To recycle an existing engagement template, you will need to go to your Engagements overview page.
Which engagements can be copied?
An engagement can be copied if it is in Reviewing, Scheduled, Opt-In Open, Matching, Meeting, or Completed status.
How do I duplicate an engagement?
Hover over the row of the engagement you would like to duplicate. If the engagement is not in Draft status, the 'Duplicate' button will appear on the right-hand side next to the 'Delete' button.
Clicking on the button will open a small pop-over that allows you to configure what you want copied over.
Selecting Duplicate Engagement creates a blank copy with your previous content and matching criteria. Everything except for the engagement schedule is copied over.
If you select Duplicate and Select a Date, you must select a start date to shift the existing copy. Everything will be copied over, with the only change being a shift in your engagement schedule dates.
Can I edit the engagement copies?
Yes, you can edit everything in your new engagement as long as it is in Draft mode. You cannot make any further edits once it is submitted for review.