Can I share a campaign with someone else in my office/company?

There are multiple options for sharing content. You can easily Copy one or multiple campaigns to another user. Or you can use the Sharing feature to share with multiple users at once.

In this article

Copy Campaign to User

To copy a single in progress or sent campaign to another user:

  1. Click Campaigns or Reports in the main navigation menu.
  2. Click the down arrow icon next to the campaign's name, and select Copy to.
  3. Start typing the user's name in the input box, and then select them.
  4. Optionally choose to also delete the campaign from your own account after it has been copied.
  5. Optionally choose to send an email notification to the user.
  6. Click the Copy button.

Copy Multiple Campaigns

To copy multiple in progress or sent campaigns to another user:

  1. Click Campaigns or Reports in the main navigation menu.
  2. Tick the box to the left of the campaign titles you want to copy.
  3. Click the Perform drop down menu, and select Copy To.
  4. Start typing the user's name in the input box, and then select them.
  5. Optionally choose to send an email notification to the user.
  6. Click the Copy button.

Share Campaign(s)

To share a campaign with another user (this will allow them to create campaigns using the shared campaign):

  1. Click Campaigns or Reports in the main navigation menu.
  2. Click the down arrow icon next to the campaign's name, and select Sharing.
  3. Click the Share Campaign button.
  4. If you are not currently sharing the campaign, click the "Share the Campaign" text link.
  5. Depending upon your company's settings, you can choose to share with all individual users at your company, with all users at specific location(s) or region(s) in your company, or with all users at your company.
  6. Select the user(s) or location(s)/region(s).
  7. Optionally choose to send an email notification to the user(s).
  8. Click the Share button.
  9. The shared campaign will appear in the Shared Campaigns tab when creating a campaign. They will also be automatically unshared after 6 months, but you can manually unshare before then.

Use Shared Campaign

To access and use a campaign that has been shared with you:

  1. From the home page, click the Shared With Me tab in the Recent Campaigns section.
  2. Click on the name of the campaign, and then click the Copy and Edit button to begin editing. 
  3. Or to preview the content, click the drop down arrow to the right of the campaign name and select View.

Share Sent Campaign(s)

To share a sent campaign (or folder of campaigns) with another user (this will allow them to view the reporting details but not edit or copy the campaign in any way):

  1. Click Reports in the main navigation menu.
  2. Click the down arrow icon next to the campaign/folder's name, and select Sharing.
  3. Click the Share Reporting button.
  4. If you are not currently sharing the campaign/folder, click the "Share the Campaign/Folder" text link.
  5. Depending upon your company's settings, you can choose to share with all individual users at your company, with all users at specific location(s) or region(s) in your company, or with all users at your company.
  6. Select the user(s) or location(s)/region(s).
  7. Optionally choose to send an email notification to the user(s).
  8. Click the Share button.
  9. The campaign/folder will display in the Shared Campaigns sub-navigation item under Reports for those user(s).

Unshare

To unshare a campaign:

  1. Click Campaigns or Reports in the main navigation menu.
  2. Click the down arrow icon next to the campaign's name, and select Sharing.
  3. Click the Share Campaign button.
  4. Click the "Delete" text link next to the share you wish to stop.

To unshare a sent campaign report (or folder of campaigns):

  1. Click Reports in the main navigation.
  2. Click the down arrow icon next to the campaign/folder's name, and select Sharing.
  3. Click the Share Reporting button if unsharing a campaign.
  4. Click the "Delete" text link next to the share you wish to stop.