Choose an Existing Design

When creating a new campaign, there may be times when you want to start with a flow diagram that was previously designed for another campaign.

This can be accomplished by making a copy of an existing campaign to create your new campaign. When you copy a campaign to create your design, you can also choose to copy element attributes from the original or start with empty attributes. You can then make changes and additions to the new campaign without impacting the original.

  1. Click New to open the Getting Started section to select a starting point for your campaign.
  2. Click Choose Existing Campaign.
    The Choose Existing Campaign window opens.
  3. Select the campaign you want to use.
  4. To select how the campaign is inserted, click Show Advanced Options.
    1. To copy the element attributes of the campaign diagram, including labels and other fields, select Full Copy.
      Broadcast mailing IDs and shortcut IDs will not be copied, as these values must be unique.
    2. To copy the campaign diagram without its element attributes, select Empty Copy.
      After copying, you will need to edit each element to enter its attributes.
  5. Click OK.
    Tip: Outreach also provides a number of predefined campaign templates that support common business processes. See Apply a Campaign Template.