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Act-On Software

Sharing Content: Feature Details

AUDIENCE: Administrators, Marketing Users, Agency Users
OBJECTIVES: Learn how to share content among agency accounts

Overview

Act-On’s Content Sharing feature allows marketing agencies to share marketing assets with managed accounts. This article provides the basics on how to share assets.

Content Sharing

Account managers are able to share content (forms, email templates, and automated program templates only at this time) with any managed account. To do this, an account manager needs to set up sharing privileges, select an asset, select the accounts to share the asset, and accept the asset in the managed account.

  • To set up sharing privileges, the account manager selects Share in the list view of managed accounts. In the dialog, the account manager checks Can Share and / or Can Subscribe. Can Subscribe means that the managed account can receive assets from any other account in the group. Can Share means that the managed account can share an asset with any other account in the group.
  • To share an asset, the account manager navigates to the preview of the asset they want to share and selects Share. (The account manager needs to be in the appropriate account and previewing the appropriate asset to share.) In the dialog window with the list of accounts that can receive the asset that displays, the account manager needs to select the accounts to share the asset.
  • Once the accounts have been selected, the account manager needs to accept the asset(s) in the Inbox that displays in the Home drop-down menu. The user can preview the asset, accept it, or decline it. Once the asset is accepted, it appears in the Default folder of the asset type. For example, an accepted form will appear in the Form default folder.
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Please note that our platform does not currently support the sharing of assets from a managed account to the main account.


Please note that our platform does not currently support the sharing of assets from a managed account to the main account.
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