You can select several steps in a sequence, copy them as one block, and paste them into another branch or another campaign. The step types, delays, and content are copied with them. This is useful when a condition has two near-identical branches: you build one branch, then paste it into the other instead of recreating each step and risking a missing step or a wrong delay. You can also cut a block of steps to move it to another place in the sequence.
You can paste into a Draft campaign or a running campaign, and between existing steps.
Keyboard shortcuts in this article use ⌘ (Mac). On Windows, use Ctrl instead.
What gets copied
Step types, delays, and content.
Forced senders, CC, threads, and A/B variants are kept as-is.
If you select steps in both branches of a condition (Yes and No), the parent condition is included automatically so the full block is copied.
Copy and paste steps
Phase 1: Select the steps
Open the campaign, then open the Sequence tab.
Select the steps you want to copy. Drag across them, or use the keyboard: ⌘ + ↑ or ⌘ + ↓, and ⌘ + A (on Windows: Ctrl + ↑ or Ctrl + ↓, and Ctrl + A).
✅ Verify: a toolbar appears at the top of the sequence showing the number of selected steps (for example, 6 steps selected) with Copy and Cut.
Phase 2: Copy the steps
Click Copy in the toolbar, or press ⌘ + C (on Windows: Ctrl + C).
✅ Verify: the message 6 steps copied appears at the top, and the + buttons between steps turn into paste icons.
Phase 3: Paste the steps
Go to the point in the sequence where you want the steps. This can be in another branch or between existing steps.
Click Paste steps here at that insertion point. The number matches how many steps you copied.
The copied structure is added at that point.
To paste the steps into another campaign, open that campaign's sequence and press ⌘ + V (on Windows: Ctrl + V).
Phase 4: Save the changes (running campaigns only)
In a running campaign, pasted steps are not applied until you save them.
At the bottom of the sequence, check the pending changes bar (for example,
1 pending change), then click Save changes.In the Save your changes window, check the number under New steps, then click Save changes.
The changes apply immediately to your running campaign. A new step only reaches leads that haven't gone past it yet. Leads already waiting on a later step keep going from where they are.
Move steps with Cut
Use Cut when you want to move a block of steps instead of duplicating it.
Select the steps as described in Phase 1.
Click Cut in the toolbar, or press ⌘ + X (on Windows: Ctrl + X). The selected steps are removed from their current position.
Paste them at the new insertion point as described in Phase 3.
In a running campaign, save the changes as described in Phase 4.
Example
Your sequence has a condition, and both branches should send the same follow-ups except for one step. Build the Yes branch, select its steps, copy them, and paste them under the No branch. Then edit only the step that should be different.
Troubleshooting
Issue: The pasted steps aren't running in a running campaign
Root cause: The changes were not saved.
Fix: Check the pending changes bar at the bottom of the sequence, click Save changes, then confirm with Save changes in the Save your changes window.
Issue: Some leads didn't receive the pasted steps
Root cause: Those leads had already gone past the point where you pasted the steps. A new step only reaches leads that haven't gone past it yet.
Fix: No action is needed for leads already on a later step. They keep going from where they are.
Issue: The condition step was copied along with the branch steps
Root cause: You selected steps in both the Yes and No branches. The parent condition is then included automatically.
Fix: To copy only one branch's steps, select steps in that branch only.
If your case is different
If you want to move a single step by drag and drop, see Reorder steps in your sequence.
If you want to copy a whole campaign, see Duplicate a campaign.
If you need to set up a condition and its branches, see How to use conditions in your campaign sequence.