Copy Test Marketing Efforts

To create a new test effort with many of the same settings as an existing test effort, you can create a copy. To copy a test effort, from the Test Marketing Efforts page, expand a test effort and select the Copy task button. A new test effort named "[Marketing Effort] (1)" appears in the list.

These are a few notes about what copies from the existing test effort:

• The template used to create the parent marketing effort copies to the new test effort.

• When you copy non-activated test efforts, the program copies over all source code values for lists, record sources, segments, and packages. However, if code values have changed on the record outside of the test effort, the program copies over the current value. For example, you may create a test effort, set a segment code to XYZ, activate the effort, and then later change the segment code on the segment record to ABC. When you copy the test effort, the segment code for the new effort is ABC from the segment record, not the former code of XYZ from the original effort.

• If a source code part assigned to the original test effort is set to Automatically increment source code values during data entry, the source code field on the copy contains the next part value available according to the source code definition.

• KPIs associated with the original test effort copy to the new effort. If necessary, you can create different KPIs when you activate the effort. When you activate the test effort, the original and copies track the same targets and milestones.

• White mail segments assigned to the original test effort do not carry over to the copied version.

• When you copy an activated test effort, the new effort is not activated.