Cloning Customer Profile

Procedure

  1. Find the profile record in the Target > Customer Profiles page.
  2. Click Clone in the row of the desired profile record.

    This creates a copy of the original profile. The cloned copy of a profile record includes all of the data in the original with the following exceptions:

    • The clone is assigned a new, unique numerical ID. This is a system requirement.
    • The clone of a record named "XXX" is automatically renamed "Copy of XXX". Note, however, that if you make multiple clones of "XXX", they are all named "Copy of XXX."
    • The Profile Updated date is, by default, reset to the date when you create the clone.

    The following are some tips for using a cloned customer profile record to create a new customer profile:

    • Start by assigning the cloned copy its own new, unique, descriptive Customer Profile Name and Internal Notes.
    • As you edit a clone, make sure the Internal Notes accurately reflect the filters and parameters you have defined.