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Create Campaigns Campaign Goals & Budgets Target Audiences Recommended Products Budget Allocations AdvisMe Campaign Details Campaign Support Lightning Video Activ8 Training
 
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Create a Campaign Create A New Campaign Select A Campaign Goal Set Campaign Dates Set Campaign Budget Set Locations For Campaign Set Campaign Owner (Sales Rep)
 
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Edit a Campaign Create Good/Better/Best Proposals Edit A Campaign Copy (Duplicate) A Campaign
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Copy (Duplicate) A Campaign

Number of Guide Steps: 4

In the realm of Vision VX, the capability to duplicate or copy campaigns emerges as a game-changing feature, providing users with a powerful tool to accelerate the campaign creation process, streamline presentations, and efficiently replicate successful campaign structures. Whether aiming to showcase varying tiers of packages or swiftly recreate campaigns for multiple clients, the duplication feature serves as a valuable shortcut for tasks that exhibit high repeatability.
Remember, to use the VX Training Voice Assistant to guide this training.
Steps in the Guide:
  • 1. Locate the Campaign in Your Workspace
  • 2. Access the Action Menu, Click Copy
  • 3. Add Clients for Duplication
  • 4. Confirm the Duplication
Step 1

Locate the Campaign in Your Workspace.

Begin the duplication process by locating the specific campaign within your Workspace. This centralized hub offers a comprehensive overview of all campaigns, allowing for easy identification.
Step 2

Access the Action Menu, Click Copy.

Once the campaign is identified, click on the action menu represented by three dots. This menu acts as the gateway to a range of options, including the ability to duplicate the campaign. 

Now click Copy.
Step 3

Add Clients for Duplication.

Customize the duplication process by adding specific clients to the list for which the campaign will be copied. This strategic feature enables the creation of identical package campaigns for multiple clients simultaneously, significantly expediting the campaign creation timeline
Step 4

Confirm the Duplication.

After specifying the clients, confirm the duplication process by clicking "Ok." This action signals the system to replicate the campaign, generating multiple copies tailored to the selected clients.

With a simple click of the button, the duplication process unfolds, resulting in the creation of multiple copies of the campaign. Each copy retains the structure, details, and configurations of the original, allowing users to efficiently manage, present, or tweak variations of the same campaign.
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