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  3. Campaign - Configuration

How to Duplicate a Campaign Follow

Overview

You can create a campaign in two ways, the first is from scratch and the second is through duplication of a current/previous campaign. Campaign duplication can be done under the same Advertiser, or a campaign can be duplicated to another Advertiser. This can be done in two areas:

  1. Within the Advertiser tab
  2. Through a current campaign

Duplicating (via Importing) a Campaign within the Advertiser Tab

1. Within the platform, navigate to the Advertisers section.

Advertisers button on red background.png

2. Click View beside your Advertiser name

3.  Click Import Campaign

Campaign Management Interface.png

4. Fill in the Duplicate Campaign details-

  • Select your Advertiser - Select either the current Advertiser, or a new Advertiser
  • Campaign to Import - Select the campaign you would like to duplicate
  • Campaign Type - Select the Type of campaign you are running, Social, Content Syndication, Events etc
  • New Campaign Name - Enter your new campaign name
  • Leads Required - Enter the leads required
  • Currency - Select the currency for your campaign
  • Per Action Payout Amount - Enter the per action payout amount or CPL rate
  • New Account Manager - Enter the name of the Account Manager associated with the campaign. This field is not mandatory, and can be used as metadata for extra reporting and categorisation.
  • New Campaign Manager - Enter the name of the Campaign Manager associated with the campaign. Similar to the Account Manager field; this field can be used for internal reference when reporting and categorising.
  • Start Date - Enter your campaign start date
  • End Date - Enter your campaign end date
  • Delivery Test Mode - Enable the toggle if you require delivery test mode enabled on the campaign
  • Exclude from Business Insights- This toggle allows you to exclude all campaign data from Business Insights reporting.
  • Exclude from AI Insights- This toggle allows you to exclude this campaign's data from being used for AI model training and from appearing in insights on the AI-labeled Dashboard widget.
  • Select which campaign elements to copy across (Publishers, Scheduled Deliveries, Landing Pages and Forms, Creative Assets, Links, Payout Bands, Value Transforms and Permissions)

Please note: Permissions will not be duplicated across Advertisers if the users do not have access to the Advertiser. Permissions can be handled within the campaign under Admin>Setup>Permissions.

Import Campaign Form.png

5. Click Save

Screen_Shot_2022-03-29_at_12.08.09_PM.png

 

Duplicating through a Current Campaign

1. On the Dashboard, click the Setup button in the Actions column on the table, or click the campaign name and navigate to Admin>Setup.

Screenshot 2024-02-07 at 09.21.35.png

2. Click Duplicate.

duplicate.png

3. The modal will show the current campaign's Advertiser and current campaign name.

Please note: These settings cannot be changed when duplicating from within a campaign.

If you would like a different advertiser to receive the new campaign, follow the instructions under the 'Duplicating a Campaign within the Advertiser Tab' section.

4. Populate the remaining details for your duplicate campaign:

  • New Campaign Name
  • Campaign Type
  • Leads Required
  • Currency
  • Per Action Payout Amount (CPL Rate)
  • Start Date
  • End Date
  • Delivery Test Mode - Enable the toggle if you require delivery test mode enabled on the campaign
  • Exclude from Business Insights- This toggle allows you to exclude all campaign data from Business Insights reporting.
  • Exclude from AI Insights- This toggle allows you to exclude this campaign's data from being used for AI model training and from appearing in insights on the AI-labeled Dashboard widget.
  • Select which campaign elements to copy across (Publishers, Landing Pages and Forms, Creative Assets, Links, Payout Bands, Value Transforms and Permissions)

Please note: Permissions will not be duplicated across Advertisers if the users do not have access to the Advertiser. Permissions can be handled within the campaign under Admin>Setup>Permissions.

Duplicate Campaign Form.png

4. Click Save.

Screen_Shot_2022-03-29_at_12.08.09_PM.png

Articles in this section

  • How to Duplicate a Campaign
  • Campaign Templates - Review Jobs
  • Conditional Validation Job
  • Creating a Campaign
  • Creating a Quick Campaign
  • How to Share Scheduled Delivery Information With Publishers
  • Improved Publisher Notes Experience: Auto-generating of Processr Jobs Information
  • Live Email Validation - Enhanced
  • Publisher Notifications - Sharing Campaign Changes
  • Setting up An Advertiser
See more

Related articles

  • Global Forms
  • Creating a Campaign
  • Getting Your Campaign Started
  • Processr Job Groups
  • Validation/Suppression Lists
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Related articles

  • Global Forms
  • Creating a Campaign
  • Getting Your Campaign Started
  • Processr Job Groups
  • Validation/Suppression Lists
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