Can I reuse workflows across trades or departments?
Reuse a common workflow when the sequence matches, and scope each campaign to the correct audience and configuration.
You can select the same workflow for more than one campaign when its steps, timing, and customer copy are appropriate for each audience. Use campaign-level targeting to keep each trade or department scoped correctly.
Clone the workflow when a department needs different customer copy, agent instructions, timing, actions, or branches. Give each variant a clear name so campaign owners can select the correct one.
Review every active or scheduled campaign that uses a workflow before changing shared steps. Reuse is helpful only when the new version remains correct for all of those audiences.
Do not rely on trade names alone. ServiceTitan business units, job types, tags, and audience rules should agree so the campaign reaches the intended customers.
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