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Copying Promotions

Copying creates a duplicate of a Promotion and copies it to another Promotion List. Use Copy to to port Promotions from a staging website to a live website.

Before you begin

The copy actions copies the last saved state of the Promotion, therefore make sure to save changes before copying.

You cannot copy a Promotion that is invalid.

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 copy and open the actions menu in the right-hand corner:
  4. Click Copy to.

    The Copy promotion to another list appears.

  5. Select a website where you want to copy the Promotion to and click Copy from the drop-down menu.
  6. Confirm you want to copy the Promotion.

Results

The Promotion is copied to the selected Promotion List:
  • If the Promotion already exists in the target Promotion List, the existing copy will be replaced.
  • The copy action maintains the Promotion priority relative to other Promotions existing in both the source and target Promotion Lists