When you have spent a long time working on a campaign or automation, and someone else might benefit from using the same automation or campaign template, you can easily share it with them using a share link. However, this person must also be a MailBlue user.
This article explains step by step:
- How to share automations
- How to import automations
- How to share campaign templates
- How to import campaign templates
Sharing Automations
Step 1: Click on 'automations' > 'automations' in the menu. In your automations overview, find the automation you want to share, and expand the dropdown menu of that specific automation.
Step 2: Within the dropdown menu, click on 'share'.
Step 3: You will now find the link to your personal automation. You can copy this link.
Step 4: You can test if the link works by pasting it into your toolbar.
You will now see that the link to the automation indeed works. However, the person receiving the link still needs to sign in to their MailBlue account to start working with the shared automation.
Importing Automations
If you have received a link to an automation from another MailBlue user, you can load it into your account. Here is a step-by-step explanation of how to do this.
Step 1: When logged into your account, navigate to 'automations' > 'automations' > 'create an automated series' in the menu.
Step 2: Click on 'import an automation'.
Step 3: Enter the URL of the automation you received and click on 'import'.
Step 4: The automation and the setup wizard will now open. The setup wizard will guide you step by step through the process of linking this automation to your own contact list and website.
Sharing Campaign Templates
In addition to sharing automations, you can also share templates of your campaigns with other MailBlue users.
Step 1: Click on 'campaigns' > 'campaign templates' in the menu. Search within 'all custom templates' for the specific campaign you want to share.
Step 2: When you hover over the campaign with your mouse, you will see a cogwheel appear in the top right corner of the campaign image.
Step 3: Click on the cogwheel, and click on 'share'.
Step 4: Now you will find the link to your personal campaign template. You can copy it.
Step 5: You can test if the link works by pasting it into your toolbar.
You will now see that the link to the template indeed works. However, the person still needs to sign in to their MailBlue account to start working with the shared campaign.
Importing Campaign Template
If you have received a link to a campaign template from another MailBlue user, you can load it into your account. Here's a step-by-step explanation of how to do this.
Step 1: Once you are logged into your account, navigate within the menu to 'campaigns' > 'campaign templates' > 'import a template'.
Step 2: Enter the URL of the campaign you received and click 'ok'.
Step 4: Now the shared campaign will open within your account.
Step 5: Click on 'save and close'.
If you want to create a new campaign now, you will see that you can choose this template within the email designer (step 4 in the article: [new designer] How do I send an email / campaign?)
When setting up your campaign, it is important to carefully check all buttons and their corresponding links and assigned tags. You may need to link some buttons to your personal websites and social media pages, or assign tags to your contacts if they have clicked on a certain link.