Copy a promotion and modify it per your business needs, or reuse a successful promotion.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions with the Consumer Goods Cloud |
| User Permissions Needed | |
|---|---|
| To copy a promotion: |
CGCloud KAM OR CGCloud Sales Support OR CGCloud Business Admin OR CGCloud Retail Business Admin OR CGCloud Supervisor OR CGCloud Retail Supervisor User AND CGCloud Retail User |
Copy the promotion slogan, products, tactic, and tactic products from a promotion. The options (products and tactics) selected in the Copied Components section of the child promotion template are copied to the target promotion.
Copy promotions for the same customer or for a different customer under the same sales org. To create a copy for a different customer, change the customer in the Anchor Customer field.
- From the App Launcher, select Advanced Promotions.
- Select the promotion that you want to copy.
- Click Copy.
- Enter a slogan.
- Select an in-store date.
- Select the anchor customer.
- Click Save.
The new promotion is automatically assigned a unique name and is set to the planning phase.