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How to copy email within Campaign?

BrettR343
Campaign Collaborator
0 Votes

Hi.

 

I have a campaign, which I've already sent an email from. How do I copy (to drafts) the email in this campaign so I can modify it and resend (within the same campaign)?

 

Thanks,

 

16 REPLIES 16
William_A
Administrator
0 Votes

Hello @BrettR343 ,

 

Looking at your account, you've sent a normal email campaign, so you wouldn't really be copying "within" the campaign- you'd be copying the email to make a new one. Once you've made the edits to the new copy, you'd the schedule/send it like you did the original.


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

Thanks. Doesn't that copy the campaign + email? I only need to copy the email. There isn't any needed to replicate campaigns.

William_A
Administrator
0 Votes

I think there might be a bit of confusion here. "Campaign" is a broad term- it can mean anything from a single, standalone email (like what you made and sent) or landing page all the way to an automation path with multiple email and SMS steps, or an event with a multitude of tickets, invites, reminder emails, landing pages, etc.

 

When you copy a single, standalone email, that's all that's made- another single, standalone email with all the content that was in the previous one.


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

I was hoping to keep things grouped. I will have 3 lists and each gets distinct emails but always in the same format and similar content. I thought creating 3 campaigns would group the 3 emails/list respectively. Then I would just switch between campaigns when I want to send emails to each respective list.

 

If that isn't the right workflow, how should it be done?

William_A
Administrator
0 Votes

That isn't really how email campaigns work. There's a number of organizational ways you can handle your them:


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

It sounds like I probably have no use for campaigns?

 

How do I create folders for the emails? I'd have 3 folders in this case. 

When I create a copy of an email in Folder1 and send it, will it remain in Folder1? I do I have to keep putting them into their respective folders after every send?

William_A
Administrator
0 Votes

It feels like you're still hung up on the word "campaign"- this is just a general term for anything you'd essentially be creating in the campaigns page- emails, surveys, landing pages, events, automation paths, SMS messages, etc. 

 

Please see my prior comments for linked articles, which are also searchable and available in your account under the Help tab.

 

Campaigns need to be manually assigned to folders, even if you copied a cmapaign already in a folder. They just exist for the sake of categorizing and organizing. 


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

Ok, it sounds like folders won't work since that just adds another tasks (move to folder).

 

I have to use a campaign correct? The problem is that the campaign hides the emails in the campaign.

 

Is there a way to just view a list of sent emails? I could then select the one to copy and that would be a fairly easy workflow.

William_A
Administrator
0 Votes

I'm not sure I understand what you mean by "The problem is that the campaign hides the emails in the campaign." Did you mean folders? If so, putting a campaign into a folder doesn't remove it from the All Campaigns page, it just adds an additional way you can quickly reference, sort, filter, search, etc. for a specific campaign.

 

Yes, you can sort and filter campaigns by their status - i.e. scheduled, active, sent, draft, etc.


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

When I go to the Emails page, I don't see emails. Instead, I see my campaign, which is hiding all of the emails. 

 

Is there some way to just create emails that have nothing to do with campaigns?

William_A
Administrator
0 Votes

Again, "campaign" is a general term. The email you made and sent out is not "locked into" or "hidden by" or "sorted into" or "a part of" a campaign. It is a campaign. 

 

When you say "email" are you actually referring to your contacts- AKA the people / email addresses you sent the email to?


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

Not sure why you say that. The campaign is one name and the email subject is another. They are not the same. And the email is hidden within the campaign. No where can I see the email unless I first go through the campaign....an unnecessary step.

 

When I say email, it is the email composed of the subject and body content that went out to the list associated with the campaign (since the list must be tied to the campaign).

William_A
Administrator
0 Votes

Campaign is a general term. An email is a campaign. A survey is a campaign. An automation path is a campaign.

 

The name of a campaign, is just that- its name. It's what you chose to call the campaign. For example, you might name an email campaign as something like "Holiday 2024 Email 1" or "November 14, 2024 Weekly Newsletter." An event campaign might be named "Annual Meet and Greet 2024" or "Summer Camp 2025." An automation path campaign might be called "Welcome Series" or "Holiday Sign-Up Series."

 

The subject line of an email, is what your contacts will see when the email campaign is sent to them. 

 

I still have absolutely no clue what you mean by "the email is hidden within the campaign." Are you confused by having to click the thumbnail of the email you sent out to preview it, now that it's been sent? Is your issue lying with the fact that the email's been sent, and therefore cannot be edited unless copied? Or is your issue that clicking the name of a sent email campaign will take you to its reporting page, which is the default and expected function of a sent email?


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

I just want to create an email and send it. Then copy, modify, re-send. Can you describe the steps involved?

William_A
Administrator
0 Votes

The steps are in the earlier linked article for copying emails

 

If you need further guidance, I'd advise calling our general support. They'll be able to provide more direct, 1:1, live guidance for helping you get started using the system and email marketing. They can also screenshare your Constant Contact browser tab, if you wish to have them do so for an even more hands-on, direct guiding experience. 


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William A
Community & Social Media Support
BrettR343
Campaign Collaborator
0 Votes

Thanks. I was able to determine that Constant Contact will not fit my workflow since everything is wrapped in campaigns.

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