How to Duplicate and Set Up a Campaign: Step-by-Step Guide

Learn how to duplicate an existing campaign, update its settings, add leads, and configure schedules and sequences. Follow this step-by-step guide to efficiently set up your new campaign.

By Nino Sun

In this guide, we'll learn how to duplicate an existing campaign and set it up for a new purpose, such as targeting a different state or list. Duplicating a campaign can save time by copying settings, emails, and schedules from a previous campaign, but you will need to update details like the campaign name and add new leads.

We will also cover how to manage subsequences, set schedules, and ensure your campaign is ready before launching.

Let's get started

Hello. We are going to show how to duplicate the campaign and set it up. You can either start a new campaign or duplicate an existing one.

Let's say you want to duplicate this campaign for a new one, such as a different state or a different type of list. When you log in. Select Campaigns.

1
When you are on the Campaigns page, click the three dots and select Duplicate Campaign.
Step #1: When you are on the Campaigns page, click the three dots and select Duplicate Campaign.
2
Click on the 3 dots of the chosen campaign and select Duplicate campaign
Step #2: Click on the 3 dots of the chosen campaign and select Duplicate campaign
3
You need to change the name so that it is not a duplicate and is easy to identify
Step #3: You need to change the name so that it is not a duplicate and is easy to identify

Hit Duplicate campaign after changing the name

4
And remember, if you have subsequences, you need to Start campaign. It won't go out because you don't have any leads. It duplicates everything except the leads. Click Resume and then just hit pause again
Step #4: And remember, if you have subsequences, you need to Start campaign. It won't go out because you don't have any leads. It duplicates everything except the leads. Click Resume and then just hit pause again

Now you have the subsequences. Hit Pause.

5
Click on "Pause campaign"
Step #5: Click on "Pause campaign"

From there, you can go to your analytics and leads. You can also add leads here.

6
Click on "Analytics" to see analytics
Step #6: Click on "Analytics" to see analytics
7
Click on "Leads" to upload or see the leads you have uploaded
Step #7: Click on "Leads" to upload or see the leads you have uploaded

You have sequences, of course.

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Click on "Sequences"
Step #8: Click on "Sequences"

Here you add your emails. It also copies the emails and schedule from the previous campaign you duplicated.

9
Click on "Schedule"
Step #9: Click on "Schedule"

You can set your schedule here. I made it a Monday because the one I duplicated is... "" Under Options, you can see which emails can be used.

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Click on "Options"
Step #10: Click on "Options"

I use a tag so that all email accounts with this tag will be used as the email sender. You also have the advanced options. Of course, the subsequences that appeared after you unpaused and paused the campaign.

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Click on "Subsequences"
Step #11: Click on "Subsequences"

For each subsequence, select it, go to Options, then Launch to ensure it works. After checking, return to the previous screen.

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Click on "No Response" or the subsequence that you want to turn on
Step #12: Click on "No Response" or the subsequence that you want to turn on
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Click on "Options"
Step #13: Click on "Options"
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Click on "Launch"
Step #14: Click on "Launch"
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Click on "Publish"
Step #15: Click on "Publish"
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Click on "<"
Step #16: Click on "<"

Hit another one, depending on how many you have, and then launch.

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Click on "Options"
Step #17: Click on "Options"
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Click on "Launch"
Step #18: Click on "Launch"

Once that is done, launching the subsequences will not launch the campaign itself.

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Click on "Publish"
Step #19: Click on "Publish"
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Click on "<"
Step #20: Click on "<"

Sometimes it says either active or completed. You don't need to worry about that as long as it's not in draft. Once that is done, set your options, schedules, and sequences.

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Then, add leads using CSV, manual entry, SuperSearch, or Google Sheets.
Step #21: Then, add leads using CSV, manual entry, SuperSearch, or Google Sheets.
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Click on "Add Leads"
Step #22: Click on "Add Leads"

Once you add the leads, your campaign will automatically unpause. Make sure everything is ready or scheduled so it won't run unexpectedly when you upload the leads. Thank you. That is all.