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Duplicate a Discount

The Duplicate button on a discount makes a copy with the same settings, so you can create a similar discount without building it from scratch. The copy opens right away with its own detail page, named after the original, and you then change the code and anything else that should differ before you use it.

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The Duplicate button copies a discount so you can start a new one from a working set of rules instead of building it again. It is useful when you want a discount that is almost the same as an existing one, for example the same offer for a new campaign. When you click Duplicate, the copy is created straight away and its detail page opens, so you land on the new discount ready to edit.

The copy carries over the original's settings, such as the type, value, what it applies to, eligibility, requirements, usage limits, and combinations, while its own Performance starts at zero because it has not been used yet. The copy is named after the original, for example Copy of SS1ICW72, and if copies already exist the new one is numbered, such as Copy 2 of SS1ICW72. Because the copy uses that name as its code, you will usually change the code, and any other setting that should differ, before you use it.

What carries over

Setting In the copy
Type and value Copied from the original
Applies to Copied from the original
Eligibility, requirements, usage limits, combinations Copied from the original
Code or title Set to the copy's name (for example Copy of SS1ICW72), so you change it
Performance Starts at 0 used, since the copy is new

Before you begin

  • Your role includes Edit discounts.
  • You have a discount that is close to the one you want to create.
  • Open Discounts in the admin sidebar and open the discount you want to work on.

Steps

1. Open the discount you want to copy

On the Discounts page, click the discount you want to copy to open its detail page. See Discount Management.

2. Click Duplicate

Click Duplicate in the page header. The copy is created straight away and its detail page opens, with a banner confirming the copy was created and a Get shareable link button. Because the copy is made and opened in one step, you do not fill in a separate form first.

3. Change the code and anything that should differ

Change the Discount code from the copy's name to the code you want customers to use, since two code discounts should not share a code. The copy opens with its code set to its name, such as Copy of SS1ICW72, as shown below. Then change any setting that should differ from the original, such as the value or the active dates, so the copy is the discount you actually intend.

The copied discount's Discount code field, set to the copy's name Copy of SS1ICW72, which you change to the code customers will enter. (opens full size)

4. Save

Save the copy. It now appears in the Discounts list as a separate discount, and the original is unchanged.

Verify the result

  • The copy appears in the Discounts list as its own discount, alongside the original.
  • The copy has the original's settings, with its own code and a Performance of 0 used.
  • The original discount is unchanged.

Best practices

  • Change the code before you use the copy, since a code discount needs a code that is not already in use.
  • Update the active dates on the copy, so it does not run in the same window as the original unless you mean it to.
  • Duplicate a working discount for a recurring promotion, so you reuse settings you know are correct.

Common mistakes

  • Leaving the copy's code as the copy name, which is not the code you want customers to enter.
  • Forgetting to change the active dates, so the copy runs at the same time as the original.

If something goes wrong

  • The copy has the wrong code. Open it and change the Discount code to the one you intend.
  • You meant to edit the original but changed the copy. They are separate discounts; open the original from the list to edit it.
  • You cannot duplicate the discount. Your role may not have permission to manage discounts.

Next steps

Still stuck?

More in Discounts

  • Discount Usage Limits

    The Usage limits section controls how many times a discount can be redeemed. You can cap the total number of uses across all customers, and you can limit each customer to one use. Because a discount with no limit can be shared and reused without bound, these two settings are how you keep a code from being redeemed far more than you planned.

  • Apply a Discount to a Customer Segment

    The Eligibility control on a discount decides who can use it. You can leave it open to all customers, or limit it to a market, to specific customer segments, or to individual customers. Limiting a discount to a segment means only customers who match that segment can redeem it, which is how you run an offer for a chosen group such as returning or high-value customers.

  • Automatic Discounts

    An automatic discount applies at checkout with no code to enter. You create one like any discount, but set the Method to Automatic discount and give it a Title that customers see in their cart and at checkout.

  • Discount Status Flow

    Every discount has a status that says where it is in its life: Active, Scheduled, Expired, or Draft. The status tabs on the Discounts page group discounts by status, and a discount moves between them on its own based on its active dates, so the status tells you whether it is working right now.

All 32 articles in Discounts

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