Promotion lifecycle: clone, auto-expire, set inactive

Letterhead makes it easy to reuse and manage promotions throughout their lifecycle by cloning, pausing, and setting automatic expiry dates.

Clone a promotion

Cloning a promotion saves time when you want to run a similar promotion again with updated terms or targeting.

1. Navigate to Promotions and find the promotion you want to clone.
2. Click the Actions or More menu (three dots) next to the promotion.
3. Select Clone (TODO: confirm exact button label).
4. Review the cloned promotion details and update any settings (name, dates, offer terms, etc.).
5. Click Save or Create to finalize the clone.

Set a promotion as inactive

Inactive promotions no longer display to subscribers but retain their data and configuration for future reference.

1. Open the promotion you want to deactivate.
2. Toggle the Active switch or status to the “Off” position (TODO: confirm toggle location and exact label).
3. Click Save. The promotion will no longer be shown to subscribers.

Configure auto-expiry by date

Set a specific expiration date so a promotion automatically expires and stops displaying without manual intervention.

1. Open or create a promotion.
2. Locate the Expiry Date or End Date field (TODO: confirm exact field name).
3. Select or enter the date when the promotion should expire.
4. Save your changes. On the expiry date, the promotion will automatically become inactive.

TODO: Confirm whether auto-expired promotions require manual reactivation or move to a separate “archived” state.