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Hi! Welcome to XMPie PersonalEffect Cross Media. 

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From time to time, it may be necessary to copy or duplicate a Circle project or template. 

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For example, if you want to make a backup before implementing a change; 

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or if you want to repeat a successful campaign for a different customer or promotion.

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There are two ways to find the option to duplicate a project. 

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If the project is open, you can select Save as from the File menu. 

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In this case, you will be duplicating the project from disk – 

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meaning that any changes you have made in the open project since your last save will not be included in the new copy.

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Alternatively, if you wish to copy a project without opening it, you can use the Open/organise menu 

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and locate the duplicate icon on the row of the project you want to copy.

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The duplicate icon will appear on Projects, Templates and Flow patterns, but not on Sketches or Instances.

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When you choose to copy a project, you will see this dialog. 

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You can choose to copy the flow Diagram Only. 

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In this case, if the source project is connected to uProduce, any files or data in the uProduce server will not be copied. 

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This allows you to use the flow of the campaign, and to setup totally new document designs, logic and data.

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The All Content option offers to also copy the project documents and resources on the uProduce server.

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Optionally, you can select to also copy the master list data sources and project-level Circle users.

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You can even select to create the new copy in a different uProduce account if necessary.

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Note that the duplicate function will not copy sample recipients or report data. 

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(It copies the Marketing Console reports, but not the tracked event data from the source project.) 

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And, the website and friendly URLs are also not copied, 

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but it is a simple matter to create the managed website, copy over the files and configure a different friendly URL.

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This table describes what is copied by the duplicate function.

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Only users with Circle subscription level permissions can access the duplicate feature.

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Only users with Power User or Administrator can use the All Content option.

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Users with Planner, Builder, Power User or Administrator can use the Diagram only option.