Time-Saving Ideas Using the Clone Button

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When creating your email templates, email sends, web content and campaign automations in ClickDimensions, you may have noticed the Clone button. But do you know all the great time-saving things you can do with this content duplication feature? Let’s take a look at some ideas!

Clone an Email Template

1. Monthly Newsletter Time-Saver: Want to save time on creating your monthly newsletters? Create a basic email template with your header and footer. Then clone this original template each month and fill in the body with new content.

Newsletter Template

2. Troubleshooting Tool: Cloning will also help you troubleshoot any issues you encounter with sending your emails. If your sent email send does not deliver and/or shows rendering issues in the email events associated view, you can clone the original email template, and then narrow down the source of the render error. For example, if your email template contains several FreeMarker statements, you can remove the lines of FreeMarker, one at a time, from the cloned email template. Then send a quick send email to yourself from your contact record to see if the email renders correctly.

3. Change the Email Template Editor Type: Have you created a drag and drop email editor template only to discover you want to add in some details that are only achievable with access to the HTML page source? You can clone the drag and drop email template and change the clone’s editor type to the freestyle editor. This will take all the content you have already created and give you the option of editing the source code. You can change the editor type from block or drag and drop to freestyle or custom HTML. You cannot change a freestyle or custom HTML template to a block or drag and drop template.

4. Send a Reminder Email for Event Registration in a Campaign Automation: In a campaign automation, if you wanted to send the same email again to someone who did not open or click the first time you sent it, you could clone the email template and change a few details like part of the content. For example, if you sent an email with an event announcement with links to a registration form, you may want to send a registration reminder to those who did not open or click. You would clone the original email template and edit it to let recipients know that the registration cut-off date is approaching.

5. Customize Your Content: Cloning an email template will also allow you to create multiple versions of the same email. You may have one email that will go to internal contacts and another intended for your clients. Most of the overall design can remain the same, but you want to add, change or remove content depending on the intended audience. Or you may want to customize the content depending on the geographic location or time zone of the targeted audience.

Clone an Email Send

1. Resend a Sent Email Send: Once an email send has been sent, it becomes inactive and cannot be reused. If you need to resend an email, you can clone the email send and change a few details, including the marketing list, the send on date and time, or part of the content.

2. Test an Email Send: Before you send your scheduled email to a large marketing list, you may want to test it. You can mark the subject with something like “Test Send,” schedule it to send immediately and send it to a test marketing list or send it to individual contacts, leads or accounts. Once you have confirmed that this test email send meets your requirements, you can clone it. Remove the “Test Send” note in the subject line, schedule it for the date and time you want, and add your marketing lists.

3. Archive Your Newsletters: Would you like an easy, codeless way to archive your newsletters so your website visitors can look at newsletters they may have missed? Clone your old email send, then send the clone to yourself. Open the View in Browser link, copy the content of the template and paste it into Microsoft Word. Save this as a PDF and insert the PDF link on your website to allow for easy downloading of your past newsletters.

Clone a Web Content Record

1. Create a Duplicate Registration Form: If you need to create registration forms for multiple events, cloning a form will make the process much faster. Just create your basic form, including the typical fields that would appear on most of your forms, such as first name, last name and email address. Then clone this form and alter any details on the web content record, like name or campaign. Then you can go into the cloned form’s designer and add any custom fields to just this form. You can also change the actions, like setting a specific autoresponder email. If you want to add CSS to your original form, such as font type or background color, it will carry over into any cloned forms.

Cloned Forms

2. Duplicate Landing Pages: If you create a basic landing page that includes your company logo uploaded to the image manager, customized background color, header and footer, you can then clone it each time you want to embed a form or survey. Or you could create a landing page to be used as the post redirect URL in a form’s confirmation text.

Cloned lp

3. Duplicate Surveys and Subscription Management Pages: You can also clone surveys and subscription management pages to save time if you are reusing most of the same core content. When you create a new CRM campaign, you can take the basic survey you created, add questions relevant to the new campaign and associate it with the new campaign. For the cloned web content, you can change the name, domain, campaign, or you can change the Create New Visitor As field to either lead or contact.

Cloned surveys

Cloning a Campaign Automation

1. Test Your Campaign Automation: Before you run large marketing lists through a campaign automation, you will want to test that all of your triggers and actions will behave as you expect. The easiest way to test a campaign automation is to clone it, then run your own test marketing list through, making sure to have some participants complete steps that keep them on the positive path while others purposely are sent down the negative path. If you encounter any problems, you can narrow down the cause by cloning again and altering or removing steps. For example, if participants don’t receive an email, try substituting with a different template to see if it delivers. If the alternate email delivers, then you’ll know you need to take a closer look at that original email template. Once you see desirable results from your test campaign automation, you can clone it, change the name and campaign. Then open the builder of the clone and replace your test marketing lists with your marketing lists for the campaign.

2. Duplicate Structure/Different Details: If you have multiple campaigns, but you want to set up campaign automations that all have similar triggers and actions, cloning a basic campaign automation, then swapping out the specific emails and forms associated with the campaign will save you the hassle of recreating from scratch. For example, you could have one campaign automation geared for contacts and another for leads that would add them to their respective marketing lists.

3. Adjust the Timers for Testing: Cloning the campaign automation for testing will also allow you to alter the wait timer steps. If you want your participants to wait a few days before they are sent an email, on your cloned test campaign automation, you can shorten the wait time to an hour.

Cloned wait timer

4. Keep your Testing Statistics Separate from Your “Live” Campaign Automation Statistics: Another benefit of using a cloned campaign automation for testing is that it will keep your test statistics separate from the statistics related to the campaign automation for your participants. You can use the cloned test campaign automation to send yourself and colleagues through the steps multiple times, re-entering yourselves any time you pause and edit the triggers and actions.

Happy Marketing!

Written by Veronica Kyle, ClickDimensions Marketing Success Manager

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