How to Clone a Line Item

Learn how to clone an existing, sold, line item within Ui.Marketing.

Vivienne Duclos
12 steps
2 minutes

Navigate to <https://ui.marketing/campaign-hub/orders/line-items>

Click the ellipsis "Actions" icon next to the line item you want to clone

Click "Clone Line Item"

Update the line item name

Select a new start date for your cloned line item. The end date will update automatically to match the same length as the original line item you are cloning. You can edit the end date once the line item has been cloned.

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 allocations to meet minimums and to adjust the end date for your line item, select the "Allocations" tab

Update your allocations to meet minimums and/or adjust your end date, then click "Review Order" once you get a green ✅ and all other tabs are accurate.

Acknowledge terms and submit the order!

Click "View Order"

Then you can find the line item you just cloned within your original order. If you click on the name, you will be taken to the line item detail and you can message with our team.