Duplicate a Web Experience

You cannot edit some portions of a Web experience after you have activated it. Duplicating an experience provides you with one workaround you can use if you need to revise an active experience.

Duplicating an Experience Within the Same Account

Follow these steps to duplicate a Web experience in the same account.

  1. Navigate to the experience that you want to duplicate, and then open it in Experience Editor.
  2. Click PAUSE if you do not plan to revise the WHY, WHO, WHAT, or WHEN settings of the duplicated experience. Otherwise, skip this step.

    Pausing the existing experience prevents having two versions of the same experience running concurrently.

    Callout of the PAUSE button

  3. Click the drop-down arrow to the right of DUPLICATE, and then select Duplicate Within Same Account.

    Callout of the 'Duplicate Within Same Account' option in the DUPLICATE menu

  4. Click the pencil icon, rename the duplicate experience, and then click the green checkmark icon to save the new name.

    Callout of the pencil icon

  5. Revise the experience as necessary, and then click ACTIVATE or click PREVIEW.

If you activate a duplicated experience that you did not revise, consider archiving the original version to better ensure two versions of the same experience don't run concurrently.

Duplicating an Experience into a Different Account

Follow these steps to duplicate a Web experience into a different account.

You cannot duplicate into a different account an experience with a Product Finder questionnaire that is configured with a local recommendation strategy. See Global and Local Recommendation Strategies to understand the limitations of a local recommendation strategy. Unlike when trying to duplicate a recommendations experience configured with a local recommendation strategy, no warning message appears when you try to duplicate into a different account an experience with a Product Finder questionnaire configured with a local recommendation strategy.

If the Markets feature is enabled for your implementation of Monetate, follow the steps in Duplicate an Experience into a Market.

  1. Navigate to the experience that you want to duplicate, and then open it in Experience Editor.
  2. Click the drop-down arrow to the right of DUPLICATE, and then select Duplicate Into Another Account.

    Callout of the Duplicate Into Another Account option in the DUPLICATE menu

  3. Select one or more accounts into which you want to duplicate the experience, and then click OK.

    Callout of the account selection options and the OK button in the Duplicate Account modal

  4. Click OK after the confirmation message appears in the modal.

    Callout of the OK button on the Duplicated Experience modal

If you try to duplicate into a different account an experience that relies on data that is specific to the originating account—for example, a recommendations experience that uses a local recommendation strategy that isn't available to all your accounts—then an error message appears.

Example of an error message in the Duplicated Experience modal

The duplicated experience isn't automatically activated but instead appears as a draft. You must go into the other account(s) into which you copied the experience, make any revisions necessary, and then activate the experience.

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