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Campaign Cloning

What it is

Campaign Cloning is a productivity feature that lets you duplicate an existing campaign to create a new one with all of the original's configuration pre-filled, including the channel, message template, audience segment, personalization variables, and A/B test settings. Instead of rebuilding a campaign from scratch, you start with a complete copy and only adjust what needs to change.

The cloned campaign is created as a new, independent draft. It shares no state, delivery history, or analytics with the original. Any changes you make to the clone have no effect on the source campaign, and vice versa. This independence means you can safely modify any aspect of the cloned campaign without worrying about corrupting the original's data or configuration.

Cloning is available for campaigns in any lifecycle state. You can clone a draft that is still being refined, a scheduled campaign that has not yet sent, a completed campaign with finalized analytics, or anything in between. The cloned campaign always starts in the Draft state regardless of the original's status, giving you full editing control before launch.

When to use

Cloning is most valuable in scenarios where you are repeating or iterating on previous campaign work. The table below outlines the most common use cases and explains how cloning helps in each.

Use caseHow cloning helps
Recurring campaignsWeekly promotions, monthly newsletters, or seasonal offers that follow the same structure can be cloned from the previous iteration. Update the content and schedule, then launch.
Iterating on past performanceA previous campaign performed well and you want to send a similar version to a different segment or with refreshed messaging. Clone it, swap the segment or template, and launch.
A/B test follow-upsYour A/B test identified a winning variant. Clone the campaign, apply the winning variant's content to the full audience, and send.
Multi-segment sendsYou need to send the same message to several segments separately for tracking purposes. Clone the campaign once per segment, change only the audience, and launch each clone independently.
Template changesA template was updated or a new version was approved. Clone the campaign that used the old template, swap in the new one, and verify the rest of the configuration is still valid.
Channel switchingYou want to repurpose an email campaign as a WhatsApp campaign (or vice versa). Clone the campaign, change the channel, select an appropriate template for the new channel, and adjust the content.

Steps

Step 1: Locate the campaign to clone

Navigate to the Campaigns section from the main navigation sidebar. Find the campaign you want to duplicate in the campaign list. You can use the search bar, status filters, or date range filters to narrow down the list if you have many campaigns. Campaigns in any state (draft, scheduled, sent, completed) can be cloned.

Campaign list with three-dot menu open on a campaign row showing the Clone option

Step 2: Initiate the clone

There are two ways to start cloning. From the campaign list, click the three-dot menu icon on the campaign row and select Clone from the dropdown. Alternatively, open the campaign's detail page and click the Clone Campaign button in the top-right actions area. Both methods produce the same result: a new draft campaign pre-filled with the original's configuration.

Campaign detail page with the Clone Campaign button visible in the top-right actions area

Step 3: Review the pre-filled configuration

After initiating the clone, the campaign creation wizard opens with all steps pre-populated from the original campaign. The following settings are copied:

SettingCopied from originalNotes
Campaign nameYes, with "(Copy)" appendedRename before launching
ChannelYesCan be changed; changing the channel resets the template
Audience segmentYesVerify current segment count
Message templateYesVerify template is still approved (WhatsApp)
Personalization variablesYesCheck fallback values are still appropriate
A/B test configurationYesVariants, split percentages, and winning metric are copied

Walk through each step of the wizard to confirm that the pre-filled values are still correct and appropriate for the new campaign.

Campaign creation wizard with channel, template, and audience pre-filled from the cloned campaign

Step 4: Modify as needed

Update any settings that should differ from the original. Common modifications include changing the campaign name to something descriptive, selecting a different audience segment, swapping the message template, adjusting personalization variable fallback values, or modifying A/B test parameters. You have full editing control over every field, just as you would when creating a new campaign from scratch.

Campaign wizard with the name field edited to a new descriptive name replacing the default Copy suffix

Step 5: Set a new schedule

The cloned campaign does not carry over the original's schedule. You must explicitly choose between sending immediately or scheduling for a new date and time. This is intentional: reusing an old schedule could result in sending at an unintended time, especially if the original campaign was sent days or weeks ago. Choose the delivery timing that is appropriate for your new campaign.

Step 6: Launch the cloned campaign

Review the final summary to verify all settings. Click Launch to move the campaign to either the Scheduled or Sending state. Once launched, the cloned campaign is fully independent. It has its own analytics dashboard, its own delivery tracking, and its own entry in the campaign list.

What is copied and what is not

Understanding exactly what cloning transfers to the new campaign helps you avoid surprises. The table below provides a complete breakdown.

ItemCopied?Details
Campaign nameYesAppended with "(Copy)"; should be renamed
Channel selectionYesWhatsApp, SMS, or email
Audience segment referenceYesPoints to the same segment; membership may have changed
Message templateYesTemplate content and variable mappings
A/B test variantsYesAll variant configurations, split percentages, winning metric
ScheduleNoMust be set fresh for the new campaign
Delivery metricsNoSent, delivered, failed, pending counts start at zero
Engagement metricsNoOpens, clicks, replies start at zero
Campaign stateNoClone always starts as Draft
Campaign IDNoA new unique ID is assigned

Common pitfalls

  • Forgetting to rename the campaign: Cloned campaigns are created with the original name followed by "(Copy)". If you launch without renaming, your campaign list and reports will contain ambiguous entries. Adopt a naming convention that includes the date, segment, or iteration number, such as "Spring Sale, VIP Segment, Mar 2026" or "Newsletter v3, 2026-03-15". This makes campaigns easy to find and compare later.
  • Stale audience segments: The cloned campaign references the same segment as the original. If the segment's membership has changed since the original was sent (contacts added, removed, or modified), the audience size and composition may be different from what you expect. Always preview the segment count in the audience step before launching to confirm the audience is appropriate.
  • Expired or rejected WhatsApp templates: If the original campaign used a WhatsApp template that has since been rejected, expired, or deactivated by Meta, the cloned campaign will fail at send time. Check the template's approval status in the compose step. If the template is no longer valid, select a replacement or submit a new template for approval before proceeding.
  • Assuming analytics carry over: Cloning copies only configuration. Delivery counts, engagement metrics, and all analytics data belong exclusively to the original campaign. The cloned campaign starts with a completely clean analytics slate. Do not expect to see any historical data in the clone's analytics dashboard.
  • Overlooking A/B test settings: If the original campaign had A/B testing configured, the clone inherits those settings, including variant content, audience split percentages, and the winning metric. If you do not intend to run an A/B test on the clone, remember to disable the A/B testing toggle in the wizard. Leaving it enabled with outdated variants can produce confusing results.
tip

Use a consistent naming convention for cloned campaigns. Including the date, segment name, or version number in the campaign name (for example, "Spring Sale, VIP Segment, Mar 2026") makes it straightforward to find related campaigns and compare their performance in the analytics dashboard. If you clone frequently, consider keeping a simple spreadsheet or internal log that maps clone relationships.

  • Clone Campaign
  • Clone from List
  • Clone from Detail
  • Clone Wizard