Salesforce Docs Portal

Clone Promotions with Global Promotions Management

Marketing managers can clone seasonal and repetitive promotions. For example, if a promotion that ran during Christmas last year does well, the marketing manager can clone last year’s promotion, make changes for the current year, and activate the promotion. Cloning promotions is particularly useful when marketing managers want to run similar promotions at different times of the year.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management
User Permissions Needed
To clone promotions that aren’t associated with loyalty programs:

Promotion Designer Basic permission set

Promotion Designer Extension permission set

Data Cloud Segment Access for Promotion Designer permission set

AND

Object access required to select the Marketing Cloud Engagement business unit
To clone promotions that are associated with loyalty programs:

Loyalty Management permission set

Object access required to select loyalty promotion templates

Data Cloud Segment Access for Promotion Designer permission set

AND

Object access required to select the Marketing Cloud Engagement business unit

You can clone promotions from the Promotion Console app.

  1. Open the promotion that you want to clone.
  2. Click Deep Clone.
  3. Enter the basic details of your new promotion, and click Clone.
    A new promotion is created.
  4. Click Dropdown, and select Edit.
    The promotion opens in the Quick Promotion guided flow.
  5. Change the promotion’s configuration if necessary.
  6. On the Review and Activate step, click Activate.