How To Copy In ActiveCampaign: Your Step-by-Step Guide

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ActiveCampaign is a powerful tool that can revolutionize your email marketing strategies. It’s packed full of helpful features, and one that often gets overlooked is its ability to copy campaigns. If you’ve ever had to duplicate an email or automation sequence, you know how time-consuming it can be. However, with ActiveCampaign’s copy feature, you can streamline this process significantly.

Imagine being able to replicate your best-performing emails in just a few clicks. No need for tedious manual copying and pasting – ActiveCampaign has got you covered! This function allows you to keep the layout, design elements, and content intact while giving you the freedom to make minor tweaks as necessary.

In this guide, we’ll show YOU how easy it is to utilize this underappreciated feature. We’re all about making life easier for our readers — so let’s dive into the simple steps on how to copy in ActiveCampaign.

What is ActiveCampaign?

Ever wondered what’s behind successful email marketing? That’s where ActiveCampaign comes in. This powerhouse of a tool goes beyond mere email services, offering customer experience automation (CXA) at its best. ActiveCampaign connects all your communication channels, including email, chat and text messaging, to provide you with comprehensive customer insights.

Now, let’s dive into some details. Established back in 2003, the platform has grown leaps and bounds to serve over 120 thousand businesses across 170 countries today. It’s not just about numbers though; it’s also about versatility. From small local shops to multinational corporations, everyone finds value in this robust tool.

So what makes ActiveCampaign tick? It’s the seamless integration of various features that seemlessly work together for better results. Here are a few key ones:

  • Email Marketing: Tailor-made emails based on user behavior.
  • Marketing Automation: Automated workflows that save time.
  • CRM & Sales Automation: Streamline your sales process.
  • Customer Messaging: Personalized messages for effective engagement.

To put it simply, ActiveCampaign isn’t just another email marketing tool – it’s a comprehensive suite created to enhance your overall customer experience strategy! So if you ever need a reliable partner to supercharge your marketing efforts while providing valuable insights on customer behavior trends and preferences – look no further than ActiveCampaign!

The Importance of Copying in ActiveCampaign

Wondering why copying is essential in ActiveCampaign? Let’s delve into it. For starters, it saves you time. Instead of creating emails, automations, or campaigns from scratch each time, you can simply duplicate your successful ones and adjust where needed. It’s a convenience that’s hard to overstate.

Another advantage lies in the realm of testing. You’re able to clone an existing campaign and tweak certain elements for A/B testing purposes. This way, you can compare the performance between two versions and make data-driven decisions on what works best for your audience.

Moreover, copying also gives room for consistency. When you’ve developed a format or design that aligns with your brand identity and resonates with your audience, there’s no need to reinvent the wheel each time. Duplicate it across different campaigns for a consistent brand image – after all, familiarity breeds trust.

And let’s not forget about learning opportunities! By copying and examining successful campaigns by other marketers within your organization or industry (if they’re shared with you), you gain insights into effective strategies and tactics. It’s like standing on the shoulders of giants – accelerating your learning curve significantly.

Here are some key points:

  • Copying saves time
  • Facilitates A/B testing
  • Ensures consistency
  • Speeds up learning

In essence, mastering the art of copying in ActiveCampaign isn’t just about making life easier—it’s about leveraging efficiency while maintaining quality communication with your audience.

Step 1: Logging into ActiveCampaign

Before you can begin copying in ActiveCampaign, you’ll need to log in. If you’re new to this platform, don’t worry. The process is straightforward and won’t take much of your time.

First off, head over to the ActiveCampaign website. You’ll find a large “Login” button in the top right corner of their homepage. Click on that button, and it will lead you directly to the login page.

Here’s where your email address and password come into play. Fill out these two fields with the appropriate information. It’s crucial that you enter your details correctly; otherwise, you won’t be able to proceed any further.

Once you’ve filled out both fields, hit the blue “Login” button beneath them. Assuming everything checks out with your credentials, this action will grant instant access to your ActiveCampaign account dashboard.

If by chance something goes wrong during login – maybe you’ve forgotten your password or entered an incorrect detail – there’s an option labelled “Forgot Password?” below the Login button for recovery purposes.

Remember, security is vital when dealing with online platforms like ActiveCampaign. Always ensure that the device or network connection used for logging in is secure to avoid unauthorized access or loss of data.

Step 2: Accessing the Copying Tools

Alright, let’s dive right into the meat of it. You’ve logged in and you’re ready to get started with copying in ActiveCampaign – that’s fantastic! But where do you find these mystical “copying tools”? Well, they’re not as elusive as they might seem.

First off, navigate your way to the dashboard. This is your command center for everything ActiveCampaign-related. Look around and familiarize yourself with its layout – it’s more intuitive than you’d think! Your eyes should then land on a section titled ‘Campaigns’. That’s where our journey begins.

Upon clicking ‘Campaigns’, a dropdown menu will reveal itself, baring all kinds of options. Here, your focus should be on one particular option named ‘Manage Templates’. In this treasure trove of templates lies the copy function we are after.

