Copying Engagements

Copying Engagements

How to copy Engagements

Copy Engagements by clicking the copy button next to your target engagement in the View Engagements page.

Then, set the destination as the same as the location of the original engagement. 

How to copy Engagements between environments 

Copy Engagements between sites, for example, from the developer site to the production site.

You can use this functionality to also duplicate a engagement on the same site. You would have to select the same site name from the dropdown to achieve this functionality.

As displayed above, you can also set the URL on which the copied engagement is supposed to be displayed on. Please note that you would have to create a Named Page (URL) under Intelligence -> Named Features, in the destination site (the site to which you are copying the engagement to) to ensure that the Named Page (URL) shows up as an option in the second dropdown while copying a engagement (in the GIF above, 'Hello’ is a Named Page that I have already created in the destination site 'Sashank’s New Account’).

Modals

Once you copy a modal engagement, such as an announcement, or survey, edit the engagement so that it displays on the correct URL of your new site.

Guided Tours

Once you copy a guided tour engagement, edit the entire guided tour in the Tour Step Wizard of the page it should display on. If the elements between your development site and your production site vary, your guided tour will break. So, it is important to verify that each tour step is pointing to the correct element in your production site.