*Please note: This is currently in Alpha Testing. If you would like to participate, please reach out to kate.mosley@knak.com*
How to Use Bulk Sync for Campaigns
Locate your Campaign to Sync
Navigate to your campaign that contains the assets you want to sync or resync. Look for the new sync button at the top of the campaign view.
Select Your Integration
Currently, Bulk Sync for Campaigns supports Salesforce Account Engagement (Pardot) integration, with more integrations coming soon. In the screenshot below we selected Pardot from the available options.
Choose Your Destination Folder
You can either:
Search for your folder directly using the "Search Folders" option
Browse through your folder structure to locate the destination
Select the appropriate folder and campaign where you want to sync your assets.
Review and Select Assets
You'll see a complete list of all assets in your campaign that can be synced. This includes:
Emails
Landing pages
Translated versions of your assets
Don't want to sync everything? You can easily deselect any assets that aren't ready for syncing.
Note: if you do not have permission to sync assets that are not approved, you won't be able to sync those assets.
Initiate the Sync
Click the Sync Assets button to start the process. The system will run through:
Optimization checks
Platform-specific requirements
Address Any Errors
If there are errors that would block the sync process:
Review the error details
Click "Edit" to be taken directly to the asset with issues
Make the necessary corrections (for example, adding missing elements like unsubscribe links)
Return to the sync screen
Click "Retry" to resume the sync process
Monitor Progress
Once the sync begins, you can monitor the status of each asset in the Sync Status as it syncs to your marketing automation platform.
Resyncing
The process to resync assets is very similar. When resyncing, you will initiate the sync in the same method as above, but your sync locations will already be set. If you wish to sync to a new location, choose "sync as new email".
Benefits of Bulk Sync for Campaigns
Save time by syncing multiple assets at once instead of one by one
Manage an entire campaign from a single interface
Easily identify and fix issues before completing the sync
Monitor sync status for all your assets in real-time
Note: The time required for bulk syncing will depend on the number of assets in your campaign.
Video Walkthrough
Watch this step-by-step video demonstration of the Bulk Sync for Campaigns feature:
Need more help? Contact kate.mosley@knak.com during the alpha testing period.