All backups are stored locally on your Lucy server. Backups can be viewed and downloaded from the dashboard under Settings > Backup & Restore > Backups:

You can download backups by clicking on the backup date:

Templates can be saved or restored using the Backup/Restore function with the corresponding menu item.

Example: Backup & Restore Scenario Templates

Note: please make sure that if you restore a template, that you don't change the naming convention of the archive nor extract any file before restoring it. A backup archive has a syntax like: "2019-09-07-awareness-templates.zip". That exact file should be shared between Lucy instances.

Note: Restoring backups across different versions of Lucy is not guaranteed to work. For the best experience, be sure to create backups from the same version on which you plan to restore the content.

You can either backup your campaign or as well create an identical copy of an existing campaign with the backup/restore function (if you don't delete the original campaign and restore your campaign a copy will be created).

Example: Backup & Restore Campaigns

During a campaign backup the following data is saved:

• Campaign Configuration (all settings)
• Email Template
• Landing Page Template
• Awareness Site Template
• Campaign Stats (from LUCY v. 2.8 on)
• Reminder settings

LUCY > 3.0 allows you to quickly copy a campaign using the copy button. To copy a campaign first select the checkbox of the campaign that you want to copy and then click "copy".

LUCY allows you to create a template based on a previous campaign. The template consists of all settings including all associated scenario and awareness templates. You can then start a new campaign using this campaign template.

You can create a new template by clicking "save as template" in the campaign summary page:

You find the campaign template on the campaign template page:

If you start a new campaign in expert mode, you can then select one of your previously saved campaign templates. Select "Start with Default Campaign Template" to see your campaign templates:

Certain data is cross-referenced (e.g. recipient group name). So if you delete that group or copy that backup to a fresh LUCY install, make sure the exact same group name exists. Other data (e.g. your custom landing page, etc. is fully backed up in the ZIP file). The Backup/Restore only works without issues using the same version. You cannot restore campaign data from a lower version into a LUCY with a higher version. Therefore, you need to make sure that you first Update LUCY to the latest version before backing up your campaign data.