Information for: DEVELOPERS   PARTNERS

Copying Resources

The copying resources feature:

  • identifies all dependencies for the copied resource
  • copies the resources if they don’t exist on the target instance
  • updates the resources if they exist on the target instance and have the same name and creation date

For example, if a segment having a Visited a Specific Landing Page filter for a landing page is copied from one instance to another, the landing page used in the segment filter is copied to the destination instance. If that landing page already exists in the destination instance, it is updated with any changes from the source instance.

Note

If a copied item exists in the destination instance (identified by the items ID or alias), the system overwrites the existing item with the copied item. Acquia recommends that you manually create copies of dependent resources, such as tokens, custom fields, in the destination instance. To ensure the accuracy of copies, you must create dependent resources in the source instance and copy the resources through the resource copy feature. If you create a resource with the same alias of a different resource of the same type, the destination resource is overwritten by any copy that references it.

To copy a resource from one instance to another:

  1. Access the marketing cloud landing page. This page allows you to access the marketing cloud products, such as Campaign Factory, Personalization, and Customer Data Platform (CDP).

  2. Select Campaign Factory. The system redirects to maestro.mautic.com.

  3. Enter your sign-in information to access the Campaign Factory dashboard.

  4. Navigate to the Instance Overview page of the instance that you want to copy the resource from.

  5. Locate all the instance resources listed on the right-hand side of the page.

    resources_1

  6. Click the Copy icon against the type of resource that you want to copy in the Instance Resources section.

    resources_2

  7. In the pop-up window, select the resource(s) to be copied, along with the target instance(s).

    Note

    You can select multiple items to be copied. Once you make your initial selection, you can either begin typing or select an option from the drop-down list. To remove a selected item, click the x icon.

  8. Click Save.

The system initiates the copy process, notifies the user, and displays a confirmation message in the user interface.

Feature Details

This feature identifies all dependencies for the copied resource and copies them (if they don’t exist on the target instance) or updates them (if they already exist on the target instance with the same name and creation date).

For example, if a segment has a filter: Visited a Specific Landing Page for a landing page and if the segment is copied from one instance to another, the landing page used in the segment filter is copied to the destination instance. If that landing page already exists in the destination instance, it is updated with any changes from the source instance.

Note

If an item exists in the destination instance (identified by a combination of alias and created-date) as an item that is being copied, the system overwrites the existing item with the copied item.