November 13, 2024 How to Clone or Copy Your Swell Events

Cloning or copying your Swell events is fast and easy. In this Just 1 Thing from Swell we'll walk you through how to do it, the reasons you might want to consider using this feature, and a few tips.

Here's what we talked about:

• What is copied/cloned from a prior year event?
• Why Should You Consider Cloning an Event Instead of Starting from Scratch?
• How to clone?
• What to do if it’s an archived event?
• Tips and Best Practices

 

What Is Copied Over?

When you clone an event, everything except transactional data is copied. Your new site will use the same URL (web address) as your old event and the old event will be archived. The new event will automatically be populated with your payment processor settings, customizations, branding images, products, emails, content pages, and sponsors.  

Why Should You Consider Cloning an Event Instead of Starting from Scratch?

By copying a previous campaign you'll save time and make sure donors and guests don't accidentally land on an old link.

How to Clone an Event

Copying an event is really easy! Just click the copy button next to it on your event list. Here's how in more detail:

You might also find these other articles from the help guide helpful:

What happens when I copy (clone) a previous campaign?

How to Copy, Edit, and Launch a Repeat Event

When You Need Our Help:

If you want to change the URL for your event, reach out to us at [e-mail] We're always happy to help! 

Need to archive or unarchive an event? The process has changed since the recording of this video. You can now do that yourself!

Go to the Admin panel under Setup.

To archive your event uncheck both boxes.

To move your event into testing mode, uncheck the box next to  "It's publicly available". 

To unarchive your event without launching to the public, check the box next to "It's active" but leave the "it's publicly available box unchecked.

Caution: Leaving an event publicly available and making it inactive will remove the event from your active event list BUT will allow your checkout pages to be accessed if someone has the link or QR code to them. This could result in transactions coming in on old events.

If you need help, please reach out! [e-mail]

 

Tips and Best Practices

When you're creating an event for the first time, there are two things you can do to be kind to your future self so you're ready to launch your copied events even faster:

1. Leave the year out of your URL.
2. Use merge tags in the Email Editor instead of typing out your event name or date.

When you're getting things ready the next year,

1. Add new content for this year's event, but keep your content from previous years by moving it to a different content page. Here's an example.
2. Edit your emails and take a look at your products to make sure everything is set up just like you want it to be for the current year.
3. Give your sponsors the time they need by launching your cloned event 6 months to a year out.