After selecting ‘Manage Templates’, you’ll be presented with a list of all available templates. Look closely and you’ll notice three little dots or an ellipsis next to each template name. This is where you’ll find ‘Copy’ – just click on those dots and voila! You have accessed ActiveCampaign’s copying tool!

In summing up this step:

  • Head over to your dashboard.
  • Click on ‘Campaigns’.
  • Select ‘Manage Templates’ from the drop-down menu.
  • Locate the ellipsis next to any template.
  • Click on ‘Copy’.

So there it is! It wasn’t so hard now, was it? Remember, practice makes perfect – give this process a go multiple times until it becomes second nature to you. With persistence comes proficiency; soon enough, navigating through ActiveCampaign will feel like second nature!

Step 3: Selecting the Element to Copy

Now that you’re well-versed with ActiveCampaign’s interface, let’s dive into the meat of the matter – selecting the element to copy. Whether it’s a block of text or an intricate design component, ActiveCampaign equips you with all necessary tools for seamless copying.

Navigating through your campaign, you’ll find various elements such as texts, images, and buttons. These are what make up your email designs. In order to replicate any of these components in your layout, simply hover over them. You’ll notice a ‘copy’ icon appearing near the selected item. Click on this icon and voila! The element is now duplicated within your workspace.

Remember that not all elements need to be copied identically. For instance, if you’re copying a text block but want different content in the duplicate one – no worries! Just click on ‘edit’ after copying and customize away! The flexibility of ActiveCampaign allows for such modifications effortlessly.

In case data-driven insights drive your actions more than anything else (and they should!), here’s something intriguing:

ElementsPercentage Copied

This table above shows how users typically interact with ActiveCampaign elements while designing their campaigns. As seen, text blocks take precedence over other elements when it comes to duplication.

So there you have it – selecting an element for copying in ActiveCampaign is straightforward and extremely efficient. Take advantage of this feature and amplify your campaign designs manifold!

Step 4: Configuring the Copy Settings

Following on your journey to mastering ActiveCampaign, you’ll now delve into configuring the copy settings. This pivotal step allows you to tailor the copied materials precisely to your needs. Let’s break it down into easy-to-digest chunks.

First off, when copying a campaign or any other item in ActiveCampaign, a settings window pops up. Here, you can rename your duplicated item and tweak other parameters as needed. Remember, it’s essential to give it a unique name to avoid any confusion later on!

Next up is choosing whether or not you want to include all of the original’s attachments in your copy. You might find that some of them aren’t relevant for this particular use case – so feel free to exclude them. It’s all about tailoring each campaign specifically for its intended audience.

Then comes selecting which lists or segments will receive this new campaign – if any at all! This efficient feature enables you to send out targeted messages with ease. So don’t forget: specificity can often be key when aiming for impactful digital marketing.

Finally, let’s talk scheduling options. ActiveCampaign gives you full control over when your new campaign goes live – choose from immediate deployment or setting up a future launch date and time.

Throughout these steps, pay close attention – details matter here! Your ultimate goal should be creating an optimized duplicate that caters exactly to its intended purpose while saving time and resources in the process.

Step 5: Verifying the Copied Content

Now that you’ve copied your content in ActiveCampaign, it’s time to move on to verification. This step is crucial because it ensures that your replicated material is exactly as you intended. It’s about crossing the Ts and dotting the Is, so to speak.

First off, check if everything has been duplicated correctly. That includes text, images, links – essentially any element present in your original content. You’d want to ensure these elements are not just copied but also placed properly. They should appear where they’re supposed to be.

Next up, double-check all hyperlinks within your copied content. Click on them and see if they lead to the correct pages or websites. There’s nothing more embarrassing than sending out a newsletter with broken or incorrect links.

Remember also to verify any dynamic content you might have used! Dynamic content changes based on who views it – for example, a personalized greeting using the recipient’s name can make an email feel more personal and engaging. If such components exist in your initial material, confirm that these elements function appropriately after being copied over.

Finally, don’t forget about formatting! It can get skewed during copying sometimes; hence revisiting this aspect never hurts. Look at font sizes and types, colors of text or backgrounds – are they consistent with what you had planned?

There we go – verifying may seem like an extra step but trust me; it’ll save you from potential blunders down the line!


Mastering the art of copying in ActiveCampaign isn’t as daunting as it seems, is it? It’s a skill you’ve now added to your digital marketing toolbox. Remember, practice makes perfect. The more you use this feature, the faster and more efficient you’ll become.

Let’s recap what we’ve covered:

  • Understanding the importance of copying within ActiveCampaign.
  • How to copy an entire campaign or just specific elements.
  • Tips for ensuring your copied campaigns retain their effectiveness.

But don’t stop there! Keep exploring other features that ActiveCampaign offers. From automating email sequences to advanced analytics, there’s always something new to learn.

We hope this guide has been helpful in demonstrating how easy it can be to duplicate strategies within ActiveCampaign. Now, go ahead and implement all that you’ve learned today!

Remember, if ever in doubt, refer back to this guide. After all, it’s your roadmap to mastering copies in ActiveCampaign. And don’t forget – keep trying out new things and learning from your mistakes along the way. Here’s wishing you success on your journey with ActiveCampaign!

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