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Copying a Campaign

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Sometimes, it’s easier to copy an existing campaign instead of starting from scratch. ShortStack makes this process simple, and if you anticipate reusing a campaign multiple times, you can save it as a custom template (available on the Max Plan or higher).

Copying a campaign

  1. Open the campaign you’d like to copy in the Campaign Builder.

  2. Click the campaign name in the top-left corner to open the dropdown menu.

  3. Select make copy of campaign from the dropdown.

  4. In the pop-up, enter a new name for your campaign copy.

  5. Choose whether to:

    • Make Copy: Create a new list for entries.
    • Keep Existing: Use the same list as the original campaign.

  6. (Optional) For ShortStack for Teams, check the box(s) to copy permissions for the campaign and list so team members can access the copied campaign.

  7. Click Copy Campaign.

  8. You’ll be redirected to the copied campaign in the Campaign Builder, ready for editing.

Creating and using a custom template

Available on Max Plan or higher.

If you’d like to save a campaign as a template for future use, follow these steps:

  1. Open the Campaign you'd like to make a template in the Campaign Builder.

  2. Click the campaign name in the top-left corner to open the dropdown menu.

  3. Select make template from campaign.

  4. In the pop-up, enter a new name for your custom template.

  5. (Optional) Add tags to organize your content. Separate multiple tags with commas.

  6. Choose whether to:

    • Make Copy: Create a new list for campaigns made with the template.
    • Keep Existing: Use the same list as the original campaign.

  7. Click Create Template.

  8. A notification will appear, prompting you to visit the Templates Manager to view and manage your new template.

Using a custom template

There are two ways to use your custom template:

From the Templates Manager:

  1. Open the Templates Manager.

  2. Find your custom template and click the

    icon to create a new campaign from it.

From the Template Gallery:

  1. Start a new campaign as usual.
  2. In the Template Gallery, click the Private button to view your personal custom templates.
  3. Select the desired template and click Use This Template.

Template Gallery (Help Doc)

How to Set Up a Template (Video)

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