Copying and pasting campaign filters helps you reuse complex selections without rebuilding them from scratch. This is useful when creating similar campaigns that target the same type of audience or follow the same criteria. You might use this feature when working with detailed or time-consuming filters. By following this guide, you will learn how to copy a filter from one campaign and apply it to another.
Table of Contents
What Does This Feature Do?
Why Or When Should You Use It?
Step By Step Instructions
Important Limitations
Where Is This Feature Used?
What Does This Feature Do?
This feature allows you to copy a filter from one campaign and paste it into another. Filters define which relations are included in a campaign, such as contacts, members, or individuals.
By reusing filters, you can maintain consistent selection logic across campaigns without recreating complex conditions.
Why Or When Should You Use It?
You might use this feature when setting up multiple campaigns that target similar audiences. It is especially helpful when working with advanced or detailed filters that take time to build.
Copying and pasting filters reduces the risk of mistakes and helps keep your selections consistent.
Step By Step Instructions
Open the campaign that contains the filter you want to reuse.
Click the Field Group Selection.
Check which entity the filter is based on, such as Contacts, Members, or Individuals.
Click the Copy To Clipboard button.
Open the campaign where you want to apply the filter.
Click the Field Group Selection.
Select the same entity you used in step 3.
Click the Paste From Clipboard button.
The filter is now applied to the new campaign.
Important Limitations
Filters can only be copied and pasted between campaigns when the same entity type is selected. For example, a filter based on Contacts cannot be pasted into a selection based on Members.
Where Is This Feature Used?
This feature is available within the campaign setup flow, specifically in the filter and selection area. It applies only to campaign filters and does not affect templates or email content.
Quick Summary
You can copy a filter from one campaign and paste it into another to save time and avoid errors. This is especially useful for complex selections that would otherwise need to be rebuilt. Filters can only be reused when the same entity type is selected in both campaigns.