How to Clone an Automation

This article explains how you can clone automations in Pabau.

Step 1: Navigate to Automations

Start by logging into your Pabau account using your login details. Then, expand the Marketing tab on the left sidebar menu to reveal the Automations tab.

Step 2: Locate the Desired Automation

On the Automations page, use the search bar to find the automation you'd like to clone.

Step 3: Clone the Automation

After locating it, hover over the three dots at the top right corner of the automation to reveal the 'Clone' action.

Once you click 'Clone,' the duplicated automation will open, giving you the option to edit any details. To turn on the automation, head to the 'Review' tab and select 'Turn On.'

The cloned version will now be listed along with all others in the system in the Automations page.

By following these steps, you can clone an automation in Pabau.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.