Duplicating Triggers
In this article, you will learn how to duplicate a trigger.
Duplicating triggers is useful if you want to run the same trigger across multiple client locations. Instead of creating and customizing the trigger from scratch, you can simply duplicate it and make any adjustments necessary.
What you will need:
1. A trigger.
Step 1
Click Triggers on the client view.
Step 2
Click on the trigger you want to duplicate.
Step 3
Click the Actions dropdown on the top right.
Step 4
Click Duplicate Trigger.
Step 5
Type in a New Trigger Name and select the client location(s) you want to duplicate the Trigger into.
Step 6
Click Copy.
Things to consider:
You may need to make adjustments to the trigger duplicated in other client locations depending on the configurations and setup.
All duplicated triggers start in draft mode so be sure to activate them.
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Articles in this section:
- Triggers Overview
- Push Notification on Trigger
- Folders
- Duplicating Triggers
- Email/SMS Notifications (Lead Added to Campaign)
- Email/SMS Notification (Lead Replied)
- Task Reminders and Triggers
- Triggering Actions with Trigger Links
- Appointments and Triggers
- Facebook Lead Forms and Triggers
- Forms and Triggers
- Testing Facebook Lead Connection
- Adding Notes with Triggers