How to duplicate and reuse a marketing plan in Nippy
In Nippy you can duplicate a marketing plan, together with all activities.
In this way you will create a new draft plan with draft activities with all dates adapted to the dates of the new plan.
How to duplicate a marketing plan
- Go to My Marketing Plans in the sidebar and choose the plan you want to duplicate from the dropdown
- Click on the three dots next to the name of the plan and then click Duplicate
- Fill-in the required information for the new plan in the dialog. Name and dates are required fields.
- Click SAVE
The campaign, projects, and tasks in the new plan will be also duplicated and saved as drafts. To activate them in your workflows, you need to launch the plan or launch the activities separately.

