Copy a Project's Settings to Create a New Project

Copying an existing project's settings saves significant time when creating a new project with similar configurations. This feature duplicates workflow settings, call scripts, web leads, page layouts, email templates, custom fields, saved queries, and reports to your new project. However, certain settings require manual configuration in the new project.

Understanding which settings copy and which do not helps you plan your project setup efficiently. This guide walks you through the copy process and lists all settings that need separate configuration.

Settings That Will Not Be Copied

The following settings must be configured separately in your new project:

  • Contacts
  • Result Code based email settings
  • Result Code based SMS settings
  • Email Drip settings
  • Salesforce settings
  • Zapier settings
  • DocuSign settings
  • Payment gateway settings
  • Email and SMS notifications and reminder settings for appointments
  • Outgoing Web Leads (Active Status Only)
  • Project-based email and SMTP settings
  • Searchable Menu field options
  • Scheduled reports
  • Export Contact Changes

Copy a Project

  1. Log in to Vanillasoft as an Admin.

  2. Click the Copy icon next to the desired Project.

  3. Enter the desired name for the new Project.

  4. Click OK to create the new Project.

Once the new project is created, you will automatically be brought to its Project Settings page. To copy contacts from another project into the newly created project, follow the steps in the Copy Contacts To a Different Project article. For additional project configuration options, refer to the How to Rename a Project in VanillaSoft article. For additional support, contact Vanillasoft Support.

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