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Duplicating a Client

Duplicating a Client allows you to immediately copy across your report formats, custom conversion actions and reporting instructions to a new Client Hub. From here you can update the data connections, and the optional reporting instructions.

Overview

The Duplicate Client option in the Client Hub lets you duplicate an entire Client Hub including, presets like existing reports, conversion actions, and client context, instantly.

Step 1: Open the Client Hub

  1. Find the client you want to update (for example, Acme Corp)
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  2. Click the ⋮ (three-dot) menu on the top right-hand side of the report preview.
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  3. Select Duplicate.

The new Client will appear below the original client with the suffix (Copy)

Step 2: Open the ‘Client Hub’

  1. Find the newly duplicated client (for example, Acme Corp (Copy))
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  2. Click the ⋮ (three-dot) menu on the top right-hand side of the report preview.
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  3. Select Edit.

Step 3: Update ‘Data Connections’

  1. Click on the existing ad-platform connections - i.e. Google Ads.
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  2. Login to your ad-platform MCC.
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  3. Select the ‘new’ client you want to select, and de-select the existing client instance.
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  4. Click ‘Save & Test’ to ingest the new clients data to Fluent.

If you need to add a new ad-platform, follow the standard process to do so, outlined in the New Client Workspace and Data Connections page.

Step 4: Update ‘Custom Conversion Actions’

  1. Scroll down to the ‘Conversion Actions’ tab.
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  2. Follow the process outlined in the Custom Conversion Actions page.

Step 5: Update ‘Client Context’

  1. Scroll down to the ‘Conversion Actions’ tab.
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  2. Follow the process outlined in the Adding Client Level Context page.

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