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Copy Definition

Create a duplicate of an existing Automation Definition.

To Copy a Automation Definition

  1. Go to MARKETING AUTOMATION > AUTOMATION DEFINITIONS.
  2. Click COPY next to the Definition to duplicate. The Copy Automation Definition popup will display with the Title of the Definition to be duplicated displayed.
  3. Enter a unique Name and Title for the new Definition.
  4. Click COPY to save the new Definition.  Click CANCEL to return to the Automation Definition Library without saving a copy.

Notifications

When the Copy is complete, the popup will close and the new Definition will appear at the top of the list of Definitions in the page. 

If any errors are encountered on Copy, a red notification will appear indicating the issue and suggesting a resolution.   Any issues in the Source Definition must be resolved before you can save a copy.

Click the x in the top right corner to close the notification. 

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