If you have multiple websites and need to copy over an existing automation from one website to the other, you will need to do this manually. CCK does not currently offer the ability to move or copy an entire automation between different CCK websites.
Copying Email Automations
Start by opening the website where the existing automation is, and open the automation to view the automation flow.
Next, open another browser tab and open the second website where you wish to recreate the automation in.
In the example below we are recreating the [DBA] 1. Connection Phase (2 emails) automation:
You can copy the title of the existing automation from the All Automations page or you can open the automation, navigate to Analytics & Goals and copy the title from there:
Next, head over to the website where you are recreating the automation in. Navigate to Messaging & Workflows, select Automations and click on Create Automation. Select the Blank Automation option:
Copy the title of the existing automation on the first browser tab and paste it into the area where you add the Automation Name, then click Submit:
Now you will be recreating all the automation settings and steps, starting at the Automation Trigger step right at the top and working your way through each step, copying information from the existing automation on the one browser tab, then pasting information into the newly created automation on the second browser tab.
In this example, there is no trigger added to the automation trigger, so nothing to copy over on this step. The next automation step has a Remove a Tag step, which we will recreate.
Head over to the new automation and click on the + icon below the automation trigger step. Select the Remove A Tag option, click on Select Tag and find the same tag as on the original automation. Note that the name of the tag might be slightly different, or you may find you need to create a new tag here in the pop-up menu. To do this, click on the Add new tag button and add the tag name exactly as it is on the original automation, then click Submit:
The newly created tag will automatically be selected from the list of tags, so all you need to do here is to click Confirm:
We suggest adding the notes to each automation step as well so that you can see at a glance what happens at each step of the automation. To do this, click on the notes section on the original automation and copy the note text.
Head over to the new automation, click on the Notes icon, paste the copied note and click on the arrow:
Make sure to click on the pin icon to pin the note after adding it in the Sticky Notes section:
From here on, you will follow the same process with each automation step to continue recreating the automation.
Creating Email Automations
Creating Email Campaigns
Overview of Email Marketing & Automations
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