Campaign sharing allows campaigns to be shared across accounts, speed up setup time
1. Who can share campaigns?
Campaign sharing permissions are based on account roles within your domain:
Domain Admins: Have the highest level of access. They can share, update, delete, start and stop campaigns with all accounts under the domain.
Managers: Can share, update, delete, start and stop campaigns only with the accounts that are assigned to them.
2. What parts of the campaign will be shared?
The following elements will be shared across accounts:
Campaign Info
Message Sequence
Campaign Settings.
Please note that campaign members, statistics, and integrations remain unique to each account and will not be shared.
3. How to share a campaign?
As an admin or manager, you can create a campaign and and share it with selected accounts or all accounts under your domain (if you are an admin) or all accounts you manage (if you have a manager role)
3.1 Sharing campaign
You can share your campaigns from the Campaigns menu or directly within the campaign.
Within the campaign: Click the Sharing options button
Within the campaign menu: click the 3 vertical dots
3.2 Selecting users to share your campaign with
Select one or several users or select all accounts and click Save
Users can be displayed in 3 different ways depending on the account status:
Name and Last name: the LinkedIn profile has been fully onboarded previously
Email address: the LinkedIn profile has been added but not fully onboarded
Account ID: The account has been created, but no LinkedIn profile has been linked (empty account)
Once saved, campaign sharing will begin, and you’ll be able to track its progress directly within your campaign.
4. Cancel sharing campaign
While a campaign is being shared, you can cancel the process at any time by clicking Cancel. This will immediately stop any further sharing.
However, if the campaign has already been shared with one or more accounts before cancellation, those shares will remain active. In this case, you will need to manually unshare the campaign from those accounts.
5. Unshare campaign
When you unshare a campaign from an account, it becomes an independent version for that account. Mass updates to the original shared campaign will no longer apply, allowing you to customise it separately.
Go to Sharing options
On the right column, you will see all the accounts that you have shared this account with.
Select the accounts you want to unshare the campaign with.
Click Save.
6. Making changes to a shared campaign.
You can make changes either to your own campaign only, or choose to push those changes to the shared campaigns.
6.1 Make changes to your campaign.
Changes made to your campaign that can be pushed to your shared campaigns are:
Campaign Info
Message Sequence
Campaign Settings
Make changes to any of these three settings in your campaigns and click Save. This will only apply changes to your campaign.
6.2 Make changes to your shared campaigns.
The Admin Control panel will allow you to:
Push your campaign updates to your shared campaigns.
Start shared campaigns .
Stop shared campaigns.
NOTE: If you share an updated template, schedule, or campaign info with other accounts, it will overwrite any edits those users may have made to their campaign.
7. Filter campaign list
In the Campaign menu view, you can filter campaigns by whether they are Shared or Not Shared using the filter at the top. Shared campaigns are also easy to spot they display a ‘shared’ icon next to the campaign name.
Note:
Share and Unshare → These actions can be performed together at the same time.
Share and Unshare → These actions cannot be performed at the same time with Update.
One Campaign at a Time → You can only perform Share, Unshare, or Update on one campaign at a time.
We hope this article was helpful! However if you have any questions do not hesitate to contact us via the support chat or at support@salesflow.io