How to copy a VICIdial campaign

If you've already dialed in a campaign's settings — the right pacing, the right dial statuses, the right call times — there's no reason to retype all of it for the next one. VICIdial has a copy feature that clones an existing campaign's configuration into a brand-new ID. It's one of the fastest ways to stay consistent across a fleet of similar campaigns, and it takes about ten seconds.

The three fields you fill in

The Copy Campaign page asks for almost nothing. You provide a new campaign ID, a new campaign name, and you pick the source Campaign whose settings you want to clone. Submit, and VICIdial copies all of that source campaign's settings into the new one. That's the whole job — no page of options to wade through up front.

The same campaign ID rules from creating one from scratch still apply: two to eight characters, letters and numbers only, no dashes or spaces, and the ID can't already belong to another campaign or in-group. And like always, that ID is permanent the moment you save it, so choose it with the next year in mind.

What copies and what doesn't

The key thing to understand is that copying duplicates configuration, not data. Your Dial method, dial level, dial statuses, call times, and the dozens of other knobs come along for the ride. What does not come along are the leads and the Lead list assignments — the new campaign starts empty and waits for you to attach lists to it.

That's exactly what you want in most cases. You usually want a fresh campaign to inherit the proven settings but dial a different set of leads. So after copying, your remaining steps are short:

• Attach the lists you want this campaign to dial.
• Double-check the caller ID and any list-specific overrides that shouldn't have carried over.
• Flip the Active toggle on once you're satisfied everything looks right.

When copying is the right move

Copying shines when you run several near-identical campaigns — say one per region or per shift — and want them to behave the same way. Set up one carefully, get the pacing right using something like our drop-rate guide, and then stamp out the rest as copies. It also keeps your fleet consistent, which makes troubleshooting far easier later because every campaign behaves predictably.

There's a quieter benefit too. When you copy a known-good campaign instead of building from a blank form, you skip the settings that are easy to forget — call times, the right dial statuses, your caller ID setup. Those are exactly the fields a tired manager leaves at the wrong default at the end of a long day, and a single wrong call-time setting can have you dialing people outside legal hours. Starting from a copy means starting from settings you've already proven safe.

The one habit to keep is reviewing the copy rather than trusting it blindly. A setting that was right for the source campaign — a specific caller ID, or an override pointing at a particular list — might be wrong for the new one. Copying gets you ninety percent of the way; a two-minute review covers the last ten.

For the bigger picture on how all those copied settings work together, the dialing strategies guide ties them together. And if you'd rather not run the server underneath all this, our managed plans handle it — see the pricing page.