The Batch Event Copy feature is designed to save you time, especially when you first begin to build your annual plans for a fiscal year. Copy multiple events into another fiscal year or retailer page at the same time.
1. On the Events page, select the checkbox next to the events you want to copy.
Tip: Select the check box within the gray header section if you want to Select All events on the page.
2. In the Batch action horizontal menu, select Copy Events
3. Update the Fiscal Year and/or Tactic Dates as needed. You can also update other fields like Event Initiative or Team/Page before copying. You will be able to edit the copied events as desired once they are created as well.
New: Tactic-Level Date Editing When Copying Events
Previously, when copying events (single or batch), you could only adjust event-level start and end dates. Tactic dates would then shift forward the same number of days the event’s start date changed.
The problem:
Because months have different lengths, this often caused date misalignment. For example:
-
Original Q1 event: Jan 1 – Mar 31, with one tactic per month.
-
Copy to Q2 event: Event start changed to Apr 1 → All tactics shifted +90 days.
-
Result: Q2 event ended June 29 instead of June 30, and tactic dates were off by a day or more.
What’s changed:
-
Now, when copying events (single or batch), you can adjust tactic-level dates before copying.
-
Each tactic date field uses the Smart Date Picker, so you can:
-
Apply fiscal shortcuts (Quarter, Period, Half, Full Year)
-
Adjust individual tactic dates for accuracy
-
-
The event-level dates are now calculated automatically (“rolled up”) based on the tactic dates you set.
Why it matters:
-
More accurate copied events – no need to fix tactic dates afterward.
-
Better control – adjust each tactic to align exactly with desired timing.
-
Time savings – especially for events with multiple monthly tactics or uneven period lengths.