General best practices
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When copying an object, any dependencies (such as nested fragments, journey audiences, or actions) are correctly updated in the parent object, ensuring proper mapping in the target sandbox.
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If an exported object contains profile personalization, make sure that the appropriate schema exists in the target sandbox to avoid any personalization issue.
Journeys
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When exporting a journey, in addition to the journey itself, Journey Optimizer also copies most of the objects the journey depends on: audiences, custom actions, schemas, events and actions. For more details on copied objects, refer to this section.
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We do not guarantee that all linked elements are copied to the destination sandbox. We strongly recommend that you perform a thorough check, for example before publishing a journey. This allows you to identify any potential missing object.
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The copied objects in the target sandbox are unique and there is no risk of overwriting existing elements. Both the journey and any messages inside the journey are brought over in draft mode. This allows you to perform a thorough validation before publication on the target sandbox.
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The copy process only copies over the metadata about the journey and the objects in that Journey. No profile or dataset data is being copied as part of this process.
Custom actions
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When exporting custom actions, URL configuration and payload parameters are copied over. However, for security reasons, authentication parameters are not copied over and, instead, are replaced by “INSERT SECRET HERE”. Constant request header & query param values are also replaced by “INSERT SECRET HERE”.
This includes the special-purpose custom actions (Adobe Campaign Standard, Campaign Classic, Marketo Engage).
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When copying a journey to another sandbox, if you select “use existing” for a custom action during the import process, the existing custom action you select must be the same as the source custom action (i.e., same configuration, parameters, etc.). Otherwise, the new journey copy will have errors that cannot be resolved in the canvas.
Campaigns
Campaigns are copied along with all items related to the profile, audience, schema, inline messages, and dependent objects. However, the following items are not copied:
- Multi-lingual variants and language settings,
- Business rules,
- Tags,
- Data Usage Labelling and Enforcement (DULE) labels.
When copying campaigns, ensure that the object listed below are validated in the target sandbox to avoid misconfigurations:
- Channel configurations: Channel configurations are copied along with campaigns. After campaigns are copied, channel configurations must be selected manually in the target sandbox.
- Experimentation variants and settings: Experiment variants and settings are included in the campaign copy process. Validate these settings in the target sandbox after import.
- Unified decisioning: Decision policies and decision items are supported for export and import. Ensure that decision-related dependencies are correctly mapped in the target sandbox.
Content templates
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When exporting a content template, all nested fragments are also copied along with it.
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Exporting content templates can sometimes result in fragment duplication. For example, if two templates share the same fragment and are copied in separate packages, both templates will need to reuse the same fragment in the target sandbox. To avoid duplication, select the “Use existing” option during the import process. Learn how to import a package
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To further avoid duplication, it is recommended to export content templates in a single package. This ensures the system manages deduplication efficiently.
Decisioning
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The objects below must be present in the destination sandbox before copying Decisioning objects:
- Profile Attributes used across Decisioning objects,
- The field group of custom Offer Attributes,
- The schemas of Datastreams used for Context Attributes across Rules, Ranking or Capping.
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Sandbox copy for ranking formulas with AI Models is currently not supported.
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When copying Decisioning entities, make sure you copy decision items before any other object. For example, if you copy a collection first, and there are no offers in the new sandbox, then that new collection will remain empty.
Fragments
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Fragments can have multiple statuses such as Live, Draft and Live with draft in progress. When exporting a fragment, its latest Draft state is copied to the target sandbox.
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When exporting a fragment, all nested Fragments are also copied along with it.
Add objects as a package
To copy objects to another sandbox, you first need to add them as a package in the source sandbox. Follow these steps:
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Navigate to the inventory where the first object you want to copy is stored, such as the journeys list. Click the More actions icon (the three dots next to the object name) and click Add to package.
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In the Add to package window, choose if you want to add the object to an existing package or create a new package:
- Existing package: select the package from the drop-down menu.
- Create a new package: type the package name. You can also add a description.
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Repeat these steps to add all the objects you want to export with your package.