Cross app prompt cloning

A guide on how to clone prompts across different applications in Recurly Engage. It explains how to copy prompts from a staging environment to a live production app to maintain consistency and streamline workflows.

You can clone prompts across apps in Recurly Engage. Copy a prompt directly from one environment, such as a staging app, to another, such as a live production app. You can also clone a prompt from one guide to another within the same app.
Available on all Recurly plans

Prerequisites

  • You must be an active Recurly Engage member. If you're not, book a demo.

Definition

Cloning copies an existing prompt to another app, or to another guide within the same app, so you don't have to re-create it manually.

Key benefits

Consistency Maintain a consistent brand voice and customer experience without manually re-creating prompts across apps.
Streamlined workflows Build and test prompts in a staging environment, then deploy them to your live apps. You save time and reduce the risk of errors.
Improved accuracy Minimize mistakes by copying an exact duplicate of a prompt that's already been tested and approved.

Clone a prompt to another app

1

Open Prompts

Go to the Prompts section in Pulse, the Recurly Engage management console.

2

Select a prompt

From the All Prompts section, select the prompt you'd like to clone.

3

Start the clone

Select the

  • Clone
button and choose the app you want. Alternatively, open the prompt and select Clone from the Manage dropdown menu.

4

Choose the destination app

In the Clone Prompt modal, select the app you'd like to clone the prompt to.

ImportantAfter cloning, reset the custom goals, actions, triggers, experiments, and segments on the cloned prompt.

Clone a prompt to another guide

You can clone an existing prompt from one guide to another within the same app, without re-entering it manually.

1

Open the prompt

Navigate to a guide and select the prompt you want to clone.

2

Choose Clone

Select Manage, and then select Clone.

3

Select the destination

In the Clone Prompt modal, select the app and the guide you'd like to clone the prompt to.


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