---
title: "Duplicating Goals, Campaigns, & Expense Groups"
slug: "duplicating-goals-campaigns-expense-groups"
updated: 2023-10-20T07:39:15Z
published: 2023-10-20T07:39:15Z
canonical: "help.planful.com/duplicating-goals-campaigns-expense-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.planful.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Duplicating Goals, Campaigns, & Expense Groups

Duplicating goals, campaigns, or expense groups can be a time-saving technique when you want to create something new that is similar to an existing item.

In Planful for Marketing, you have the option to duplicate (or copy-and-paste) any goal, campaign, or expense group. This allows you to quickly replicate an item rather than starting from scratch. For example, you can use a duplicated event campaign template or create recurring digital campaigns using this feature.

The following steps will guide you on how to duplicate a campaign, although the process is the same for duplicating an expense group or a goal:

1. Go to  **>** **Campaigns** **> All** **Campaigns**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/1(59).png?sv=2026-02-06&spr=https&st=2026-10-26T11%3A50%3A22Z&se=2026-10-26T12%3A50%3A22Z&sr=c&sp=r&sig=yAOdfW11EnPGrHSKm12jjq5mzWXr%2Bnh%2B%2BSNEGRRLEFM%3D)
2. Select the campaign you want to duplicate.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/2(56).png?sv=2026-02-06&spr=https&st=2026-10-26T11%3A50%3A22Z&se=2026-10-26T12%3A50%3A22Z&sr=c&sp=r&sig=yAOdfW11EnPGrHSKm12jjq5mzWXr%2Bnh%2B%2BSNEGRRLEFM%3D)
3. On the campaign detail page, navigate to **Manage Campaign > Duplicate Campaign**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/3(46).png?sv=2026-02-06&spr=https&st=2026-10-26T11%3A50%3A22Z&se=2026-10-26T12%3A50%3A22Z&sr=c&sp=r&sig=yAOdfW11EnPGrHSKm12jjq5mzWXr%2Bnh%2B%2BSNEGRRLEFM%3D)
4. A small confirmation pop-up appears at the bottom of your screen, making it easy to access your new campaign.
5. To view your newly duplicated campaign, simply click on **View details** in the same pop-up.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/4(40).png?sv=2026-02-06&spr=https&st=2026-10-26T11%3A50%3A22Z&se=2026-10-26T12%3A50%3A22Z&sr=c&sp=r&sig=yAOdfW11EnPGrHSKm12jjq5mzWXr%2Bnh%2B%2BSNEGRRLEFM%3D)
6. If the pop-up disappears, you can return to the **Manage** page by clicking either **Cancel** or **Save & Close**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/5(29).png?sv=2026-02-06&spr=https&st=2026-10-26T11%3A50%3A22Z&se=2026-10-26T12%3A50%3A22Z&sr=c&sp=r&sig=yAOdfW11EnPGrHSKm12jjq5mzWXr%2Bnh%2B%2BSNEGRRLEFM%3D)
7. The newly duplicated campaign appears as **Copy** [name of your original campaign] with a **New** indication.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/6(25).png?sv=2026-02-06&spr=https&st=2026-10-26T11%3A50%3A22Z&se=2026-10-26T12%3A50%3A22Z&sr=c&sp=r&sig=yAOdfW11EnPGrHSKm12jjq5mzWXr%2Bnh%2B%2BSNEGRRLEFM%3D)

Remember that the same steps apply to duplicating an expense group or a goal.

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/Duplicate%20Budget%201.gif?sv=2026-02-06&spr=https&st=2026-10-26T11%3A50%3A22Z&se=2026-10-26T12%3A50%3A22Z&sr=c&sp=r&sig=yAOdfW11EnPGrHSKm12jjq5mzWXr%2Bnh%2B%2BSNEGRRLEFM%3D)