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Copy Sent Emails from Your Account Engagement Business Unit to a CMS Workspace

To use your Account Engagement emails for future marketing campaigns, copy the emails to a CMS Marketing workspace. When you copy an email, the folder permissions in Account Engagement don’t transfer to the CMS workspace.

Required Editions

Available in: Account Engagement Growth, Plus, Advanced, and Premium Editions
User Permissions Needed
To copy sent emails: Account Engagement Administrator or Marketing role
  1. Open the Sent Emails table.
    • In Account Engagement, select Marketing | Emails | Sent.
    • In the Lightning app, select Account Engagement Email and then Sent.
  2. Select the emails that you want to copy.
    • To copy an individual email, click gear icon next to it, and select Copy to CMS.
    • To copy multiple emails, select the emails, and from the dropdown under the table, select Copy to CMS. And then click Go.
    When the copy is complete, you receive a confirmation email.

See Also