Copying an Existing Campaign

Unifyr Support
Unifyr Support
  • Updated

You can duplicate an existing campaign, to help you save time creating similar content. 

For example, to increase consistency across campaigns, you can create a simple, generic campaign with standard elements, for example, a copy of the Terms and Conditions of use, and use it as a template for creating future campaigns.

Note

If you copy an existing campaign, the new campaign will be identical to the original one. All the tags and partner group filters set for the original will be maintained. Any assets (activities and reference materials) in the original campaign will be REUSED in the new campaign - new versions do not get created. Navigate through the list of assets in the new campaign to add or remove ones that aren’t relevant.

  1. Navigate to Partner Marketing > Campaigns.
  2. Click the name of the campaign you want to copy, to open it.
  3. Click Actions > Copy.
  4. In Copy Campaign, enter the Name (internal, for use in Unifyr Admin) and Display Name (portal) for the new campaign. If you don't make a change here, the new campaign will be saved as a Copy of [Current Campaign] where the Current Campaign is the campaign being copied.

    The new campaign is added to the Campaigns list.

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