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.