The Copy Autoflow Configurations feature copies Autoflows with a single click to duplicate entire automation schemes to new workflows.
Before getting started, let's remember these two concepts:
Parent Campaign: The Campaign where the Autoflow will be copied from.
New Campaign: The Campaign to which the Autoflow will be copied.
Here’s Perry for a Quick video walkthrough on how to copy Autoflow configurations.
How to Copy Autoflow Configurations
Go to the Settings of the New Campaign.
Click on Autoflow > Copy Autoflow Configuration
Click Select Campaign to search for Parent Campaigns
Select one or multiple Campaigns > Click Search
Find the Autoflows you wish to copy > check their checkboxes
Click Copy Configurations
Click Yes on the emerging Confirmation Window
That’s it! You have copied the chosen Autoflows.
The Copy Autoflow feature can copy all the configurations from Parent Campaigns, such as:
Bulk actions
Assign Labels
Send Calendar
Send Assessment
Send Message Actions
Send Message
Send Email
Send SMS
Send Messenger
Send WhatsApp
Workflow Actions
Delay Action
Transfer Candidate (Move Candidate)
Create Application
FAQs:
1. How does copied Autoflow Configurations' order work?
Copied Autoflow Configurations will maintain the same order as those in the Parent Campaign.
2. What happens to Autoflow configurations with actions copied to a new campaign?
Autoflow configurations with actions in a Parent Campaign are automatically updated to reflect the settings of the New Campaign.
3.What happens to Autoflow Configurations with actions that redirect to another Campaign when copying?
Autoflow Configurations with actions that redirect to another Campaign (not the Parent Campaign) are preserved, and only the original Parent Campaign undergoes changes.
4. Can I copy Autoflow configurations that include Custom Folders to a new campaign?
Yes, you can copy Autoflow configurations that include Custom Folders to a new campaign. However, make sure that the custom folders are set up in the new campaign before copying to maintain the desired organization and functionality.
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