Copying replicates the content created on the program to all or specific partner accounts. Common tactics that are copied include forms, pages and themes.  Copying is most frequently used when creating syndicated websites and tactics that are executed directly within the Program Manager such as emails.


In order for updates to appear on the subscribed partner accounts the tactics must be copied again to reflect all changes made.  Please note that if managed content has been modified on the partner level coping the content again will override those changes.


Please note that if you're looking to make content available in the partner library, then this would be a different process. please refer to the Content Visibility article. 


What will I find in this article?



All Partners

From the Program Manager choose the program you are working with from the drop down box.






Select the Content tab and choose the appropriate folder. For example if you need to copy forms choose the Forms folder or if you need to copy themes choose the Themes folder.   By selecting the folder name it loads the subsequent content.


To add a newly items select the Add button at the top of the screen. Locate the item that needs to be replicated and click the button on the right side of the page. 


Multiple items can be added at once by placing a check in the box next to the names.  Click Add items to the program button.


After the content has been added, set the design (if applicable) by choosing the theme name from the design drop down box.  Click Update located at the bottom of the page.


After the theme has been set copy the to subscribed partner accounts by clicking the Copy button on the right side of the page.


 


Individual Partner

New partners that get added to your program will need all previously copied content.  This can be accomplished by copying the content to that select partner.  Form you account list in the Program Manager click the partner name


This loads the partner summary page.  Click the Settings tab.


Select Content and choose the appropriate folder. For example if you need to copy forms choose the Forms folder or if you need to copy themes choose the Themes folder. By selecting the folder name it loads the subsequent content.




Click the Copy button at the top of the page. This begins copying that specific content to the partners account.