Campaign duplication

The duplicate campaign option is available on both the Test and Personalization dashboards, which list every campaign created on your account. To learn how to perform a duplication, please refer to the following article

This option allows you to duplicate an existing campaign, which means copying its entire configuration into a new campaign, either by keeping the same type (identical duplication) or by transforming it into a new type of campaign (duplication with transformation). This prevents you from having to configure every step of a new campaign from scratch and saves you time when setting up a new campaign. 

Duplication matrix: available use cases

Generalities

The table below lists all existing types of campaigns and displays the duplications that are possible for each.

The column on the left is the original campaign that will be duplicated or duplicated with transformation. The header line displays the new campaign that will be created by the duplication/transformation.

duplication is possible

 duplication with transformation is possible

duplication with transformation is not possible 

Heads up

Sometimes it’s possible to duplicate with transformation A into B, but not B into A

Good to know 💡

The AB Tasty platform implements new use cases following feedback from our clients. If you have an AB Tasty account and access, you can submit requests for new duplication functionality on our Customer Feature Requests board (you’ll need to be logged in to the AB Tasty platform).

How to read the matrix: example

The column on the left represents your initial/ reference existing campaign. 

Read the available possibilities for transformation on the line. For example, if I pick an AB Test as my reference campaign, I can read on the first line:

  • AB Test is duplicable into an other AB Test(cell nb 1)
  • AB Test is transformable into
    • a Multipages test
    • a Simple Personalization
    • a Multipages Personalization
    • a patch
  • AB Test is not transformable into:
    • a Multivariate test
    • a Multi-experiences Personalization
    • a Multipages patch

What is duplicated during a transformation

You can either duplicate your campaign to the same account or another account. Below you’ll find a list of what is duplicated from the original campaign to the duplicated one. Any elements not duplicated will need to be manually configured after the duplication, in the campaign workflow.

Content

Is this content duplicated? (Yes ✅  No ❌ Depends 🚧)

Main information: 

  • Hypothesis/description of the campaign
  • Sample URL

Editor:

  • Modifications (visual editor changes, widgets, JS, CSS)
  • Variations / Pages / Subtests / Experiences

Goals: 
Available in all types of campaigns except patches.

  • Duplication in the same account: all duplicated
  • Duplication in another account: only Action Trackings are duplicated

🚧

Targeting – Who section:

Duplicated for every use case except patch duplication (test to patch or Personalization to patch)

🚧

Targeting – Where section

Targeting – How section

Targeting – Options section

Traffic allocation:

The percentage of traffic is adapted depending on the specific case:

  • When identical duplication or from the same type of campaign: traffic allocation stays the same
  • From Personalization  to test: traffic allocation is 50%
  • From test to Personalization: traffic allocation is 100%

QA – parameters

Advanced options:

  • Third-party integrations
  • Tag performance optimization method

Other:

  • Scheduler options (end date, start date, recurrences, etc.)
  • Saved pages: when duplicating to another account

Good to know 💡

When duplicating a campaign to another account, the configuration is the same except for the goals selected, which are not duplicated.

Detailed use cases and information

In this section, we will present every possible use case in more detail. 

Duplicating an AB test

From an AB test you can create the following types of campaigns: 

  • An AB test

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

  • A Multipages test

The duplicated Multipages test will integrate the original AB test as its first page. You need to set up at least a second page (which is automatically generated during the duplication). This second page will remain empty as long as you don’t configure it.

  • A simple Personalization

This use case can be used to personalize your website using a successful variation, for a specific user' segment. The duplicated personalization will be based on the variation of your AB test chosen from the duplication pop-in. This is useful if you want to allocate 100% of the traffic to a winning variation on a specific segment without any risk of corrupting your test data and to make sure every single targeted user sees the new version of your website that generated the best results during a test. To discover your test campaign result on specific segments, you can use filters in the reporting.

  • A Multipages Personalization

This use case aims at creating a personalized workflow based on a successful variation, for a specific user' segment. The duplicated Personalization will be based on the variation of your AB Test chosen from the pop-in (as in the previous use case). But here you will need to configure at least a second page to complete your Multipages Personalization.

  • A patch

This use case can be used to patch your website using a successful variation, waiting for a definitive release of the modification on your side.

