Duplicate a Campaign

Tip

If a campaign needs copying, then the "Duplicate Campaign" feature can be used.
If duplicating the campaign to another partition, then only non "Partition Specific" tasks and pages will be copied across.
Partition specific pages are: Invoices, Studies, Company Information and Task (only if the task assigned to it is partition specific as well).
Partition specific tasks are: Uses Surveys, Downloads and IUCLID Review.
Note that Completed Tasks, Images, Contacts and Communications are never copied over.

1. 👆 Navigate to the settings button 👉 Bulk Data.

Tip

Your user account will need permission to access the "Bulk Data" menu option.

2. 👆 Click the "Campaign" field in the "Campaigns" section and 👆 choose the campaign to duplicate from the drop-down list.

3. 👆 Click the "Destination Partition" field and 👆 select the location for the new campaign from the drop-down list.

4. ✍️ Enter the new campaign name, then 👆 click "Duplicate Campaign".

5. 🥳 The new campaign can be found in the "Campaign List" within the chosen "Destination Partition".