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How to duplicate a Workspace
How to duplicate a Workspace

Create duplicates of workspaces in different tracking frequencies and markets

Jay Langridge avatar
Written by Jay Langridge
Updated over 2 years ago

Duplicating workspaces allows you to create exact copies of existing workspaces

Benefits

You may have multiple teams working on the same search terms but who need different outputs and insights for different end clients such as agencies.

Some search terms may need tracking in a different tracking frequency.

You might need the same search terms and structure tracked in a different market.

Ingredients

  • Access to a Pi Datametrics account

  • Access to required Workspaces

  • Workspace editing privileges

Note: if you are duplicating to a different tracking frequency, check you have enough quota, here. If you do not have enough quota for the desired tracking frequency, contact your Customer Success Manager.

Setup

Within the desired workspace, click the ‘duplicate workspace’ button at the top of the workspace dashboard:

From here, select:

  • Frequency - select the duplicate workspace’s tracking frequency (it’ll automatically be set to the same as the original workspace unless changed)

  • Name - name your duplicate workspace

  • Description - add a description is necessary

Click ‘Next’.

Select the duplicate workspace’s market.

Click ‘Next’.

Select the duplicate workspace’s search engines.

Click ‘Finish’.

The duplicate workspace will now appear in your workspace list.

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