How do I copy a campaign in Campaign Management?

1. Expand the Campaigns Level in the navigation tree.
2. Click to expand the campaign you wish to copy.
3. Click the Tools node.
4. Click the “Add a New Task” link.
5. From the dropdown menu, select the Tool Type “Copy Campaign.”
6. Fill in the appropriate information in the fields provided.
7. Click   “Save/Update.” The task will then go into queue.
8. Click the “Refresh” button, and once your campaign has been successfully duplicated, the status will change to “Completed Processing.”
9. Collapse the Campaign level of the tree and reopen it to refresh the campaign list.  Your new campaign will then be visible in the tree for you to modify further.
10. Open the copied campaign Settings and find the Last Year Campaign field. Then select the copied campaign.

Note:  The copy will replicate all settings from the previous campaign, except batch templates, donors, and reports/exports.

You can now make changes to update the copied campaign and make it production ready for the current year.