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How to Setup Sync Location Restrictions

Control where users can sync emails in your marketing automation platform by restricting sync access to specific locations or brands.

Overview

Use Sync Location Restrictions to:

  • Limit where Knak Builders can sync assets.

  • Restrict integrations to specific brands within your marketing automation platform.

Supported platforms:

  • Adobe Marketo

  • Oracle Eloqua

  • Salesforce Marketing Cloud (SFMC)

  • Salesforce Pardot

Important: Sync restrictions must be configured consistently across all Marketing Automation Platforms (MAPs). You cannot enable sync restrictions for one MAP while leaving another MAP unrestricted if you want both platforms to appear as sync options in the email builder. Either all MAPs must use sync restrictions, or none of them can use sync restrictions. This limitation also applies to unsupported MAPs.


How to Enable Sync Location Restrictions

Step 1: Navigate to Sync Restrictions

  1. Go to the Admin section in Knak.

  2. Click Integrations.

  3. Select Sync Restrictions.

    Empty sync restrictions page UI.

Step 2: Enable and Add a New Rule

  1. Toggle Enable All to turn on restrictions.

  2. Click + New Sync Rule.

    Arrow pointing to the + New Sync Rule button.

Step 3: Set Up Your Sync Rule

In the popup window:

  1. Name your sync rule.

  2. Select the Brand(s) and Platform Instance.

  3. Choose the Asset Type: Emails, Landing Pages, or both.

  4. Define the Workspace, Program, or Folder to sync to.

  5. Click Create New Rule.

    Sync Rule configuration popup

How Multiple Sync Rules Work

A brand can have more than one sync rule. Each rule adds another sync location for that brand. When Builders sync an asset, they see a list of every rule for their brand. They pick one.

Rules never override each other. A rule for one brand does not replace a rule for all brands. Builders will see both.

Example: You have a rule for all brands. Then you add a rule for Brand A. When a Brand A Builder syncs, they will see two options:

  • The all-brands rule

  • The Brand A rule


Additional Notes

  • Builders can only sync to the locations set in the rules for their brand.

  • If a folder has subfolders, Builders can sync to those too.

  • A rule can target just an instance or a workspace. Programs and folders are optional.


How to Restrict Integrations to Specific Brands

  1. Go to Integrations > Platform.

  2. Click Connection/Add Another Conection, or choose an existing integrated platform and edit.

  3. Click the + under Restrict to Brands.

  4. Select the brands that should have access.

  5. Click Create New Integration if creating a new connection, or click Save Changes on an existing connection.

Only the selected brands will be able to use that integration.

New integration UI with brands restricted.

Troubleshooting

SFMC Sync Restriction Behavior

Important: This behavior is specific to Salesforce Marketing Cloud (SFMC).

When you create sync restrictions for Salesforce Marketing Cloud (SFMC), you must create a separate sync restriction for each asset type.

Unlike some other Marketing Automation Platforms (MAPs), SFMC does not have a folder structure that Knak can use to restrict access across multiple asset types. Because of this limitation, there is no All option when creating a sync restriction.

For example:

  • Create one sync restriction for Emails.

  • Create a separate sync restriction for Landing Pages.

If you want to sync both Emails and Landing Pages, you must create both rules. Creating an Email sync restriction does not automatically allow Landing Pages to sync.

Why This Happens

SFMC stores Landing Pages differently than Email assets. Knak cannot scope Landing Pages using the Email location. An All option would incorrectly suggest that both asset types use the same location restrictions.


Need more help? Contact support via live chat within Knak using the chat bubble in the bottom right corner or email support@knak.com.

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