campaign doesn't send them. Can I get another existing campaign to send them without duplicating the whole campaign?

Re: How do I send an existing campaign to new customers I enter in online?

Helen — Sun, 14 Apr 2019 19:34:11 GMT

Hello @digdag! You can duplicate a completed campaign and send it to new customers.

To get started, go to the Marketing section of your online Square Dashboard:

Click Campaigns from the menu on the left.
Click Campaign Type (upper right of your screen) to filter your campaigns by Completed campagins.
Click on the name of your completed campaign OR click the three dots to the right > click View Report.
At the top of the next screen click the three dots in the upper right > click Duplicate.

When you follow this steps a new campaign will automatically be created. You can review the campaign/make any edits as needed before sending it again.

I hope this saves you some time!

Duplicate Campaign

PIResources — Sun, 14 Apr 2019 19:37:28 GMT

This reply was created from merging an existing thread: Duplicate Campaign

I am attempting to duplicate a marketing campaign. I follow all instructions:

"If you want to reuse a campaign you’ve previously created, you can always go back to a completed campaign and duplicate it. To do so:

Visit the Marketing section of your online Square Dashboard.
Click Completed and select the campaign you’d like to duplicate > Duplicate.
Complete, review, and send or schedule your campaign."

There is not COMPLETED subject...and I can't click on COMPLETED next to the actual campaign.

Help!

Re: Duplicate Campaign

Helen — Sun, 14 Apr 2019 19:35:39 GMT

I'm sorry for the frustration @PIResources, those steps could be clearer, I will report this to our Content team. In the meantime I've shared detailed steps to duplicate a campaign in this thread.

If you're still having trouble duplicating a campaign please let me know!