Help / Planning

Copying events and campaigns

Most of a studio's year happens again: the recital, summer camp, fall registration, the open house. Instead of planning each one from scratch, copy the one that worked. Its timeline, posts, emails, offers, tasks, and checklists come along, moved to the new dates, and you change what's different on the way.

Copying something

Open the event or campaign and choose Copy. You can also start from Calendar → Copy something you've run, which lists your events, registration periods, seasons, campaigns, and promotions from the last three years, or from Copy one of your own in the campaign gallery, where your best campaigns are listed first.

The copy page shows everything that can come along, each with its new date. Untick what you don't need, change any date, set the goals and offers, and choose Make the copy. Afterward, the copy's page opens with a list of what came along.

What comes along

The event or campaign itself: its name, dates, time, location, program, owner, goals, capacity, and (if you choose) its notes.
Everything planned under it: its campaign, social posts with their captions and photos, emails with their content and audience, other communication, offers, goals, and milestones.
A campaign's objective, key message, audience, KPI targets, registration links, and lead follow-up rule.
Tasks and checklists, each the same number of days before the start.
Planned graphics, either to design again or with last time's finished files.
Files from the asset library, linked rather than copied, so the library doesn't fill with duplicates.
Groups of who's taking part, with or without their members, and automations linked to the campaign. Copied automations are off until you turn them on.

Results, leads, registrations, check-ins, approvals, and short links stay with the original. In the copy, everything starts over as planned or a draft, and nothing is scheduled. Pieces that were skipped last time start unticked.

How the dates move

Every piece keeps its distance from the start. A post that went out 21 days before the recital goes out 21 days before the new date, and a task due a week before is due a week before. Change the start, and the whole plan moves with it. A date you change yourself stays where you put it.

Next year's version of an event starts on the same weekday, so a Saturday recital stays on a Saturday. Names follow the year: "Spring Recital 2026 launch post" becomes "Spring Recital 2027 launch post".

Next year's version or a separate copy

Next year's version is the same event in another year. It joins the original's history, so the two line up on Compare, Every year, and Planning from last year. If that year is already on your calendar (for example, because the event repeats every year), the page offers to bring the plan into it instead.
A separate copy is its own event, built from this one: a second camp session, a workshop series, or something new. It remembers where it came from, but isn't compared with it. Make several at once: say how many and how many days apart, and each is numbered in its name ("Camp Week 2", "Camp Week 3").

Either way, the copy's Details show what it was copied from, and the original lists its copies.

Changing the copy

Goals: the registration goal, capacity, and revenue goal, with how last time went and a suggestion about 10% higher (never past capacity). A campaign's KPI targets and the targets of goals under it can change too.
Offers: each offer's value, code, and terms.
Wording: find and replace across every name, caption, email subject and body, key message, task, checklist line, and graphic. The year is filled in for you.
Program: swap the program it's for. The new program's name replaces the old one in the copied words.
Creative: plan the graphics fresh, or keep last time's finished files. Keep or drop the photos on each post.
Who has what: give one person's pieces, tasks, graphics, and checklist lines to someone else. Everyone who has something in the copy gets one note saying how much.
AI: tick update the posts and emails with AI and AI rewrites last time's words for the new dates, offers, and programs, following what you said to change. Each change waits for you to use it or discard it.

Bringing last year's plan in

An event that repeats every year gets next year's entry on its own, with its dates moved forward but nothing planned under it. When last year had a plan and this year has nothing yet, the event's page says so, with Bring last year's plan in. The same button is in Planning from last year, on Every year pages, and among your Strategist's recommendations.

It works like a copy, but into the year that's already there: only what this year doesn't have yet comes along, matched by kind and name, so nothing is planned twice. Its goals and milestones change only where you change them.

Bringing the lessons

If the original has a review, the copy page offers to bring its lessons along: what to keep doing, what to change, and the questions to answer up front, as a checklist on the copy due a week before promotion starts. Each lesson shows as "on the plan" on the copy's Lessons from last time card. See Reviews, lessons, and the playbook.

Checklists

Events, registration periods, seasons, campaigns, and promotions can have checklists: the day-of run sheet, what to pack, costume pickup. Type or paste a list (one line each), or copy a checklist from another event. Give each line a person and a due date, set as days before the start or after it ends, and tick lines off as they're done.

Because lines are set by days, not dates, a copied checklist fits its new event exactly. Lines always come along unticked.

The resource library has a ready-made checklist for every kind of event, and any checklist can be saved there to use on other events. See The resource library.

Undoing a copy

Changed your mind? Open What came along in the copy's Details and choose Undo the copy. Everything the copy made goes, along with anything you've added under it since. The original isn't touched, and when you've filled a plan, what was already planned stays. Once something in the copy has gone out (an email was sent, a post was published, a lead was credited, or registrations were counted), it can't be undone: remove the pieces you don't need instead.

Who can copy

Copying needs permission to manage the calendar, and a campaign needs permission to manage campaigns. Each kind of piece comes along only if you're allowed to make it: posts need social, emails need email, goals need goals, tasks need tasks, groups need groups, and automations need automations. Anything you can't copy shows why on the copy page.