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Build and use a shared section for your campaign design

To save time, you can set up and use a shared design panel to reuse across multiple campaign designs.

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Written by Stephanie Desveaux
Updated over 3 weeks ago

To create a shared design panel that you can use across your campaign design, follow the steps below:

  1. Open the Campaigns module, then click the Shared Sections icon.

  2. Click New Shared Section.

  3. Add the needed details:

    • Shared Section Name: To help identify your panel.

    • Templates: Only the templates you specify have this shared section.

  4. Click Save.


View your shared section

From the shared section grid, you can:

  • Preview a shared section: Click the Preview icon.

  • Edit a shared section: Click the Edit Panel icon.

  • Make a shared section live: Click the Publish icon.

    ⚠️ Important: The panel isn't visible in the campaigns until you perform this action.

  • Delete a shared section: Click the Delete icon.

    ⚠️Warning: Deleting a shared section removes it from all campaigns in which it's used.

  • Edit the settings of the panels: Click the Cog icon.

    • You can edit the shared section name.

    • You can reselect the templates in which you can use this panel.

  • To view the campaigns in which the shared section is used, click the arrow

    icon, then click the Open Campaign icon.

Shared section statuses

Below are the different statuses:

  • Draft: The shared section is still under construction.

  • Published: The shared section is ready for use.

  • Used: The shared section is used in certain campaigns.


Use your shared section

To use the shared section you've created, follow the steps below:

  1. After setting up your campaign, from the Design step, click Sections.

  2. From the Shared Sections , drag and drop your shared section into your design.

  3. Click the Save icon.

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