How To Copy Workflows Across Sub-Accounts in HighLevel

• Why Copy Workflows?
• Step-by-Step Guide to Copying Workflows
• Customizing the Transferred Workflow
• Key Elements Transferred
• Best Practices for Workflow Transfers
• Conclusion

Transferring complex workflows between sub accounts in HighLevel can save you a significant amount of time and effort. Whether you’re rolling out a new product line or working across different niches, replicating extensive workflows can streamline your processes. This guide will walk you through the steps to copy a workflow from one sub account to another, ensuring a seamless transition and customization.

Why Copy Workflows?

Workflows often involve detailed setups and intricate processes that can take considerable time to create from scratch. When managing multiple sub accounts, such as for different clients or product lines, replicating these workflows can enhance productivity and consistency. By copying existing workflows, you avoid redundant work and maintain a high standard across all accounts.

Step-by-Step Guide to Copying Workflows

1. Select the Workflow to Copy: Start by identifying the workflow you want to transfer. Navigate to the workflows section in your main sub account where the original workflow is located.
2. Access the Copy Option: Click on the three dots next to the chosen workflow. This will reveal several options, including “Copy to Sub Account.”
3. Choose the Target Sub Account: After selecting “Copy to Sub Account,” a prompt will appear asking you to choose the target sub account. Select the sub account to which you want to transfer the workflow.
4. Initiate the Transfer: Once you have chosen the target sub account, click “Submit” to start the transfer. The workflow will be copied over in a few seconds.
5. Verify the Transfer: Go to the target sub account and check the “Drafts” section. The copied workflow should appear there. Open the workflow to ensure all elements have been successfully transferred.

Customizing the Transferred Workflow

After the workflow is copied, you may need to customize it to suit the new sub account’s specific needs. This might involve updating specific details or integrating new elements relevant to the new context.

Key Elements Transferred

While copying workflows is efficient, it’s essential to note that only certain elements are transferred automatically. These include:

1. Triggers
2. Actions
3. Campaigns
4. Email Templates
5. SMS Templates
6. Forms
7. Surveys

These elements cover a broad range of functionalities, ensuring that most of the critical components of your workflows are transferred. However, other elements not included in this list will need to be manually recreated or adjusted in the target sub account.

Best Practices for Workflow Transfers

• Verify Before Customizing: Always check the copied workflow in the target sub account before making any changes. Ensure that all key elements have been transferred correctly.
• Document Changes: Keep a record of any customizations you make post-transfer. This documentation can be useful for future reference or if you need to replicate the process again.
• Test Thoroughly: Run tests on the copied workflow to ensure it functions as expected. This step is crucial to catch any issues that might have arisen during the transfer process.

Conclusion

Copying workflows between sub accounts in HighLevel is a straightforward process that can greatly enhance your efficiency. By following these steps, you can ensure that your complex workflows are replicated accurately, saving you time and effort. Whether you’re managing multiple clients or launching new products, this functionality allows you to maintain consistency and high standards across all your projects.