Copy & Paste blocks
Overview¶
The orchestration canvas supports two copy-paste modes:
-
Single activity copy-paste — copy one block at a time, paste it into the same campaign or a different one
-
Bulk copy-paste — select and copy multiple blocks (or all blocks) at once, paste the entire selection with connections preserved
Both modes work within the same campaign and across different campaigns. All pasted activities land as Draft
Copy-Paste Modes¶
| Single Activity | Bulk (Partial Selection) | Bulk (All Activities) | |
|---|---|---|---|
| How to select | Click one block | Shift + click |
Ctrl + A / ⌘ + A |
| Connections copied | Not applicable (single block) | Only connections between the selected blocks | All connections |
| Same campaign | ✓ | ✓ | ✓ |
| Different campaign | ✓ | ✓ | ✓ |
What Gets Copied¶
Regardless of mode, the following rules apply to everything in the selection:
Always copied:
-
A draft copy of each selected activity block
-
All block types
-
Activity configuration and settings
-
Connections between selected blocks — flow topology is preserved within the pasted set
-
Internal references between selected blocks — e.g. a Game linked to an Offer reward is maintains the references to the original Offer when copy pasting. Manual intervention is required to change the reference to the new Offer.
Never copied:
- Activity status — pasted activities are always Draft regardless of the original's status
Step-by-Step Guide¶
Scenario A — Copy a Single Activity (Same or Different Campaign)¶
Use this when you want to reuse one block without affecting anything around it.
| Step | Action | Result |
|---|---|---|
| 1 | Open the campaign containing the activity you want to copy. | The orchestration canvas is visible. |
| 2 | Click the block you want to copy to select it. | The block is highlighted. |
| 3 | Press Ctrl + C (Windows/Linux) or ⌘ + C (Mac). |
The block is copied to the clipboard. |
| 4 | Same campaign: press Ctrl + V / ⌘ + V. Different campaign: navigate to the target campaign, open the Orchestration view, click the canvas background, then press Ctrl + V / ⌘ + V. |
A draft copy of the block appears on the canvas. |
| 5 | Click Save. | Changes are saved. |
Scenario B — Copy a Partial Selection (Same or Different Campaign)¶
Use this when you want to copy a specific subset of blocks — for example, one flow out of several, or a group of connected activities.
| Step | Action | Result |
|---|---|---|
| 1 | Open the source campaign and switch to the Orchestration view. | Canvas is visible. |
| 2 | Select the blocks you want to copy by Click + Shift-click individual blocks | Selected blocks are highlighted. |
| 3 | Press Ctrl + C / ⌘ + C. |
The selected blocks and the connections between them are copied. |
| 4 | Same campaign: click the canvas background, then Ctrl + V / ⌘ + V. Different campaign: navigate to the target campaign, open Orchestration, click the canvas background, then Ctrl + V / ⌘ + V. |
Draft copies of all selected blocks appear, with internal connections preserved. |
| 8 | Click Save. | Campaign is saved. |
Scenario C — Bulk Copy All Activities (Same or Different Campaign)¶
Use this when you want to fully replicate an entire campaign's orchestration structure.
| Step | Action | Result |
|---|---|---|
| 1 | Open the source campaign and switch to the Orchestration view. | Canvas is visible with all blocks and flows. |
| 2 | Click on the canvas background to ensure it has focus (not a block or the sidebar). | Canvas is active. |
| 3 | Press Ctrl + A (Windows/Linux) or ⌘ + A (Mac). |
All blocks on the canvas are selected. |
| 4 | Press Ctrl + C / ⌘ + C. |
All blocks and all connections are copied to the clipboard. |
| 5 | Same campaign: click the canvas background, then Ctrl + V / ⌘ + V. Different campaign: navigate to the target campaign (new or existing), open the Orchestration view, click the canvas background, then Ctrl + V / ⌘ + V. |
Draft copies of all blocks appear with all connections and internal references preserved. |
| 9 | Click Save. | Campaign is saved with all pasted activities in Draft. |
⚠️ Warning: Do not close or navigate away from the destination campaign before saving — unsaved pasted blocks will be lost.
Behaviour Reference¶
Activity Status After Paste¶
Regardless of the status of activities in the source campaign, all pasted activities are created as Draft.
Connections and References¶
| Scenario | Behaviour after paste |
|---|---|
| Connections between blocks within the copied selection | Preserved. Connections are recreated between the new block instances. |
| Connection to a block outside the copied selection | Dropped. The dangling connection is not recreated. |
| Promotion activity linked to an Offer reward | ⚠️ Manual action needed to link promotion activity to the new offer |
| Comms activity deep-linking to a Game / Challenge / Offer / Feed | ⚠️ Manual action needed to deep link communication activity to the new promotion activity |
Keyboard Shortcuts¶
| Action | Windows / Linux | Mac |
|---|---|---|
| Select all blocks | Ctrl + A |
⌘ + A |
| Add to selection | Shift + click |
Shift + click |
| Copy selection | Ctrl + C |
⌘ + C |
| Paste | Ctrl + V |
⌘ + V |
| Deselect all | Escape |
Escape |
| Undo unsaved changes | Ctrl + Z |
⌘ + Z |