Copy Files from Your Account Engagement Business Unit to a CMS Workspace

To use your Account Engagement files for future marketing campaigns, copy the files to a CMS Marketing workspace. When you copy a file, 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 files: Account Engagement Administrator or Marketing role

Images files must be in a Workspace 1.0 + Channel 2.0 when copied for use in the Account Engagement Lightning Builder.

  1. Open the Files page.
    • In Account Engagement, select Marketing | Content | Files.
    • In the Lightning app, select Content and then Files.
  2. From the View dropdown, select CMS Compatible, and then choose the files that you want to copy.
    • To copy an individual file, click gear icon next to it, and select Copy to CMS.
    • To copy multiple files, select the files, and from the dropdown under the table, select Copy to CMS. And then click Go.

    Files page with list of CMS Compatible files and the Copy to CMS dropdown

    When the copy is complete, you receive a confirmation email.