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Duplicating Triggers in Stack

Note: With the introduction of Workflows, you can now manage everything that Triggers and Campaigns do, and more, all in one place! Learn more about Workflows.

Duplicating triggers in Stack is a great way to apply the same automation across different client locations without starting from scratch. This feature allows you to save time and maintain consistency in your processes. Here's how you can easily duplicate a trigger:

  1. Access Triggers
    Navigate to the Triggers section within your client view.

  2. Select the Trigger
    Find and click on the trigger you wish to duplicate.

  3. Duplicate the Trigger

    • Click the Actions dropdown located at the top right.
    • Select Duplicate Trigger from the menu.

  4. Configure the New Trigger

    • Enter a new name for your trigger.
    • Choose the client location(s) where you want the trigger to be duplicated.

  5. Save and Adjust

    • Click Save to create the duplicate trigger.
    • Review and adjust the trigger settings as necessary for each client location to ensure it fits their specific configurations.

Remember, all duplicated triggers start in draft mode. To make them active, you'll need to manually activate each one after making your adjustments. Enjoy the streamlined process of managing your automations with Stack!