Reuse site settings with Shared Elements
Reduce the time managing numerous site configurations by managing shared settings across your sites in Shared Elements in Productsup.
Introduction
Every site belongs to a project and can only exist once. A site consists of one set of imported and exportable product feeds.
Sharing site settings lets you reduce the time managing numerous site configurations by sharing or reusing site settings and processes across your chosen sites. You can refer to these settings and processes elements, for example, all the connections between the import and intermediate data flow and their configured rule boxes.
Shared site settings let you reference and use another site's elements in your current site. Elements are reusable, and once you set them up, they automatically affect all sites sharing them.
Shared Elements let you share the following settings with sites:
Note
Shared Elements is currently available for Dataflow only. Productsup plans to release the feature for the following functions in the future.
Data sources and Product Identifier settings from Data Sources
Export channels from Export A/B channels
Export Destinations from Export A/B channels
Data service settings from Data Services
Tracking settings from Tracking
Rule boxes and attribute connections from Dataflow
Data View segments from Data View
All lists from Lists shared on site level
ROI rules from ROI Strategy
Site tags from Settings
Shared site settings examples
Suppose you want to share some or all site settings from one site to another. The following example illustrates site A sharing elements with site B:
Site A contains the following:
Data source
Intermediate data flow
Export data flow
Export destination
Site B contains the following:
Data source
Export destination
Note
Shared Elements is currently available for the Dataflow feature only. You must manually create and set up your site's data source and export destination.
As a reminder, shared site settings let you reference and use another site's elements in your current site. You can share site A's elements with site B since site B is missing intermediate and export data flow settings.
Shared elements from Site A with site B. Shared elements from site B associated with site A.
In a more complex manner, you can use several elements from numerous sites instead of only using one site's elements. See the following examples:
Site A sharing with site B
Site B sharing with sites C and D
Shared Elements main view
In Shared Elements, you can view, add sites, and stop sharing elements between sites within your account. From this main view, you can see:
Shared site setting names.
A description of what the site groups share with other sites.
The number of sites sharing similar elements.
Shared element types.
You can stop sharing elements with multiple sites only if there are no sites in your Shared Elements group.
Share site settings
Share site settings with other sites, see your shared elements and remove any shared settings in Shared Element.
To share column attributes with another site, you must select the intermediate or export column in Dataflow to:
Convert to a shared element - Changes the column to a shared element, sharing its rule boxes and attribute connections.
Use a shared element - This lets you choose a shared element used by another site(s).
Convert an element to a shared element in Dataflow
To convert an element to a shared element in Dataflow:
Go to Dataflow from your site's main menu and select your desired export channel from the left in the top ribbon.
From the Intermediate or Export column, select the ellipsis or three dots (...) next to your desired column name and choose Convert to a shared element.
Give your shareable element a title in Name.
In Description, you can optionally add more information about your shared element to help you distinguish it.
Select Create to produce a shared element.
You can now see the column you shared from the main Dataflow view, as indicated by the
SHAREDtag icon next to the column title.
Use a shared element in Dataflow:
To use a shared element in use by another site(s):
Go to Dataflow from your site's main menu and select your desired export channel from the left in the top ribbon.
From the Intermediate and Export column, select the ellipsis or three dots (...) next to your desired column name and choose Use a shared element.
Select the desired shared element name listed on the page, and select Use.
Remove a shared element in Dataflow:
To remove a shared element in Dataflow, go to the shared column by selecting the ellipsis or three dots (...) next to your desired column name, and choose Remove Shared Element.
Select Remove from the Remove Site pop-up window.
Edit and remove source site settings' group
To edit the shared site settings title, description, or remove a site within your Shared Elements group:
Note
You can currently edit elements from the source site only.
Go to Shared Elements from your account's main menu and select the source site you wish to edit.
Choose your site settings group name by selecting the edit icon next to the shared group title.
Give your shared site settings a description to quickly identify the group.
To remove a site:
Mark the empty box next to the site ID or select Select All, then Remove site.
