A set-up copied to a new client
Start a new agency client from one you have already set up. Brand kits, forms, sequences and journeys, chatbots, AI agents and documents are copied into the new client's Entity. So are lead lists, segments, comment rules and reply rules. Contacts, messages, posts and results are never copied.
PLANSScale only
The problem it solves
- Every new client takes a week of building the same welcome journey and chatbot again.
- Good set-ups live in one account manager's head.
- Copying by hand misses a step, and a journey sends the wrong message.
How it works
- Make the new client and press Make the Client's Entity.
- Press Copy Set-Up From and choose a client to copy from; it must have its Entity.
- Press Copy. A note on the client lists what was copied.
- Switch to the new client's Entity. Journeys and sequences arrive as drafts: fill in their numbers, mailboxes, templates, lists and segments, then start them.
Everything it does
What is copied
- Brand kits
- Forms with their questions (their list, journey and tags left empty)
- Sequences and journeys as drafts, with their steps and branches
- Chatbots with their steps and choices (no numbers attached)
- AI agents (no numbers or hand-over person) and AI documents
- Lead lists and segments, empty of people; comment hide rules
- Reply rules, pointing at the copied journeys
- Features you do not have are skipped
What is not copied
- Contacts, conversations, messages, posts and results
- Connected numbers, pages, mailboxes and ad accounts (the new client connects its own)
Check before starting
- Links to the source client's WhatsApp numbers, Send From mailboxes, templates, lead lists, segments and people are left empty. A journey that needs a number or a mailbox does not send without it
- A copied segment's rules on lead lists still name the source client's lists; change them
- Copying twice makes a second copy of everything
Who uses it
Account managerCopies a set-up to a new client and checks it before starting.
Agency ownerKeeps one well-built client as the model for new ones.
Where you use it
- Web: Marketing > Clients > the client > Copy Set-Up From
- Not in the phone app: this is done on the web. The SmartMy Marketing app covers chats, contacts, posts, leads and campaigns
What you control
Settings
- Copy From: any client with an Entity
Questions
Are the old client's contacts copied?
No. Contacts, messages, posts and results are not copied, and each client's contacts stay its own. Lists and segments arrive empty.Will copied journeys start sending?
No. They arrive as drafts, with their numbers, mailboxes, templates, lists and segments empty. Fill these in, then start them.Are reply rules copied?
Yes. Reply rules are copied and point at the copied journeys. A rule on a journey that was not copied is left out.Which plan has it?
Scale.Related features
AGENCY MODEAgency clients, each with its own entity and teamAn agency keeps each client as its own Entity in one SmartMy Marketing account. The account manager and the agency team switch to the client's Entity to run its inbox, posts, ads and journeys. The client's people get a portal of their own.CAMPAIGNSJourneys: triggers, waits, If / Else, tags, tasks and goalsAutomate what happens after someone enters. Wait, send an email or WhatsApp message, and branch on a reply or a tag. Tag people, give someone a task, and end at your goal.AI AND SELLINGChatbots with menus, questions and hand-overBuild a chatbot from menus, questions and messages, with no AI and no code. On WhatsApp its menus show as buttons or a list. It saves answers on the contact, tags people and hands the chat to a person.AUDIENCEForms with their own page or an embed scriptBuild a sign-up or enquiry form in Marketing, share its own page or paste one script line into any website. Each entry becomes a contact with its consent and proof, joins your list and journey, and gives someone a follow-up task.AUDIENCESegments on fields and behaviourPick people by what they are and what they did. Use tags, lists, consent, emails opened or clicked, chats, broadcasts read, forms sent, pages viewed and purchases. Segments refresh every hour and feed journeys, broadcasts and Meta ad audiences.AGENCY MODEUsage per client, retainers, time and the month's invoiceFor each agency client, SmartMy Marketing counts the month's messages, AI use and files. It keeps the retainer and the hours your team logged. It makes the month's invoice in one press: retainer lines, extra hours and usage, each line saying what it is.
See your inbox and campaigns on it.
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