Duplicating a guide

Duplicating a guide copies its structure and content into a new draft, so you don't have to start from scratch.

How to duplicate

1. Go to your Guides list
2. Find the guide you want to duplicate
3. Click the three-dot menu next to the guide
4. Select Duplicate

A new guide is created as a copy, including all sections, steps, and their content. The duplicate starts as a Draft regardless of whether the original was published.

What gets copied

• All sections and their order
• All steps, including content, type, and settings
• Step properties like call-to-action labels and URLs
• Media references (the duplicate points to the same media assets — it doesn't create copies of images or videos)

What doesn't get copied

• Enrollments — the duplicate starts with no contacts enrolled
• Version history — it starts fresh with no published versions
• Published status — duplicates always start as drafts
• Guide name — the duplicate is named "Copy of [original name]." Rename it right away to avoid confusion.

When to duplicate

• You're creating a guide for a different audience but with a similar structure
• You want to experiment with a major restructure without touching the original guide
• You have a template guide that you use as a starting point for new projects

Next steps

Now that you have your guide, add contacts to enroll in it.