Copy Marketing Assets Between Account Engagement Business Units
Share marketing assets, such as email templates, files, custom fields, and custom
redirects, across business units without manually recreating them.
Required Editions
Available in: Account
Engagement Growth, Plus, Advanced, and
Premium Editions
User Permissions
Needed
To manage access to Flow:
Manage Flow
To build and test a flow:
Manage Flow
To run a flow:
Run Flow
Before starting, add the Flow Lightning component to a Campaign page. If your Campaigns
don’t have the required Flow component, see Add a Flow to a Lightning Page.
Also, make sure to activate any remote sites needed to share your marketing assets.
From Setup, in the Quick Find box, enter Flow.
Under Process Automations, select Flows.
Click Account Engagement Bulk Asset Copy Flow.
From the Flow Builder, click Run.
Under Select Business Units, choose the Source Business Unit to copy marketing assets
from and the Destination Business Unit to add marketing assets to, and then click
Next.
If you’re copying between Sandbox business units, choose the Named Credentials first,
click Next, and then choose the Source and Destination Business
Units.
Select the assets you want to copy from the Source Business Unit, and then click
Next.
Confirm you’ve selected the assets you want to copy, and then click
Next.
Click Finish.
To find the copied marketing assets, go to your Destination Business Unit.
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