Sharing Content Between Accounts

  • Updated

Act-On’s content-sharing feature allows you to share marketing assets with your child accounts (also referred to as managed accounts), including Content Fragments, Email Templates, Automated Program templates, Forms, and Landing Pages, as well as any related email footers, images, and stationery used within those assets.

For Act-On Marketing Network users, Marketing Network is available on the left menu. If you don't have this, contact Support to find out if your account is eligible.


Step 1: Set Up Sharing Privileges

  1. Go to Marketing Network > Account Management > Accounts tab.
  2. Find the child account you want using search, sort, & filter.
  3. Hover over the child account you want & on the right click  then select Share permissions:

Sharing Content Between Accounts 01.png

  1. Select:
    • Can Share so the child account can share assets with other accounts in the group.
    • Can Subscribe so the child account can receive assets from other accounts in the group.

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  1. Click Save.
By default, the sharing feature is enabled for parent accounts to share assets with child accounts. Child accounts can be shared with other child accounts (in the same group) and the parent account. Please contact Support to enable this setting.

Step 2: Share & Accept Assets

  1. Under Content in the left menu, navigate to the Email Template, Landing Page, Form, or Content Fragment you want to share. For Automated Program templates, go to Automation > Automated Programs > Templates tab.
  2. Hover over the relevant asset & on the right click  then select Share to accounts:

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  1. Select the checkboxes for the child accounts you want to share the asset with.
  2. Click Share asset.

To accept the shared asset:

  1. In a child account selected in step 3, go to Home > Inbox.
  2. Hover over the shared asset and click  Import:

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  1. A preview of the asset appears. Click Import. A confirmation appears and the imported asset appears in the Default folder of the asset type.

Next Steps

Not all configuration settings are shared when you share an asset. It is a best practice to review your shared asset once it has been accepted. Learn more

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