How do I copy my Follow Up Series messages?

In this article, we will review how to easily copy individual Follow Up Series messages and copy all of your follow ups at once. The copies can either be made within an individual list or they can go across your lists.

If your account was created after 02/03/2020, the Follow Up Series feature will not be present within your account as this feature has been deprecated. Creating an automated series of messages can be done with Campaigns.

Copying an Individual Message

This is useful when you send out messages with similar styles or content and just need to change a few details from one to the next. You can save your message as a template and then load that template in a new broadcast or follow up message within that same list or another list within your account.

  1. Access your Follow Up Series tab and locate the message you would like to copy.

    Locate the message you want to copy
  2. Click Copy to Drafts under the subject line. 

    Click Copy to Drafts option

    And that's it! You can edit your new message in Drafts

Copying All Messages Between Lists 

You can use our Follow Up Series Sharing feature to copy messages from one list to another. You can use this to set up a testing list where you tweak your messages before copying them over, or simply to duplicate messages and add a few changes for your new list.

  1. Choose the list you would like to copy the messages from the "List" menu.

    Access the list you want to copy from

  2. Under the Messages tab, click "Follow Up Series."

    Click Follow Up Series

  3. On this page, scroll down to the Follow Up Series Sharing section and toggle on Enable Follow Up Sharing for authorized users. 

    Toggle on Enable Follow Up Sharing

  4. Copy Your Sharing Code that populates below the toggle. 

    Copy the Code

  5. Now, choose the list that you want to copy these messages to from the "List" drop-down menu.

    Selec the list you want to paste into

  6. Next, scroll down to the Follow Up Series Sharing and Copy a Follow Up Series to Your List section. Paste the code in the text box under Paste Sharing Code.

    Paste the code under Paste Sharing Code

    Click Copy Follow Up Series to load the new series. 

    Click the Copy Follow Up Series button

    That's it! Your new follow up series will load in your list! 

    Note: When you use Follow Up Series Sharing, any custom or global fields you previously set up will be overwritten. If you copy follow ups, any previously created follow ups in the list will be overwritten. We recommend you Backup Your Data before entering the Follow Up sharing code.
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