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Cloning Email and Text Templates

Learn how to clone templates from one pipeline to another

Aimee avatar
Written by Aimee
Updated over 3 months ago

If you have multiple pipelines (such as, one for your AppFolio Tenants Leads, the other for your AppFolio Tenant Applications), you may want to use the same email or SMS templates for each one. However, it's a pain to copy and paste each template, one-by-one, from one pipeline to another. That's why we give you the handy option of template cloning. 

Note that the cloning process is the same for both email and SMS templates.

If you want to clone all your email or text templates from one pipeline to another, (from your AppFolio Tenants to your AppFolio Tenant Applications, for example) simply navigate to the text or email templates page under settings.

First, make sure that the page is set to show your AppFolio Tenants pipeline using the dropdown at the top.

Next, click the "Clone Templates From" dropdown and select the option that says "AppFolio Tenant Application".

A moment after you click AppFolio Tenant Applicants, all the text templates from that pipeline will be cloned and made available for use in your AppFolio Tenants stages and workflows. 

And there you have it! Simple and so much faster than copy pasting!

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