Step 1: Duplicate a Deck from the Decks List
In the client’s workspace, locate the deck you want to duplicate.
Hover over the deck to reveal the three-dot menu.
Click the three dots to open the pop-out options.
Select Make a Copy.
Choose whether to:
Duplicate the deck within the same client workspace, or
Copy the deck to another client, useful for reusing a template across different accounts.
Fluent will create the copy with all existing content and data queries included.
Step 2: Review Client-Specific Filters After Copying
If the deck includes filters tied to a specific client (e.g., accounts, campaigns, or platform filters), these may not apply to the new client.
After duplication—especially when copying to a different client—review and update any such filters to ensure accuracy.
Step 3: Duplicate a Deck From Within the Deck
Open the deck you want to duplicate.
Navigate to the Share & Export button in the top-right corner of the deck editor.
At the bottom of the menu, select Make a Copy of This Deck.
Fluent will create a duplicate within the same client workspace.