Duplicating Promotions

Duplicate a Promotion when you want to recreate a Promotion using a similar set of conditions in the same website.

About this task

When you duplicate a Promotion, you create an exact copy of the Promotion with the same settings. If the Promotion you want to duplicate has become invalid, the invalid settings are not copied over. You can modify any settings of the duplicated Promotion.

Procedure

  1. In the slide out navigation pane, select Targeting.

    The Targeting Dashboard appears.

  2. In the Source drop-down menu:
    1. Select a environment for which you want to manage Promotions.
      For example, you will typically have a "Staging" environment and a "Live" environment:
      • Staging is an environment that is available only to internal users and is where you develop and test targeting functionality and new promotional content. On this environment, you can use Experience Manager for inline editing and testing.
      • Live is your external, public-facing environment where visitors can access your production content.
    2. Click the Promotions tab to view the list of Promotions available for the environment.
    A list of Promotions for which you have Manage Promotions rights is displayed.
  3. Go to the Promotion you want to duplicate and click Duplicate in the actions menu in the right-hand corner:

    The Promotion is duplicated and the new Promotion is opened.

  4. Rename the Promotion (duplicates are assigned a temporary Title Copy of...Name).
  5. Optional: Deselect Enable this Promotion if you do not want the Promotion to be available immediately.
  6. If necessary, edit the Where, When, and What conditions:
    • Where: Publications, Page, and Page Regions
    • When: Triggers
    • What: Content Items
  7. Click Save when you have finished editing.

    The Promotion is saved and the window closes.