Skip to main content

How to Duplicate and Delete Promotions and Promotion Charge Lines

B
Written by Brandon Gatti
Updated over 2 weeks ago

Duplicating Promotions

While promotions can created individually (guide here), promotions can be duplicated to streamline future planning.

  1. Select one or more promotions

  2. Select Duplicate Events

  3. Select the Period or Year the event should be copied to (e.g., December), or adjust start and end dates manually

  4. Make any additional adjustments, such as Event Description

  5. Confirm Duplication

[video-to-gif output image]

Duplicating promotion charge lines

  1. Select a promotion

  2. Navigate to Charges (step #2)

  3. Select Duplicate

  4. Make any required adjustments (e.g., type, product family)

  5. Proceed through other steps as usual (guide here) and Update

[video-to-gif output image]

Deleting promotions

From List View:

  1. Select one or more promotion events

  2. Select Delete Selected

  3. Select Delete to confirm deletion

[video-to-gif output image]


From Calendar View (or Board View):

  1. Click into event

  2. Select Delete

  3. Select Delete to confirm deletion

[video-to-gif output image]

Deleting promotion charge lines

  1. Select a promotion

  2. Navigate to Charges (step #2)

  3. For relevant charge line(s), select Delete

  4. Proceed to Review step and Update

[video-to-gif output image]


​

Did this answer your question?