Skip to main content

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:

shared_site_settings_example0.png

Site A contains the following:

  • Data source

  • Intermediate data flow

  • Export data flow

  • Export destination

    shared_site_settings_example1.png

Site B contains the following:

  • Data source

  • Export destination

    shared_site_settings_example2.png

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_site_settings_example3.png
shared_site_settings_example4.png

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_site_settings_example5.png

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.

select_shared_elements_feature.png

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:

  1. Go to Dataflow from your site's main menu and select your desired export channel from the left in the top ribbon.

    select_export_channel.png
  2. 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.

    convert_to_shared_element.png
  3. Give your shareable element a title in Name.

  4. In Description, you can optionally add more information about your shared element to help you distinguish it.

  5. Select Create to produce a shared element.

  6. You can now see the column you shared from the main Dataflow view, as indicated by the SHARED tag icon next to the column title.

Use a shared element in Dataflow:

To use a shared element in use by another site(s):

  1. Go to Dataflow from your site's main menu and select your desired export channel from the left in the top ribbon.

  2. From the Intermediate and Export column, select the ellipsis or three dots (...) next to your desired column name and choose Use a shared element.

    use_a_shared_element.png
  3. Select the desired shared element name listed on the page, and select Use.

    use_shared_element.png

Remove a shared element in Dataflow:

  1. 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.

    remove_shared_element.png
  2. 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.

  1. Go to Shared Elements from your account's main menu and select the source site you wish to edit.

  2. Choose your site settings group name by selecting the edit icon next to the shared group title.

  3. Give your shared site settings a description to quickly identify the group.

    change_title_description.png

To remove a site:

  • Mark the empty box next to the site ID or select Select All, then Remove site.

    remove_stop_sharing.png