How to Duplicate and Preview Your Campaigns

Duplicating lets you reuse successful layouts and styles, while previewing ensures your emails look perfect before sending them out to subscribers.

In this article, we’ll break down the steps for each process in a clear, user-friendly way. 

Duplicating campaigns can help you::

• Save time by reusing your existing layout, design, and content structure.
• Keep consistency across multiple emails, ensuring all of your campaigns have the same look and feel.
  
• Running A/B Tests: Experiment with slight variations by creating multiple versions, allowing you to see which one performs best.
• Test new ideas without disrupting your original campaign. For example, you might create two similar emails with slight variations to test which one performs better.

Duplicating a campaign is a simple process that saves you time and effort. Here’s a step-by-step guide:

Step 1: Go to Your Campaign Dashboard 

• Click on campaigns, it will take you to the the main section where all your campaigns are listed.

Step 2: Select the Campaign to Duplicate 

• Find the campaign you’d like to duplicate.
  
• Look for options or icons next to the campaign title. Most platforms will display options like “Edit,” “Delete,” and, importantly, “Duplicate” or “Copy.” This might look like a double-square icon or say “Duplicate Campaign.”
  

Step 3: Choose Duplicate

• Click the Duplicate button or option. This will create a copy of your campaign, which you can modify without affecting the original.
  

Step 4: Name Your Duplicate Campaign 

• After duplicating, you’ll be prompted to rename the copied campaign. It’s a good idea to give it a descriptive name, especially if you’ll be testing it or creating multiple versions. For example, “Holiday Campaign Copy 1” or “Newsletter – Version B.”

Step 5: Make Edits if Necessary

Now you can open your duplicated campaign and make any changes you’d like. This might include adjusting the content, changing images, or modifying links to personalize the message.

Previewing your campaign helps you see exactly what your subscribers will experience when they open your email. It’s a critical step because it allows you to:

• Check formatting to ensure everything looks great across different devices.
• Verify links so that every link directs readers to the right page.
• Ensure consistency in fonts, colors, and layout for a professional look.
• Catch typos or errors that might have been missed during editing.

In short, previewing your campaign is like doing a final check before hitting “send”—it ensures everything is polished and ready to impress! 

Previewing a campaign is simple and effective. Follow these steps to get a thorough look at your email before it goes live.

Step 1: Open the Campaign Editor 

• Start by opening your campaign’s editing window. This is where you make all your changes and finalize your design.

Step 2: Look for the “Preview” Option 

• In most email platforms, there’s a “Preview” button at the top or side of the campaign editor. It may also be labeled as “View as Recipient” or “Preview Mode”.

Step 3: Preview on Desktop and Mobile 

• A good email preview tool will allow you to view the email on both desktop and mobile formats. Click through each option to see how the email looks on various devices.
• This is important because over half of emails are opened on mobile devices. You want to make sure everything is well-formatted for smaller screens, with easy-to-read text and clickable buttons.

Step 4: Check All Links and Interactive Elements 

• While previewing, make sure to test every link, button, or call-to-action. This includes links to your website, social media profiles, or any external resources you’re sharing.
• Some platforms let you click through in Preview Mode, but if not, you can send a test email to yourself (more on this in the next section).

Step 5: Proofread One Last Time 

• In Preview Mode, give the content one final read-through. Check for any spelling, grammar, or formatting errors that might have been overlooked.
• Pay special attention to personalized fields (like “Hello, [First Name]”) to ensure they’re set up correctly.

Even after previewing, it’s a good idea to send a test email to yourself or your team. This helps ensure that the email looks exactly as you intended in an actual inbox.

How to Send a Test Email

1. Click “Send Test” or “Test Email” – In most platforms, this option is available under the preview or settings menu.
   
2. Enter Your Email Address – Type in the address where you want to receive the test email.
   
3. Send – Check your inbox (and the inboxes of other team members if you’re collaborating) to see how the email looks and functions in a real inbox.
   
4. Review and Tweak as Needed – If you notice anything that needs adjusting, go back into your editor, make changes, and re-test as needed.
   

Things to Check in the Test Email 

• Email Layout: Is everything in the right place?
• Mobile View: Does it display well on mobile?
• Images: Are all images loading properly?
• Links and Buttons: Do all links lead to the right destinations?
• Personalized Fields: Do all dynamic fields (like recipient names) display correctly?

Here are a few final tips to ensure your campaigns are top-notch every time

• Duplicate and Edit as a Template: If you find yourself frequently duplicating similar campaigns, consider creating a template that you can use repeatedly. This will streamline the process for future campaigns.
• Preview on Multiple Devices: Not all devices render emails the same way. In addition to using your email platform’s preview tools, consider checking the email on multiple devices to see how it appears.
• Keep Duplicates Organized: When duplicating campaigns for testing or variations, name each version clearly (like “Version A” and “Version B”) to avoid any confusion.

Now you know how to easily duplicate and preview your campaigns to ensure they look perfect before reaching your subscribers.

These steps can save you time, improve the quality of your campaigns, and ultimately increase your email’s success

Got questions? We have answers!
Kindly reach out to us at [email protected] for further assistance.