We understand that some information might not change year-over-year, or you may have spent a lot of time previously to make sure your guide was well-constructed and nicely organized. There’s no need to reinvent the wheel - simply copy the information from an existing guide to use as a starting point.
There are two different processes, depending on whether or not you already have a purchased guide on your account.
If you have a pre-purchased guide available on your organization's account, we recommend copying your content into it. This is the simplest path and keeps your new guide on the correct subscription from the start.
If you do not have a pre-purchased guide available, you can still use an existing guide as a starting point - but the resulting guide will display with No Plan and cannot be published until it's activated on a subscription. To see whether your organization has guides available, click Build New Guide on your org’s Guides page. If you expect your organization to have guides available but don’t see any, contact your account manager.
Already copied to the wrong guide or activated on the wrong subscription? See I Activated the Wrong Guide — What Now? for next steps.
Keep the below items in mind when using the Copy Content tool:
Guide-specific information, which includes any information in the Audience management section, the Notifications section, or the General Info module will not be copied. In addition, user-generated information such as Interact posts, photos and Live Polls will not be copied. Video or virtual meeting links are not transferred when copying content.
If you choose to copy information into an existing guide, all content will be overwritten in the destination guide.
You must be a Guide Admin on both the source and the destination guide to use this tool.
It is not possible to copy content to a published guide.
Copy Content into a Pre-Purchased (Provisioned) Guide
Use these steps if you have a pre-purchased guide and want to copy content into it from an existing guide.
From your Builder homepage, make sure your organization’s name appears in the upper left (not your own name). If it is displaying your name, click the name in the upper left and select your org from the drop-down menu.
Click Build New Guide in the upper right corner.
Choose a guide that will be active during your event dates. Guides in the Available Now section are in service and should be used first. Guides in the Upcoming section can be built now, but can’t be published until their activation date. You’ll be asked to confirm before starting an Upcoming guide.
Click the guide you want to use, then select Copy features from another guide.
Then, select the guide from which you would like to import content. After clicking Import, Builder will process the request. Once the content is copied, click Start editing your guide to continue.
The last step will be to fill in the guide details - these tend to be unique to every use-case, so we don’t bring them over when copying information to your new guide.
Please note, cover image and icon do carry over from your copied guide.
Create a New Guide Using Copy Content
If you don't have a pre-purchased guide available, you can still use an existing guide as a starting point by following the steps below.
This path creates a No Plan guide. The resulting guide will not be on any subscription and cannot be published until it's activated on a plan. Once a guide is activated on a subscription, that pairing cannot be changed. If you have a pre-purchased guide available, use the Copy Content into a Pre-Purchased Guide path above instead.
Start by navigating to an existing guide on your account - this will be the guide you’ll be copying information from. On the guide dashboard, click on the more options ellipsis button ( ⋯ ), then choose Copy content.
Next, click the radio button to select the Copy content into a new guide option.
After clicking Copy, we’ll copy the information onto a brand new guide. When done, you’ll be able to locate the new guide on your Builder homepage.
After You Copy: Update Your New Guide
Copy Content gives you a head start, but a few things are intentionally left for you to update so your new guide reflects the current event. Once your content has copied over, review the items below before publishing.
Updating or Clearing the Schedule in a Copied Guide
Your schedule sessions copy over with the rest of your content. In most cases that is what you want, since you can reuse the sessions you already built and simply adjust the dates, times, and details for the new guide.
To update sessions in bulk, be sure you are exporting your schedule data, making your changes in the spreadsheet, and re-importing it. Builder uses Session IDs in the exported file to match your edits to existing sessions, so you can update everything at once without duplicating or losing data. For full details on editing and importing sessions, see Add Schedule Sessions.
To clear all old sessions and start fresh: open the Schedule feature, click the settings menu, and select Delete all sessions.
Delete all sessions removes every session that copied over from the original guide and cannot be undone. Only use it when you do not plan to reuse any of the copied sessions.
Updating the Cover Image and Guide Icon for a New Event
The guide icon and cover image carry over from the guide you copied. Update those to match the current event so attendees see the correct branding, dates, or theme. You can change the cover image from the Edit guide details section in Builder.
Reviewing Copied Content Before Publishing
Before publishing, review the rest of your copied content to confirm it is accurate for the new event. Remember that guide-specific details, Audience management, Notifications, the General Info module, and user-generated content such as Interact posts, photos, and Live Polls do not copy over and may need to be set up again.