Duplicating a Multipages test

From a Multipages test you can create the following types of campaigns: 

  • A Multipages test

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

  • An AB test

This will reduce the scope of your original test. The duplicated test will be based on a specific page chosen from the pop-in during the duplication process. You will be able to add variations and make all the necessary changes afterward in the campaign editing workflow. This can be useful to transform a complicated Multipages test into a simple AB test (i.e: to reduce the test’s scope or to simplify analysis).

  • A Multipages personalization

This use case can be used to personalize your website using a successful variation, for a specific user' segment. The duplicated personalization will be based on the variation of your AB test chosen from the duplication pop-in. This is useful if you want to allocate 100% of the traffic to a winning variation on a specific segment without any risk of corrupting your test data and to make sure every single targeted user sees the new version of your website that generated the best results during a test. To discover your test campaign result on specific segments, you can use filters in the reporting.

  • A patch

This use case can be used to patch your website using a successful variation, waiting for a definitive release of the modification on your side.

This will reduce the scope of your original test. The duplicated patch will be based on a specific page chosen from the pop-in during the duplication process. This can be useful to transform a complicated Multipages test into a simple patch.

  • A Multipages patch

This use case can be used to patch your website using a successful variation, waiting for a definitive release of the modification on your side.

With a Multipages patch, you will be able to keep the whole scope of your original Multipages test.

Duplicating a Multivariate test

From a Multivariate test you can create the following type of campaign: 

  • A Multivariate test

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

Duplicating a simple Personalization

From a simple Personalization campaign you can create the following types of campaigns: 

  • An AB test

This is useful when you want to do another round of testing on a Personalization that you have already put into production (i.e. to challenge your message, according to a new context on your website or a new audience). The duplicated test will enable you to test your personPersonalizationlization with the original version of your website and other variations if needed. The test will have one unique variation natively, but you will be able to add more inside the campaign workflow. Your configuration will be imported into the variation (campaign information, goals, targeting set-up).
 

  • A simple personalization 

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

  • A Multipages personalization

This will create a personalized workflow based on a first-page Personalization. The duplicated Personalization will integrate the original Personalization as the first page. You will need to set up at least the second page, which is generated by default but remains empty as long as you don’t set it up.

  • A patch

Normally a Personalization is displayed to a specific segment of your traffic. But sometimes you can create simple Personalization and target all your traffic. In this case it's better to transform it into a patch if you don't need to follow-up data. This way, it will be easier to organize your work into the campaign dashboards. The new patch will be 100% equivalent to the original Personalization, except the fact that it's impossible to target patches on a specific segment, so the original segment in the simple Personalization will be removed from the new campaign.

Duplicating a Multipages personalization

From a Multipages personalization campaign you can create the following types of campaigns: 

  • A simple personalization

This can be used to keep only one page from your existing Multipages personalization. The duplicated personalization will be based on the page chosen from the duplication pop-in. Every setting from this page will be imported to your new campaign (modifications, goals, traffic allocation, and targeting set-up).

  • A Multipages personalization

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

  • An Multipages test

This is useful when you want to do another round of testing on a Personalization that you have already put into production (i.e. to challenge your message, according to a new context on your website or a new audience). The duplicated test will enable you to test your personPersonalizationlization with the original version of your website and other variations if needed. The test will have one unique variation natively, but you will be able to add more inside the campaign workflow. Your configuration will be imported into the variation (campaign information, goals, targeting set-up).
 

Duplicating a Multi-experiences personalization

From a Multi-experiences Personalization campaign you can create the following type of campaign: 

  • A Multi-experiences Personalization

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

  • A Simple Personalization

This can be used to keep only one experience from your existing Multi-experiences Personalization. The duplicated Personalization will be based on the experience chosen from the duplication pop-in. Every setting from this page will be imported to your new campaign (modifications, goals, traffic allocation, and targeting set-up).

Duplicating a patch 

From a patch campaign you can create the following type of campaign: 

  • A patch

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

Duplicating a Multipages patch 

From a Multipages patch campaign you can create the following type of campaign: 

  • A Multipages patch

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

Duplicating an AA Test 

From an AA Test campaign you can create the following type of campaign: 

  • An AA Test

This is an identical duplication. Everything will be identical to the original campaign (number of variations, modifications, goals, traffic allocation, targeting set-up etc.).

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