When to use it
The Syndication package allows national or chapter-level campaign managers to send a copy of an item in Salsa—or to “Syndicate” it—to other chapters within that organization. Being able to seamlessly share items in Salsa helps local chapter-managers brand and personalize messaging at the local-level to their supporters. They can do so easily and in coordination with campaign managers throughout the organization.
How to get there
The option to syndicate a page or object is found in the publishing tools. First click the Show Publishing Tools button and then click the Syndicate link.
How Syndication Works
Salsa keeps track of every item in your account by assigning it a key. Whenever an item is syndicated, a copy of the item—along with its content—is created and sent to the chapters specified during syndication. The syndicated copy is independent of the original. The copy will be given a new key, i.e., email_blast_key, that is different from its original. Chapter-level managers can make any changes to the copy and none of those changes will be reflected in the original. At the org-level or parent chapter level, once an item is syndicated, it will show up in the list of similar Salsa items.
Syndicating to Chapters
In addition to creating a copy of an item with a different key number, Salsa will also add an entry to the chapter_KEY field for that item. Salsa’s database keeps track of chapter-level items like donation records, templates, and pages, by putting the key of the chapter in the chapter_KEY field for each item. Thus, syndicating an item from the org-level to the chapter-level will copy the item (giving it its own key number) AND add a chapter_KEY entry for that item so that it is accessible to the chapter to which it is syndicated. If the syndication occurred from a parent chapter to a child chapter, the chapter_KEY entry in the copy will be the child’s chapter key.
By default, a chapter may only syndicate to its children. This can be changed, however, to allow a chapter to syndicate to all chapters in the organization. You can enable this option in the Options tab of the chapter creation workflow for each chapter.
Note: The salsa.chapter.syndication package needs be applied to the role of the Chapter campaign manager before he or she can syndicate from the chapter level.
Chapter Set Syndication
A Chapter Set is a group of chapters that are related and grouped together by node administrators. When syndicating the option to quickly select and send to a chapter set is available.
Items in Salsa that can Currently be Syndicated
- Email Blasts
- Email Blast Templates
- Custom Fields (See the Chapter Overview section for further information)
- Custom Unsubscribe Pages
- Action Pages (except Letter to the Editor pages. Please note: when syndicating actions, autoresponses / triggers associated with that action will also be syndicated to the chapters.)
- Donation Pages (except P2P and Storefront pages)
- Website Templates
- Content Items (Homepages, Contact Forms, Custom Content Items)
- Distributed Events
How to Syndicate
If an item can be syndicated, a Syndicate link will be shown in the Publisher Box.
This option may not appear if the chapter that created the item has no child chapters.
After clicking Syndicate, you will be given the option to specify which chapters and chapter sets to which you would like to syndicate the item. (Note: The Syndication notification option is not currently active.)
The syndicated item will appear in the recipient chapter’s list of items. At the org-level, the syndicated item will appear with other items at their level, along with the syndicated item's chapter key.
Syndicated email blasts will additionally be highlighted in red.