Duplicating a Promotion

To create a new Promotion with the same configurations as the current Promotion:

Note:

Some information will not be copied from the existing

Promotion to the new Promotion:

• Auto-created Campaigns

• End Dates in the past

• Coupon configurations

• Target information

• Options after saving

1. There are three places that a user can find the Duplicate option in order to duplicate a Promotion:

   • Select Duplicate under the Action Menu (also known as the Overflow Menu) icon for each individual Promotion on the Promotion Advanced Search window.

   • Select Duplicate in the Overflow Menu on each individual Promotion on the Promotion List window (which displays in the Promotion Home menu).

   • Select Duplicate in the Overflow Menu for the individual Promotion on the Promotion Scorecard.

   A copy of Promotion opens in the Promotion Wizard, prompting for the action to perform on the current Promotion.

   Figure 5-175 Source Promotion Options

   

2. Select the action to perform on the existing Promotion:

   • Leave it unchanged. – Do nothing to change the existing Promotion.

   • Terminate and export it – Terminate the Promotion and export the termination to the POS systems.

   • Modify its end date and export it – Change the end date for the Promotion and export the Promotion, with its new end date, to the POS systems.

     Note:

     If you select this option, Customer Engagement prompts for the new End Date and End Time.

3. Click Next.

4. Edit the Promotion.

   • Use Wizard Navigation to move through the Wizard.

   • Make any necessary changes.

   • Click Save when you are finished making changes. The Wizard closes, saving the new Promotion and returning to the Promotion List.

   • Click Cancel to exit the Wizard and return to the Promotion List without saving the new Promotion.

For more information about the fields and information to be entered, see Creating a Coupon Promotion.