Copy a Promotion

You can create a promotion by copying an existing promotion. When you copy a promotion, the promotion type, rules, attributes, and effective date copy into the new promotion. You can then edit the new promotion as needed.

Copying an existing promotion can save time and reduce errors.

Enrolled members don't copy into the new production.

To copy an existing promotion:

1. Open Promotions.

2. Select the promotion you want to copy.

3. On the Edit Promotions page, click Actions, and select Copy Promotion.

4. On the Copy Promotion dialog, type a name for the new promotion.

5. Click Save and Continue.

6. On the Edit Promotion page, make any necessary changes to the rules or other information in the new promotion. Click Save.

7. Enroll members in the promotion, if needed.

8. Activate the promotion when it's appropriate.