Reseller Adopt End Users that have access to more than one subscription can bulk copy Guides from one subscription to another. The most common use case for bulk copying Guides is when you have two subscriptions that share a common application. In many cases, this could be a prep or sandbox environment and a production environment.
If there are Pages in the source subscription that don’t exist in the target subscription, bulk copying Guides also allows you to map Pages from the source subscription to existing or new Pages in the target subscription.
Warning: Once Guides are copied from a source subscription to a target subscription and application, the segment is set to Everyone and the guide status is set to Draft, even if the original Guides you copy are public and have custom segments. Review your copied Guides and reconfigure their segment and status as these settings are modified during the copying process.
Bulk copying your Guides involves the following steps:
1. Select the Guides you want to copy over to another subscription.
2. Select your target subscription and application.
3. Map Guide Pages (if needed).
4. Copy the Guides to your target subscription and application.
5. Review and verify the settings of your copied Guides.
Step 1: Select your Guides
Navigate to the Guides page from the left-side navigation and select the Guides you want to copy using the checkboxes next to each Guide's name.
You can select all your Guides simultaneously by selecting the checkbox at the top of the column.
Step 2: Select your target subscription and application
When you've selected your Guides, Copy to Subscription appears at the top of the list, directly below the date range filter.
1. Select Copy to Subscription.
2. Select the target subscription and application from the dropdown menus.
We don't ask you to map your Pages if:
- There are no Pages in your target subscriptions. We automatically copy the Pages over for you.
- We already know which Pages are the same ones. We automatically map the Pages for you.
Step 3: Map Guide Pages
When a Guide is copied to a new subscription, Pages created in the process inherit the source Guide’s existing Page rules. This is because the target application must have the correct Page rules to display the Guides.
If a Guide is copied to an application that doesn't have a Page identified in the source application, the rules can't be applied. In this scenario, you must use the mapping section to create or map the Guide to target the right Page.
Copying Guides to an application without existing Pages
If you are copying Guides to an application with no existing Pages, we automatically create them for you so that they match the existing Guide in your source application.
Copying Guides to an application with existing Pages
If you're copying Guides to an application with some, but not all, of the existing Pages, you can select the options presented to you in the Mapping section to either:
- Create Pages that match the Pages the Guides currently target.
- Map the Pages to similar Pages that exist in the target application.
Pages in the Source Page column don't exist in your target application. You can map these to new or existing Pages in your target application. The copied Guide's steps are then linked to the newly created Pages, or the existing Pages you've selected from the dropdown menu.
Tip: Selecting Create New Page re-creates the Page a Custom Page in the target application. If multiple steps use this Page, only one Page is created. If the relevant Page already exists, select it from the list.
Step 4: Copy your Guides
Complete the bulk Guide copying process by selecting Copy Guides in the bottom-right corner.
A loading bar displays how many of the total number of Guides have been copied. The number displayed should match the amount of Guides you selected for copying.
If you choose to Create New Page (based on existing rules), there is a Processing label under the newly created Page in the target application. You won't see data for Page views until the Page finishes processing. It can take up to an hour for the Page to process.
You can still change a Guide’s status and segment if the Page is currently being processed.
Step 5: Review and verify copied settings
Copied Guides default to a status of Draft and a segment of Everyone.
After processing is complete, navigate to your target subscription through the Subscriptions tab in the top right corner, find your Guides, and reapply their segments (if different from Everyone) before publishing.