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Learn About Real-Time Offer Management
Replicate Offers to Save Design Time

Replicate Offers to Save Design Time

Instead of building an offer from scratch, marketing managers can clone existing offers and then edit them. For example, clone seasonal and repetitive offers. When you clone an offer, the new offer inherits the configuration of the source offer, including linked promotions, campaigns, and eligibility settings.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management
User Permissions Needed
To Clone and Save an Offer Offer Designer
  1. From the Offer Console, open the offer you want to clone.
  2. Click Clone.
    A New Offer page appears with all the information populated from the original offer.
  3. Modify the field values, if necessary.
  4. Click Save.
 
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Salesforce Help | Article