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A
Anonymous
January 4, 2016
Question

Management of instances

  • January 4, 2016
  • 2 replies
  • 3378 views

Hi,

We have different instance in order to do customizations, testings and production.

My concern that we have build all staff in developement instance, and we would like to copy past to another instance to do testing, we don't know how we do it or if it's possible to do it, to avoid to rebuild everything in each instance.

Thank you,

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 4, 2016

Hi,

Ask support to make the development instance available as a program import source from your testing instance and then ask them also to make the test instance available as a program import source from the production instance.

This will enable you to transfert programs and all their content (forms, landing pages, emails, smart lists, smart campaigns, etc...). You will be also able to transfer associated elements such as templates and channel definitions.

-Greg

    gkrajeski
    gkrajeski
    Level 10
    January 4, 2016

    @Grégoire Michel​

    Is this similar to SFDC where you can "promote" Sandbox content to your production environment?

    This would be most helpful when building programs, scoring models, etc, and then not having to rebuild everything in our production instance!

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    January 4, 2016

    Hi Geoffrey,

    To some extend, yes, it is similar to ChangeSet in SFDC, although very simplistic. And you can only transfert programs, not individual elements such as a Smart Campaign or a Landing page. You cannot transfer any data, either.

    There are a few things that I have not tried such as transferring a program that contains a smart campaign which calls a webhook.

    If the transfer fails, you will be notified by email of the detailed error. Read the error message carefully, it can be tricky (such as a small difference in a field name).

    -Greg

      A
      Anonymous
      January 4, 2016

      Thank you Greg,

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