Cloning a Campaign


The campaign cloning feature allows ThruText admins to create new texting campaigns based on the parameters of previous active, archived or drafts campaigns. This feature can help save time and avoid user errors if you are making a large number of similar campaigns. Here's how it works:


TABLE OF CONTENTS


Press the "Clone" Button

Go to the campaign overview page and pick a campaign you want to clone. Then, click the three vertical dots under "Details" to open the flyout menu and then click "Clone".

Screenshot of an expanded 3 dot menu on the Campaign Index page. The "Clone" option at the center of the drop down is highlighted with a green rectangle.

You can also clone a campaign from the campaign overview page.

Screenshot of the 4 pink action buttons on the Campaign Details page. The "Clone" option, the last on the right, is surrounded by a green rectangle.


If cloning from a draft campaign, you can click the "Clone" button from the Review page:

example of the draft campaign review page Clone button


NOTE - If you are creating a cloned campaign with a newly uploaded group, please check that it has finished validating before launching your campaign.

Which Parameters are Cloned?

When you clone an existing campaign, the following campaign parameters will be brought over to the new campaign. 

  • Title (with the word clone added)
  • Description 
  • Time Zone 
  • Daily Open Hours 
  • Organization ID
  • Opt Out Language 
  • TCR Use Case
  • Campaign Tags
  • QuickSend setting (Sender step)
  • Self-assign setting (Sender step) 
  • Initial Message
  • Recommended Replies
  • Survey Questions 

The following campaign parameters will NOT be brought over to the new campaign

  • Initial Message Sending Window 
  • Targeting
  • Senders
  • Follow-up messages 
  • Specific area codes (Only Single Use Number campaigns)
  • Phone number type

Cloning and Phone Number Types 

ThruText uses two different types of sending phone numbers: Dedicated and Single-use. If you clone a campaign with a Single-use Number or a Dedicated Number, the clone does not need to be the same sending type and can be either a new Single-use number or Dedicated Number campaign. Additionally, if you clone a campaign with a Dedicated Number as a new Dedicated Number campaign, the clone can be the same Dedicated Number as the original campaign or a different Dedicated Number if your account has more than one.

Finish Cloning

All of the parameters of the campaign you clone will be brought over into the new campaign you are creating. Details to note:

  • The word "Cloned" will appear before the name of the new campaign. (The name can be edited.)
  • Campaign Segments will need to be added to your new campaign.
  • Senders on the first campaign will not be carried over to the new campaign. Adding senders before launching is optional. For more information on adding senders after launching, please review Campaign Pre-Loading guide.


NOTE - Check your Start and End dates! The dates on your first campaign will carry over to your new campaign. After launch, start dates and times can only be edited to the current time or later.


Review Your New Campaign

When you clone the campaign, you will be taken to the cloned campaign's Review page. As with any campaign, on the Review page you can edit any aspect of the campaign. For example, you might want to go back and change the initial message script. To make changes, you can click on each section's "Edit" button.


Once you finish making edits, you can press the "Next" button at the bottom of the page to return to the Review stage. (Don't worry, this will not launch your campaign.)  


Click on the desired field to make edits:

Example campaign Review page

 

Once you've completed your review and edits, just press launch like any other campaign, and you'll be off and running!  


NOTE - If you are cloning a campaign that was created before September 2022, you may need to check and verify that the Organization Display name and Opt Out Language are present in your initial message before launching.