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.