Summary
This article will outline how to share and un-share email content with other business units on campus once it has been created and approved.
How-To
Sharing Email Content:
Task: To share email content with other business units.
Only approved content can be shared among the business units. There are times when a message is created in one business unit but is relevant to other business units as well. As opposed to business unit 'A' sending the communication to all parties on campus, sometimes it's more meaningful if the communication comes directly from a specific school or college. When sharing content the users of the other business units we shared the content with do not receive a notification letting them know there is shared content. You will need to alert the other users outside of the application.
Instructions
Step 1 - Once content has been approved, open the email.
Step 2 - On the right side of the screen, the user should see a "Share" Icon.
Step 3 - Click on the "Share" icon.
Step 4 - A "Share Content" dialog will open. Click on the arrow next to UNH Administration.
Step 5 - This will unfold a list of business units to which the user can select by clicking the box to the left of the name.
Step 6 - As the box is selected the name of the selected Business Unit(s) will appear on the right under "Selected Business Units".
Step 7 - Once all needed business units have been selected, click Next in the lower left
Step 8 - To ensure users in the shared business units do not edit the content, we can limit the new business units to only being able to see and send the content.
Step 9 - To limit the new business units, use the default selection "View and Send".
Step 10 - Click Share.
Step 11 - Once shared, users in the Shared Business Units will be able to access the content within Email Studio, Content Screen using the Shared Tab on the left.
Step 12 - Users will now have the ability to send this email to shared data extensions they have access to.
Outcome
You have shared your email content with other business units.
Un-sharing Email Content:
Task: To un-share email content with other business units.
In the event the user shared content with another business unit they were not supposed to, or they want to retract the share permissions the user can 'un-share' the content
Instructions
Step 1 - Open the email Content.
Step 2 - At the top of the screen Click Change next to the Shared to Business Units.
Step 3 - This will open up a 'Share Content' Dialog.
a. De-select the business units needed (or)
b. By clicking the "x" next to the business units on the right (or)
c. Click "My Business Unit" and the email content will only be shared with the business unit to which the user belongs.
Step 4 - Click Save in the Lower right.
Outcome
You have un-shared your email content with other business units.
Need additional help?
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