Marketers - Cloning Projects

Applies to: IZEAx Unity Suite Starter, Standard, and Enterprise customers.

After you have created your project, you will be able to clone it for easy recreation of the information you already entered. 

  • From your Unity Workflow dashboard, locate and click on the Campaign Name containing the project you would like to clone. 
  • Select the icon next to your project name > Clone Project.

  • This will redirect you to a new project flyout where the information from the project you cloned will be pre-populated.
    • You will be able to edit the following information:
      • Campaign associated with project
      • Project name and image
      • Project brief
      • Additional files 
      • Open bidding Setting
      • Deliverable
      • Units
      • Required elements
      • Draft due date
      • Publishing window
  • For more information on setting up a project, click here.

Please note: Cloning projects does not clone offers that were sent in the original project. Additionally, if you want to change the deliverable(s) from the one that was pre-populated in the original project, you will lose all of the information entered for the original unit(s).

  • Once you have finished all of your needed edits, click Create Project.