Email Marketing Tool

AWulkan
Member

Cloning Simple Automation Workflows Within Marketing Emails

SOLVE

Now that there is the "new" automation tab within marketing emails - it would be helpful to be able to carry those over (or have the option to) when you clone an email. 

 

Right now, I have to recreate every simple workflow I want to have despite them being the exact same (or small variations) of what was on the original email. 

 

It's so much quicker to turn off a simple workflow with the toggle than re-creating the whole workflow each time. 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Cloning Simple Automation Workflows Within Marketing Emails

SOLVE

Hi @AWulkan,

 

Cloning of these workflows is possible, it does however require a Professional subscription. HubSpot doesn't make all workflow related features available for Starter customers and simple automation (hence the 'simple').

 

If you're on a Professional subscription or higher, you can find your simple automation workflows under Menu > Automation > Workflows > tab Created in other tools. By hovering over a workflow, you should see a Clone button which allows you to clone the workflow for another email.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Cloning Simple Automation Workflows Within Marketing Emails

SOLVE

Hi @AWulkan,

 

Cloning of these workflows is possible, it does however require a Professional subscription. HubSpot doesn't make all workflow related features available for Starter customers and simple automation (hence the 'simple').

 

If you're on a Professional subscription or higher, you can find your simple automation workflows under Menu > Automation > Workflows > tab Created in other tools. By hovering over a workflow, you should see a Clone button which allows you to clone the workflow for another email.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

CBN
Top Contributor

Cloning Simple Automation Workflows Within Marketing Emails

SOLVE

Correct, but cloning a workflow as an annoying gap: 

 

The folder is not cloned so every time I clone a workflow belonging to a specific folder I have find it and the move it. 

0 Upvotes