When required, Users can be given the ability to share campaigns with members of their group or brand.* This functionality is useful for corporate or brand users, wishing to give their agents (located in one or many offices) the ability to quickly access and use campaigns that they have created.

* Contact the ActivePipe Support team to discuss enabling Campaign Sharing in your User account.
Only Users can have this functionality enabled, as Admins can already delegate campaigns to Users within their office.

Recipients of shared campaigns have the choice to “opt-in” to using it. They may modify settings or content before saving and managing the campaign for themselves. This is different to campaigns that are delegated to Users by their Admins, where the campaigns are automatically added to user accounts and Users can choose to opt-out.

To share a campaign, start by navigating to the Campaigns menu.
From here:

• Locate, or create the Campaign you would like to share. Select more to the right of the Campaign name to see the options available.
• From the options, select Share *

* Share will only be visible in enabled accounts. Contact the ActivePipe Support team to discuss.

• Within the sharing options, you can choose to share with:
  • Offices;
  • Individual Users;
  • And/or Teams, which are manually created groups of users or organisations *

* Teams will only be visible in enabled accounts. Contact the ActivePipe Support team to discuss.

Select Offices to share with

Select the Offices tab:

• Within the box, start typing an office name.
  • Select the correct office from the list of dropdown matches, then select Add.
• Repeat this to share with additional offices.

Alternatively, you can share with all offices by selecting the +Add All link. If you want to share with all offices except for one or two, select +Add All, and then use the x to the right of any listed office to remove them.

• Select a different tab (e.g.: Users) to add others to share with, or if you have added everyone you want to share with, select Next

Select Users to share with

Select the Users tab:

• Within the box, start typing a User name or email address.
  • Select the correct User from the list of dropdown matches, then select Add.
• Repeat this to share with additional Users.
• Select a different tab (e.g.: Offices) to add others to share with, or if you have added everyone you want to share with, select Next

Select Teams to share with

Select the Teams tab:*

* Teams will only be visible in enabled accounts

• Within the box, start typing a Team name.
  • Select the correct Team from the list of dropdown matches, then select Add.
• Repeat this to share with additional Teams.
• Select a different tab (e.g.: Users) to add others to share with, or if you have added everyone you want to share with, select Next

Completing the share

After selecting Next, you will see a review of who you have selected to share this campaign with.

To complete the share:

• Add an optional message to tell those you're sharing with more about the campaign or why you're sharing it.
• Select Share

Any newly chosen recipients (people you haven't previously shared this campaign with), will receive an email from you, advising the name of the shared campaign, your optional message, and instructions to access it, including a linked button. If the recipient is logged into ActivePipe, clicking the button will take them directly to the campaign within their account.*

* To keep the shared campaign in their account, the recipient will need to Save, or Save & Activate it, after making any optional changes. Learn more about accessing a shared campaign.