How to Clone a Line Item?
Learn how to clone a sold line item right from the line items table.
Easily clone a sold line item within your order to keep similar targeting and product selections.
Walkthrough
Step-by-Step Guide
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Navigate to the Line Items table.
- Click the ellipsis "Actions" icon to the left of the line item you want to clone and click Clone Line Item.
- In the modal that appears, enter in the new line item name.
- Select your start date. The end date will autopopulate based on the original line item's duration. You can edit the end date after you have cloned the line item.
- Click Clone.
- You will be taken to the order review page to ensure everything looks good. If you need to make changes to your line item you can click on the ✏️ icon.
- NOTE: You cannot submit the line item if you see a red ❌ next to it. This means there are issues with the allocations and they do not meet our minimums.
- To adjust your allocations to meet minimums and to adjust the end date of your line item, click on the Allocations tab.
- Update your end date and allocations by double clciking on those fields or add a new row of allocations. Once you have made your changes, click Review Order.
- Acknowledge our terms and click Submit!
- To view your cloned line item click View Order on the Order confirmation page. Then you will see all line item within the order including your newly cloned line item. Click on the line item name to navigate to the line item detail and messaging.
Need to clone an order? Check out our guide here >>