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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.

Updated over 3 weeks ago

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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