Overview:
- You can copy your existing workflow to create a new one identical to the existing one.
When to use this functionality:
Template Creation:
If your existing workflow serves as a template in your test account, copying it allows you to create standardised workflows for your Live account without starting from scratch.
Testing:
Copying a workflow is beneficial for testing purposes. You can create a duplicate to experiment with changes, updates, or enhancements without affecting the original workflow.
Export Workflow:
- Navigate to Settings > Workflow.
- Click the desired workflow.
- In the "Edit Workflow" section, go to the "Export" tab.
- Highlight and copy the code.
Import Exported Workflow:
- Navigate to Settings > Workflow.
- Click "Import Workflow."
- Use "CTRL + V" to paste the code.
- Click "Import."
(!) Once you click "Import" edit the workflow name so it will be saved as a new workflow.