(New UI) Duplicate a portfolio

Beta feature

Duplicate a portfolio to create a new portfolio with the same settings. You can optionally change the default name for the new portfolio and edit the portfolio settings as needed.

  1. In the main menu, click Manage > Portfolios.

  2. Do either of the following:

    • Hold the cursor over the portfolio row and click … > Duplicate.

    • Select the check box next to the portfolio. In the bulk actions toolbar, click Duplicate Duplicate.

  3. Edit the portfolio settings.

    By default, the new portfolio name is *<original portfolio name>*_Copy, such as “Power-Tools_Copy”.

    For more information about the portfolio settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.

  4. Click Review and Save.

  5. Review the settings and make changes as necessary, and then click Save.

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