How to Clone an Open Automation

The Clone automation tool enables you to make a copy of a created automation and customize it for other Automation communication purposes.

Step 1

Click on an Automation Title to open it.

Step 2

Click on the "More" at the far right of the row.

Step 3

Click on "Clone."

*Note: The page will open to the Cloned Automation, and you will see a blank Title section.

Step 4

Click the "Pencil" icon to add a new title (required) and a description of the Automation (this is optional).

Step 5

Click the blue "Save" button on the pop-up menu.

Step 6

Click the blue "Save" button at the top right of the Automation.

Step 7

You can now keyword search for the cloned AutomationMy Automations Library, open it, and make any edits needed.