Clone feature video:
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Feature Overview:
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Introduction
ADvendio's Clone feature allows you to easily duplicate existing records and transfer data from the old record to the new one. This , which can save you a lot of time. We will explain how to use this feature, how to open it, and what other cool features are available.
Clone Feature Overview
The Clone feature is an excellent time-saver, allowing easy copying of fields and data from one record into another just with a few clicks. In ADvendio, you can also create a Generic Clone Button for any Object, and this function will allow you to duplicate information of the ADvendio Object record. You can check the setup and creation process in more detail in our wiki: 8.2.1 Create a Generic Clone Button for any Object.
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Customers Target Group
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for Generic Clone
This feature is useful to everyone, regardless of industry or role who needs to duplicate existing records in our system.How do Customers benefit from using it
What customers can do with Clone Feature?
By using the clone Clone feature, you can operatively and easily replicate Media campaigns, Accounts, accountsCampaign Items, Ad Types and other records, without having to manually enter data. The more fields and records that need to be copied, the more time you can save.
How to access and use the Clone feature?
To use the Clone feature, follow these steps:
Navigate to the record that you want to clone
On the Top right under the drop-down Click on the Clone button
A new record will be created with all the data copied from the old record
Adjust the necessary details and save the new record
Clone your Media Campaign:
Navigate to the Media Campaign that you want to clone.
On the Top right under the drop-down Click on the Clone button.
A new media campaign will be created with all the data copied from the old media campaign.
Adjust the necessary details and save the new Media Campaign.
Effective use of the feature:For example “Clone”
How Clone feature can help our customers?
The Clone feature can be highly useful for the sales representative representatives who may need to create a new digital campaign each month with the same account, targeting, and discounts as a previous campaign. With the Clone feature, all of this data can be copied into a new campaign with just one button click, allowing the sales representative to focus on adjusting only the necessary details, like the dates.
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Future Development Plans:
Our " Clone " feature is flexible and can handle sub-records, but the user interface may look outdated. We plan to update the user interface to match the modern look of the rest of our product.
More sources on
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Clone Feature:
8.2.1 Create a Generic Clone Button for any Object If you are looking for more demos or information on this feature, please reach out to us and we will be able to help.
Contact us:
If you are looking for more demos or information on this feature, please reach out to us and we will be able to help.
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