Sharing Forms Between Accounts

  • Updated

Act-On’s Content Sharing feature in the Marketing Network allows you to share Forms with your Child accounts, including Content Fragments, Form Templates, & related assets attached to your Form, such as images & documents.

Essentials to Get Started

  • Enable Content Sharing - By default, the Content Sharing feature is enabled for Parent accounts to share assets with Child accounts. It is possible for Child accounts to share with the Parent, but you will need to contact Support to enable this setting.
  • Add Sharing Privileges - Confirm that Sharing Privileges have been turned on in the Marketing Network. Read more about adding Sharing Privileges.


Step 1: Share & Accept Form

  1. Go to Content > Forms & find the Form you want to share.
  2. Hover over the Form & on the right click  then select Share to accounts
  3. Select the checkboxes for the child accounts you want to share the Form with.
  4. Click Share asset. A confirmation appears.

Accept the Form in the Child account:

  1. In a Child account selected in step 3, go to Home > Inbox.
  2. Hover over the shared Form & click  
  3. A preview of the Form appears. Click Import. A confirmation appears.
  4. Once the Form is accepted, it appears in the default folder (go to Content > Forms > Default Folder).

Step 2: Review Shared Form

It is a best practice to review your Form to make sure it is properly configured. Look out for account-specific items that may need editing, such as links & opt-outs. See our Marketing Network Best Practices & FAQs for more information.

Changes that are made to a shared Form prior to it being accepted are reflected in the Child account, including changes made after the Parent account shared the Form. Once the shared Form is accepted in the Child account, no changes made in the Parent account are reflected in the shared version in the Child account.

Field Mapping

A new Form submission list gets created in the Child account based on mappings in the parent account (but without any data submissions from the Parent account). This list can then be modified in the Child account.

Landing Page Redirect

When a Form that redirects to a Landing Page is shared, that Landing Page and any associated assets/fragments will be added to the Child account.

Account IDs are updated to reflect those of the Child account.

A new default URL is created in the Child Account when a Form that redirects to a Landing Page is shared from a Parent.

Fragments within a Form

Fragments within a shared Form will be condensed into content and unavailable for re-use by the Child account.

If the shared Form is set to redirect to a Fragment in the Parent account, that Fragment will be shared with the Child account. Otherwise, if the Parent wants to share a Fragment they will need to do so separately.


CAPTCHA Domains are not shared from the Parent account. The Child Account CNAME/Account ID will be automatically added to the CAPTCHA when a Form is shared, which will allow the CAPTCHA to function on all pages associated with the CNAME/Account ID. Additional domains can be added by the Child account.


All of the settings from the Response section of a Form from a Parent account will be retained when shared with a Child account, except CRM settings.

FAQs and Troubleshooting

What can be shared from Parent to Child accounts in Forms?

Forms, Form Templates, and Content Fragments can all be shared. Assets attached to a specific Form, such as images or documents, are also shared when it is shared.

What is not shared?

CRM settings, Form Submission lists, or any Fragments included in the Form design are not included when you share a Form. Also, Landing Page URLs used in a Form redirect and CAPTCHA Domains must be reconfigured.

I shared a Form and then made an update to the original in the Parent account. Is that change reflected in the Child account?

Shared Forms will only reflect changes made until it is accepted by the Child account. After it has been accepted, it is unique and separate and will not reflect any changes made to the original.

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