You can streamline new campaign creation by duplicating an existing campaign. This approach eliminates the need to create new notifications and other settings manually. When you duplicate a campaign—whether it’s a draft, active, or completed—most of its settings transfer to the new version.
How To Duplicate a Campaign
Follow these steps to duplicate a campaign:
- Navigate to the campaign that you want to duplicate, then open it.
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Click on the three dots to the right of the campaign title to open the pop-up menu, then select Duplicate Campaign.
- Rename your campaign and complete the required information.
What Duplication Includes
When you duplicate a campaign, the following information carries over from the original:
- Campaign Title: The title of the campaign you’re duplicating will appear with the words “Copy of” as part of the name (For example, "Copy of Annual Compliance Training 2024"). Be sure to give your campaign a new name.
- Campaign Type: When you duplicate a campaign, its type will also be duplicated—Scheduled or Open. You have the option to change the campaign type, depending on your training needs. Learn more in Campaign Types.
- Duration: If you duplicate a campaign with an Open Campaign Type, the duration will carry over to your new campaign. You can edit the duration as needed. If you duplicate a Scheduled Campaign Type, the start and end dates are not included in duplication—you will need to set new dates.
- Assignment Changes: You can keep the duplicated setting or change it, depending on whether you want to make assignment changes Automatic or Require Approval. Learn more in Assignment Changes in Campaigns.
- Enforce Sequence: You can keep or update the duplicated setting, depending on whether you want to require that employees move through the content in the order that you've selected, or not.
- Notifications: All notifications from a duplicated campaign carry over to the new campaign. This includes all notifications' subject lines, delivery schedule, and recipient fields. You can add or modify the notifications to make them work for your new campaign. Learn more about Creating Campaign Notifications and Timing Campaign Notifications.
What Duplication Doesn't Include
The following information won’t move over to your new campaign.
- Start Date: You will need to enter new information for your campaign’s start date.
- End date (for scheduled campaigns): Create a new end date for the campaign.
- Content: You need to make new content selections for your campaign to ensure that you’re sharing the most up-to-date content.
- Groups: You’ll need to select the group(s) that you want to assign training to for this campaign.
If you want to start fresh with a new campaign, check out Creating a Campaign.