Appointment types are now sharable!
Solution Launchpad enables you to create and package solutions and share them to scale. In addition to publishing Automations and their dependencies, Solution Launchpad is capable of independently (or as part of a bundle) publishing all of these items:
- Contact Custom Fields
- Company Custom Field
- Automation Builder
- Both Internal and Public Forms
- Appointments
- Landing Pages
- Tags
- Checkout Forms
- Pipelines
- Plays
- Email Templates
- Email Broadcasts
Get Started in Max Classic
- Click on the Settings link under the Admin menu section in the main nav in Classic
- Then choose Solution Launchpad
Get Started in Pro/Max/Ultimate
- Click on your user profile icon and choose Settings
- Choose Solution Launchpad (Alpha)
Sharing your content
- Click Share items
- Click Add sharable item to start selecting which items you want to share
- In the panel on the right, select a category of an item(s) you would like to share
- Now, select the items to share and click Done at the bottom of the panel, or just click the back button at top of the panel to add more items.
- When you are finished adding items, click the Insert selected button at the bottom of the panel
- Now, you will be presented with your sharable item list
- Review your sharable items and remove anything that you don't want to share.
- Click Next at the top right of the page
- Add a name and description for your content
- Again, click Next in the top right of the page
- Now, choose the app or apps you would like to receive your content. Note that you must have an Admin or Partner account on the receiving app.
- Click the Install button.
- Once you have shared items or groups of items (bundles), you can share those easily in the future. Just search for the name of the item or bundle
- And click Install at the bottom of the page
- You can also Delete them from here
Publishing a sharable link
- You can also publish a sharable link that users can click to install your content. Anyone you give this link to will be able to install the item.
- When you click the Create a share link button, it will create a link ready to be shared immediately.
- Note that you can also "unpublish" the link.
- When the user clicks the link, they will be redirected to the sign in page. Once signed in, they will have the option to review and install your content.
Managing (edit and remove) shared items
To make changes to shared content, click the options button and select "install" to install this shared item with another app, "edit" to make changes to the content bundle and "delete" to remove it. Note that deleting a bundle does not remove it from apps that you have installed the bundle on, it just removes it from your content sharing list.
Note that if you don't click the "Update" button, your changes will not be saved. So be sure to click "Update" before moving forward