A workflow is a series of automated actions triggered by specific conditions, designed to enhance customer engagement and streamline business processes. Workflows can be extensive and time-consuming to create, making the ability to copy them between sub-accounts invaluable.
Locate the Workflow #
Navigate to the Workflows tab in the Automation section of your main sub-account, then find the workflow you wish to copy. Click on the three dots next to the desired workflow to reveal a menu, then select the “Copy to Sub-Account” option.
In the pop-up, select the sub-account you want to transfer the workflow to from the list provided. After selecting the destination sub-account, click Submit. The workflow will be copied over in a few seconds.
Customize the Workflow #
Once copied, the workflow will appear in draft form within the destination sub-account. Open the draft to review and make necessary adjustments. Adapt the workflow to fit the unique requirements of the new sub-account. For example:
- Update tags to match the new account’s structure.
- Modify triggers or actions to align with specific goals.
Key Elements That Are Copied #
When copying a workflow, the following seven elements will be transferred:
- Triggers: Events that initiate the workflow.
- Actions: Tasks executed by the workflow.
- Conditions: Rules that guide workflow behavior.
- Delays: Wait times between actions.
- Notifications: Automated messages sent during the workflow.
- Tags: Labels used to categorize contacts or tasks.
- Custom Fields: Data placeholders for personalization.
If any of these elements do not already exist in the destination sub-account, they will be created automatically.
Note: Elements outside these seven (e.g., email templates and campaign assets) will not transfer and must be recreated manually.
Why Copy Workflows? #
By copying workflows between sub-accounts, you reduce repetitive tasks, reduce errors, and replicate successful strategies. This feature is essential for businesses managing multiple sub-accounts, offering both efficiency and consistency in their automation efforts.
Now, you’re ready to save time and simplify your workflow processes across all your accounts!
Frequently Asked Questions #
How do I copy a workflow to another sub-account? #
In the Workflows tab, click the three dots next to the workflow, choose “Copy to Sub-Account,” select the destination sub-account, and click Submit. The copy completes in a few seconds.
What state is the workflow in after copying? #
The copied workflow appears in draft form in the destination sub-account so you can review and adjust it before publishing.
Which elements transfer with the workflow? #
Seven elements transfer: triggers, actions, conditions, delays, notifications, tags, and custom fields. Any of these missing in the destination are created automatically.
What does not transfer when copying a workflow? #
Anything outside the seven supported elements, such as email templates and campaign assets, will not transfer and must be recreated manually in the destination sub-account.
Why should I copy workflows instead of rebuilding them? #
Copying reduces repetitive work and errors and lets you replicate proven strategies, which is especially valuable when managing multiple sub-accounts.
Can I copy a workflow to several sub-accounts at once? #
No. Workflows must be copied to each sub-account individually, which also gives you the chance to customize each copy as needed.
An element didn’t copy over. What happened? #
Check whether the element falls outside the seven supported types. If it does, you will need to recreate it manually in the destination sub-account.
