In this video, I demonstrate how to create a copy of a workflow to avoid interference from system updates. By duplicating the workflow, you can customize settings without affecting the original version. It's crucial to always work on the copied version to maintain your personalized settings intact.
The objective of this video is to guide users on how to create a copy of a workflow to avoid interference with any updates and changes made to the original workflow.
Making a Copy of a Workflow
Reason for Copying Workflow
Avoid interference with original workflow due to potential updates
Changes in original workflow settings can default back if updated by Offerbolt
Steps to Make a Copy
click on the three dots to the right of the workflow you are wanting to copy
update the name of the copied version
Benefits of Using a Copy
Copied workflow will not be affected by any OfferBolt updates
Best Practice
Always create a copy of the workflow before making any changes or using it
Rename the copied workflow, we like adding the market name ex: Initial SMS - Cleveland
Personalization Tip
Modify the copied workflow name for easy identification and organization
Final Recommendation
Instead of using original workflows, always create a copy and work off of that for so that any future OfferBolt updates will not override any of your settings.