How do I share drip campaigns to other users?
Posted by The Team at Mindmatrix on 15 May 2019 02:43 PM
  • To share a template with users, groups, or companies, first click on Setup > Asset Management > Drip Templates.

 

 

  • Choose the List View option.

 

 

  • Select the drip campaigns you would like to share by selecting the check boxes and then click the Permissions icon.

 

 

To share the campaign with users, groups, or organizations, slide the bar to choose different permissions levels.  As a best practice, give "View" access on all assets to non-administrators.

  • “View” - will let users see a template so they can create an email, landing page, website or print piece.
  • “Share” - will allow them to share it with other Users.
  • “Edit” - will allow them to edit the template as long as they have access to the “Setup” and “Asset Templates” section according to their role.*
  • “Delete” - will allow them to delete the template as long as they have access to the “Setup” and “Asset Templates” section according to their role.*
  • “Owner” - will allow Users to adjust permissions on the template, as long as they have access to the “Setup” and “Asset Templates” section according to their role.*


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