Relevant to: Demand Acceleration Platform | Content Syndication | Campaigns | Sources
Cloning Sources in the Demand Acceleration Platform (DAP) allows you to quickly duplicate a Source, eliminating the need to manually recreate Sources for recurring Cost Per Lead (CPL) Content Syndication Campaigns.
In this article
Before you begin
Create and publish a new CPL Campaign or identify an existing CPL Campaign to associate with the newly cloned Source.
CPL Sources (both Manual Upload and Media Partner types) can be cloned into new Campaigns, reducing the amount of manual effort required to set up a new Campaign.
CPL Sources can be cloned directly from the Sources dashboard or from within an existing CPL Campaign. In either case, the Source cloning process will duplicate all attributes of the original Source, including:
- Fields
- Validation
- General, Suppression, and Domain Lists
- Terms
- Assets
- Integrations
Previously submitted Leads, Allocations Filled and SO/PO will not be duplicated. |
Cloning a Source from the Sources dashboard
1. From your Dashboard, navigate to Campaigns and select the Sources tab.
2. Locate the Source you wish to clone.
3. Click the ⋮
menu to the right of your Source.
3. Select Clone Source from the dropdown menu.
4. In the Campaign search box on the Clone Source modal, enter and select the name of the Campaign you would like to associate with the cloned Source.
The Campaign must be published in order to appear when searching. The first 15 Campaigns that are published and match your search will be shown. As letters are entered in the search box, matching Campaigns will update. |
Optional: Enter a Source Alias to easily distinguish the cloned Source from the original Source. If a Source Alias is not entered, this will default to a new Short ID.
If you clone a Source with a Media Partner, you will have the option to change the Media Partner from a dropdown menu on the Clone Source modal. |
4. Click Save and Edit to continue to your Source, or select Save as Draft to save your Source and return to the Sources Dashboard.
Quickly clone Sources by selecting Save as Draft and returning to the Sources Dashboard to begin another Clone. Note your Cloned Source's Alias or Short ID in order to return to it again for editing. |
5. After selecting Save and Edit, verify your Source attributes are accurate and make any changes as needed. When you are finished, click Save.
The start date of the cloned Source will be the date the Source was cloned. |
Optional: If you are ready to send your Source at this stage, click Send Source.
Cloning a Source from within a Campaign
1. From your Dashboard, navigate to Campaigns and select the My Campaigns tab.
2. Locate the Campaign that contains the Source you wish to clone and select the ⋮
menu to the right of your Campaign Name.
3. Select View Campaign from the dropdown menu.
2. Select the Sources tab from within the Campaign.
3. Locate the Source you would like to clone and select the ⋮
menu to the right of your Source.
4. Select Clone Source.
5. In the Campaign search box on the Clone Source modal, enter and select the name of the Campaign you would like to associate with the cloned Source.
The Campaign must be published in order to appear when searching. The first 15 Campaigns that are published and match your search will be shown. As letters are entered in the search box, the matching Campaigns will update. |
Optional: Enter a Source Alias to easily distinguish the cloned Source from the original Source. If a Source Alias is not entered, this will default to a new Short ID.
If you clone a Source with a Media Partner, you will have the option to change the Media Partner from a dropdown menu on the Clone Source modal. |
6. Click Save and Edit to continue to your Source, or select Save as Draft to save your Source and return to the Sources Dashboard.
Quickly clone Sources by selecting Save as Draft and returning to the Sources Dashboard to begin another Clone. Note your Cloned Source's Alias or Short ID in order to return to it again for editing. |
7. After selecting Save and Edit, verify your Source attributes are accurate and make any changes as needed. When you are finished, click Save.
The start date of the cloned Source will be the date the Source was cloned. |
Optional: If you are ready to send your Source, click Send Source.
Frequently Asked Questions
Can I clone Marketplace Sources?
No. Marketplace Sources cannot be cloned at this time.
Am I able to clone archived Sources?
Yes. Archived Sources can be cloned.
Are there any restrictions on the Campaigns I can associate with the cloned Source?
The only restriction is that the Campaign must be published.
What are the filter criteria when searching for a Campaign to associate with the cloned Source?
Only published Campaigns will be displayed when searching for a Campaign to associate with the cloned Source.
Can I clone a Manual Upload CPL Source?
Yes. Both Manual Upload and Media Partner CPL Sources can be cloned.
Can I clone a non-CPL Source?
No. Non-CPL Sources cannot be cloned at this time.
Can I clone a Source with a large General, Suppression, or Domain List?
Yes. Sources with large lists can be cloned.
Can I clone a Source with an integration older than 1 year?
Yes. Sources with integrations older than 1 year can be cloned.
Will Lead data from the original Source be copied over to my new Source?
No. Lead data is not retained during cloning and will not be copied over to the new Source.
Will Fulfilled Allocations be copied over to my new Source?
No. Fulfilled Allocations are not retained during cloning and will not be copied over to the new Source.