Edit and Copy Whiteboards

Goal

Update an existing Whiteboard or create a copy for a new journey while avoiding message conflicts and preserving data clarity.

Background Information

Whiteboards are used to design automated customer journeys. Over time, you may need to improve a journey’s performance or reuse a setup for a different audience.

There are two main approaches:

• Edit a Whiteboard by creating a new version

• Copy a Whiteboard to reuse its structure without affecting the original

Each option supports different use cases.

Procedures

1 Edit an Existing Whiteboard

Use this option to optimize a journey while allowing existing contacts to complete their flow.

Example: improve your birthday campaign without disrupting ongoing sends.

1. Click Edit on the Whiteboard you want to update. This creates a draft version.

2. Make the necessary changes.

3. Click Publish to activate the new version.

Notes:

• The previous version is phased out: it no longer accepts new contacts, but existing contacts continue their path.

• Each version has its own statistics, allowing you to compare performance over time.

2 Copy a Whiteboard

Use this option when you want to reuse the structure for a different audience or campaign.

Example: You want to replicate your seasonal campaign for another customer segment.

1. Go to Automations > Whiteboards

2. Click the three-dot Action menu next to the Whiteboard you want to copy.

3. Select Copy.

Notes:

• The new Whiteboard has the same structure but no statistics.

• This ensures a clean start with no data carried over from the original.