Workflows · 1 min read
Copy and Delete Workflow Triggers
A workflow can have several triggers, so the same steps can start from different events. Copying a trigger saves time when you need a similar one, and deleting old triggers keeps your workflow tidy.
Copy a trigger
- Go to Automation > Workflows and open the workflow.
- Click the copy icon on the trigger card and choose Copy. The copy appears right below the original, with all the same settings.
- Click the copy and change its name, filters, or settings.
- Click Save. The workflow now starts from either trigger.
Double-check filters on the copy, especially if the original has a lot of conditions.
Delete a trigger
- Open the workflow and find the trigger.
- Click the bin icon on the trigger card and choose Delete.
- Make sure it's the right trigger, then click Confirm.
Deleting a trigger can't be undone. The workflow stops starting from that event. Contacts who already entered through it keep going.
Tips
- Give copied triggers clear names so you can tell them apart.
- Check how many contacts enter through a trigger before you delete it.