How to Transfer Workflows Between Sub-Accounts
A workflow is a series of automated actions triggered by specific conditions, designed to enhance customer engagement and streamline business processes. Workflows can be extensive and time-consuming to create, making the ability to copy them between sub-accounts invaluable.
Locate the Workflow
Navigate to the Automations > Workflows section in your main sub-account and find the workflow you wish to copy. Click on the three dots next to the desired workflow to reveal a menu, then select the "Copy to Sub-Account" option.
In the pop-up Select the sub-account you want to transfer the workflow to from the list provided. After selecting the destination sub-account, click on Submit. The workflow will be copied over in a few seconds.
Customize the Workflow
Once copied, the workflow will appear in draft form within the destination sub-account. Open the draft to review and make necessary adjustments.
Adapt the workflow to fit the unique requirements of the new sub-account. For example:
- Update tags to match the new account’s structure.
- Modify triggers or actions to align with specific goals.
Key Elements That Are Copied
When copying a workflow, the following seven elements will be transferred:
- Triggers: Events that initiate the workflow.
- Actions: Tasks executed by the workflow.
- Conditions: Rules that guide workflow behavior.
- Delays: Wait times between actions.
- Notifications: Automated messages sent during the workflow.
- Tags: Labels used to categorize contacts or tasks.
- Custom Fields: Data placeholders for personalization.
If any of these elements do not already exist in the destination sub-account, they will be created automatically.
đź“ŚNOTE: Elements outside these seven (e.g., email templates, and campaign assets) will not transfer and must be recreated manually.
Why Copy Workflows?
By copying workflows between sub-accounts, you reduce repetitive tasks, reduce errors, and replicate successful strategies. This feature is essential for businesses managing multiple sub-accounts, offering both efficiency and consistency in their automation efforts.
Now, you’re ready to save time and simplify your workflow processes across all your accounts!
Troubleshooting and FAQs
Q: What if an element of my workflow doesn't copy over?
- A: Check if the element falls outside the seven supported types. If so, you'll need to manually recreate it in the destination sub-account.
Q: Can I copy a workflow to multiple sub-accounts at once?
- A: Currently, workflows must be copied to each sub-account individually. This ensures you can customize each one as needed.