Partners: Share an automation path with sub-accounts

Create a path to trigger emails when a contact is added to a specific list and share it to your sub-accounts

If you have sub-accounts under your partnership, you can create automation paths in your partner account and share them with those sub-accounts. The sub-accounts are unable to make changes to shared paths.

Important: At this time, the "Added to specific list" path is the only compatible path option, but we're working to include additional paths in the future.

• Create a shareable automation path
• Share the path with sub-accounts
• View the Activity Log for a shared path
• Manage a shared path

Create a shareable automation path

Shared paths are limited to sending a series of emails and setting the timing between the emails.

1. Click Marketing channels > Automations.
2. Click Create Automation.
   
   
    
3. Select the "For your sub-accounts" option from the drop-down menu.
   
    
    
4. Update the trigger information for your path:

• Added to specific list - Select a list or several lists from the drop-down menu. If the list doesn't already exist, you first have to create a new list from the Contacts tab. Since the list is shared, the name you use should make it clear that it’s a shared list. It should also specify what it’s being used for to make sure people don’t get confused in the sub-accounts. Each list you select is automatically created in the sub-account when you share the path. If a list with the same name already exists within a sub-account, it’s automatically assigned to the shared path.

5. Click Save.
   
    
    
6. Click "Settings" to give your path a unique name that you and your sub-accounts can easily identify later. Your contacts never see this name.
7. There are three types of steps you can add to your path, and you can drag-and-drop them anywhere in the path where you see a plus sign:

• Send an email - Add this step into your path, then click the three dots and select "Edit" to create a new email or to copy an existing email. No matter what you choose, give the email a unique name so that you can easily identify it later. If you are creating a new email, you can choose one of our predesigned templates or create your own, and then use the email editor to customize your branding and content.
• Send an SMS - Add this step into your path, then click the three dots and select "Edit" to create a new SMS message. Your message can include a single URL.
• Time delay - Add this step into your path before any email step to specify how much time to wait before the email is sent. Click the three dots and select "Edit" to choose from minutes all the way to months.
  
   
   

Share the path with sub-accounts

Your path needs to be activated before it can be shared. Once the path is shared, the sub-accounts aren’t able to edit the trigger and change the list, or make changes to the path and its email content.

1. Click the Share and activate button in the upper right-hand corner of the path editor.
   
   
    
2. Select the sub-accounts you want to receive the path. You can sort your sub-accounts alphabetically, and the Search field can help you find specific accounts too.
3. Click the Share and activate button.
   
   
    
4. Click the:

• Go to all automation button - Takes you to the Automation dashboard where you can view, edit, and manage your paths.
• Go to Activity Log button - This takes you to Activity Log, where you can view a table of your recent sharing activity. Clicking 'View errors" next to your shared path downloads a CSV file, so that you can see the specific reason why a path couldn’t be shared with a sub-account. (See examples below.)
  
  
   

View the Activity Log for a shared path

When you share a path, their may be errors that prevent it from being shared with a sub-account. For example, sub-accounts that:

• Are in trial status. The path can be shared when a plan is purchased.
• Exceed the activation allowances based on their email plan. The path can be shared if the sub-account upgrades their plan to increase their path allowance.
• Haven't verified their email address so that they can send emails. The path can be shared after the sub-account verifies an email address for their account.
• Lack a physical address in their account settings. The path can be shared after the sub-account adds a physical address.

 If you have errors after sharing a path, or you just want to see a list of the paths you’ve shared, you can find them in the Activity Log.

1. Click the Accounts tab.
2. Select the Activity Log tab.
3. (Optional) Click Campaign Type > Automation to help narrow your search.
4. Next to the shared path, click "View errors" on the right-hand side of the table.
   
   
    

Manage a shared path

After an automation path is shared with sub-accounts, you can still change the path as needed. Please note that when you make changes to an active path, contacts who have already completed the step won't see the updates. If contacts are already on a time delay step and you change or remove the time delay, they continue on the path based on the original time delay settings.

1. Click Marketing channels > Automations.
2. In the Automation paths section, click the Share button to select additional sub-accounts to receive the path, or click three dots (. . .) next to the shared path and select:

• Edit - This lets you edit the path by adding, removing, or editing the email and time delay steps in your path.
• Copy - This lets you copy the path, and then you can give it a unique name and make changes to the email and time delays steps.
• Disable trigger - This prevents contacts from starting the path but allows any contact that is currently on the path to finish it in each of the sub-accounts it's shared with. If you want to re-start the path, it can be copied and then the copied path can be activated and shared.
• Preview - This lets you preview all the steps in your path.
• End - This both prevents contacts from starting the path and stops the path for all the contacts that are currently on it in each of the sub-accounts it's shared with. If you want to re-start the path, it can be copied and then the copied path can be activated and shared.
  
  
   

Questions?