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Act-On Software

Using the Content Sharing Feature to Share Marketing Assets with Managed Accounts

AUDIENCE: Administrators, Marketing Users, Agency Users
OBJECTIVES: Gain a general understanding of how to share content between accounts

Overview

Act-On provides users with a way to easily share marketing assets between accounts. This is accomplished through the Agency Dashboard or by contacting Customer Support.

Sharing Marketing Assets through the Agency Dashboard

Agency users have the option to configure sharing settings with managed accounts from the Agency Dashboard. By default, managed accounts can receive (subscribe to) assets from the main account. However, any account can be configured to share assets with any other account in the agency group. Once the accounts have been configured to share or receive assets, users can share an asset by clicking Share in the preview of the asset they would like to share, and then selecting the accounts with whom they would like to share the asset. Once an asset has been shared, the receiving accounts need to accept the asset in the Inbox, located in the Home icon menu. Note: At this time, only forms and templates are sharable.

Sharing Marketing Assets through Customer Service

Individual accounts (non-agency accounts) have the option to share marketing assets with any other individual account. In order to share assets, the accounts must belong to the same share group. This can only be done through an Act-On support representative who needs to set up the accounts and their sharing privileges in the customer care panel. Once sharing privileges are configured, users can share an asset by clicking Share in the preview of the asset they would like to share, and then selecting the accounts with whom they would like to share the asset. Once an asset has been shared, the receiving accounts need to accept the asset in the Inbox, located in the Home icon menu. Note: At this time, only forms and templates are sharable.

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