Loyalty program managers can clone their seasonal or repetitive promotions. Instead of creating a promotion from scratch, loyalty program managers can clone a similar promotion, edit the cloned promotion if necessary, and activate the new promotion. Loyalty program managers can clone promotions that are created either using the standard Promotion page layout or using the Quick Promotion guided flow.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions that have Loyalty Management enabled. |
| User Permissions Needed | |
|---|---|
| To clone promotions: |
Loyalty Management permission set AND Manage Loyalty Programs permission set |
Clone the Promotions Created from the Standard Page Layout
When you clone a promotion that's created using the standard Promotion page layout, you can choose which promotion-related records to clone.
Here are a few options to consider when you clone a promotion:
| Option | What It Means |
|---|---|
| Clone the promotion's market segment |
The new promotion targets the same set of customers as the cloned promotion. A new Promotion Market Segment record is automatically created for the new promotion. This record associates the new promotion with the same segment as the cloned promotion. This option is available only in orgs where Data Cloud is enabled. |
| Create engagement attributes for the promotion |
Members' progress in achieving the targets of the new promotion is tracked using engagement attributes. You can either create engagement attributes for the new promotion or use the same engagement attributes for the cloned promotion and the new promotion. If you choose to create engagement attributes, then new Loyalty Program Engagement Attribute records are created in the Draft status to track the member progress for the promotion. After you activate the new promotion, activate the promotion's engagement attributes as well. Also, new Loyalty Program Engagement Attribute Promotion records are created to associate the promotion with the engagement attributes. If you choose to reuse engagement attributes that belong to the cloned promotion, then new Loyalty Program Engagement Attribute Promotion records are created to associate the new promotion with the engagement attributes. If you use the same engagement attribute for two promotions, the engagement attributes track members' progress for both promotions. You can reuse engagement attributes when the cloned promotion and the new promotion are run during different periods. If period during which the cloned promotion and the new promotion are active overlap, decide whether to use the same engagement attributes for both promotion or to create separate engagement attributes for the new promotion. |
| Reuse the source promotion's engagement attributes | |
| Clone the promotion's loyalty program partners |
The same set of partners are collaborating with the brand for the new promotion as the cloned promotion. New Loyalty Program Partner Promotion records are automatically created for the new promotion. Each Loyalty Program Partner Promotion record associates the new promotion with a partner from the cloned promotion. |
| Clone the promotion's loyalty program partner products |
Members can use the new promotion for the same set of partner products as the cloned promotion. New Promotion Loyalty Partner Product records are automatically created for the new promotion. Each Promotion Loyalty Partner Product record associates the new promotion with a partner product from the cloned promotion. |
| Clone the promotion's rules |
The loyalty process rules that are associated with the cloned promotion are also cloned and associated with the new promotion. The steps in the new promotion's rules are identical to the steps in the rules of the cloned promotion. If the new promotion's eligibility criteria or rewards differ from the cloned promotion, update the steps of the new promotion's rules. New Loyalty Process Rule records are automatically created for the new promotion. The new rules are also associated with the same process as the cloned rules. |
- From the loyalty program that contains the promotion you want to clone, open the promotion.
- Click Deep Clone.
- Update the name and duration of the new promotion if necessary.
- Select the related records that you want to clone from the promotion.
- Click Clone.
- Activate the promotion.
A new promotion is created and the selected records are also cloned and related to the new promotion. To help you easily identify the names of the cloned rules and engagement attributes, the new rules and engagement attribute names contain the name and ID of the promotion that you cloned. You can update the names based on your requirements. The loyalty process rules that are created for the new promotion are automatically activated when the promotion is activated.
If you've created engagement attributes for the new promotion and not reused the engagement attributes of the cloned promotion, activate the new engagement attributes.
Clone Promotions Created from the Quick Promotion Guided Flow
When you clone a promotion that's created by using the Quick Promotion guided flow, the new promotion inherits the complete configuration and related records of the promotion that you cloned.
- From the loyalty program that contains the promotion you want to clone, open the promotion.
- Click Deep Clone.
- Update the name and duration of the new promotion if necessary.
-
Click Clone.
A new promotion is created and is inactive.
-
Click
and select
Edit.
- Go through the Quick Promotion guided flow to change the configuration of the promotion if necessary.
- Save and activate the promotion.