Duplicate or choose your automation recipe

In this video you'll learn how to duplicate an existing automation or work with one of the automation recipe templates we've created for you.

How to Duplicate or Choose your Automation Recipe

Scenario: You already have a pre-made lead magnet delivery recipe available.

Steps:

Locate Existing Recipe: In your workspace, identify the "Lead Magnet Delivery" section where pre-made options might be listed.
Skip Creation: Since a recipe is already provided, you don't need to create a new one from scratch.
Select the Recipe: Click on the pre-made lead magnet delivery recipe you want to use.

Alternative Scenarios:

Creating a New Automation: If you need a different type of automation besides the provided recipe, you can create one from scratch.
Duplicating for New Lead Magnets: If you already have one lead magnet set up and want to create a second one with a similar workflow, you can duplicate the existing recipe instead of creating a new one
- Click the three dots (...) next to the existing automation.
- Select "Duplicate Workflow" to create a copy of the automation.
- Click on the duplicated automation you want to use.
- Click "Edit" to customize the automation details.