DocumentationJourney OptimizerJourney Optimizer Guide

Manage fragments manage-fragments

Last update: Thu Jan 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • User

Access fragments access-fragments

To manage your fragments, access the fragment list from the Content Management > Fragments left menu.

All the fragments that were created on the current sandbox - either from the Fragments menu, either using the Save as fragment option - are displayed.

You can filter fragments on their:

  • Status (Draft or Live)
  • Type (visual or expression)
  • Creation or modification date
  • State (archived or not)
  • Tags

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You can also choose to show all fragments, or only the items that the current user created or modified.

From the More actions button next to each fragment, you can:

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Fragments’ statuses

Fragments can have multiple statuses:

  • Draft: The fragment is being edited and has not been approved.

  • Live: The fragment has been approved and is live. Learn how to publish a fragment

    When a live fragment is being edited, a specific icon next to its status displays. Click this icon to open the draft version of the fragment.

  • Publishing: The fragment has been approved and is being published.

  • Archived: The fragment has been archived. Learn how to archive fragments

CAUTION
Since Draft and Live statuses have been introduced with Journey Optimizer June release, all fragments created before this release have the Draft status, even if they are used in a journey or campaign. If you make any change to these fragments, you need to publish them to make them Live and propagate the changes to the associated campaigns and journeys. You also need to create a new journey/campaign version and publish it. Publishing requires the Publish Fragment user permission.

Edit a fragment edit-fragments

To edit a fragment, follow the steps below.

  1. Click the desired fragment from the Fragments list. The fragment properties screen opens with a preview of its content.

  2. You can check the list of journeys, campaigns and content templates where the fragment is currently being used. To do so, select the Explore references option from the More action button. Learn more

  3. If the fragment being edited has the Live status, click the Modify button to create a draft version of the fragment. Click Confirm.

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    NOTE
    The current version of the fragment will continue to be live, until you publish the new updated version.

  4. Make the desired changes to the fragment details if needed.

  5. To modify the fragment’s content, click the Edit button and update your content as you would do when creating a fragment from scratch. Learn how to create a fragment

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    NOTE
    When editing a published fragment, you can remove any personalization field, but you cannot add new ones to the fragment content. If you want to add personalized attributes, you must duplicate the fragment. Learn more

  6. Once your changes are ready, save them and click the Publish button to make your modifications live. Learn more

When you edit a fragment, the changes are automatically propagated to all contents using that fragment, including live journeys and campaigns - except for contents where you have broken inheritance from the original fragment.

NOTE
Learn how to break inheritance in the Add visual fragments to your emails and Leverage expression fragments sections.

Add new attributes to a live fragment adding-new-attributes

WARNING
Adding new personalized attributes to a live fragment is not supported.

Once a fragment is published, the set of personalized or contextual attributes is locked for all campaigns and journeys that reference it.

To incorporate additional attributes to a live fragment, follow the steps below.

  1. Duplicate the existing fragment using the More actions button.

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  2. Select the duplicated fragment to open it and click the Edit button.

  3. Add the new desired attributes to the duplicated fragment, such as personalization fields.

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  4. Save your changes and publish the new fragment. Learn how

  5. Update any campaigns or journeys to reference the updated fragment where the new attributes were added.

Explore references explore-references

You can display the list of the journeys, campaigns and content templates that are currently using a fragment. To do so, select Explore references from the More actions menu either in the fragment list or in the fragment properties screen.

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Select a tab to toggle between journeys, campaigns, templates and fragments. You can see their status and click a name to be redirected to the corresponding item where the fragment is referenced.

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NOTE
If the fragment is used in a journey, campaign or template that has a label preventing you from accessing it, you will see an alert message on top of the selected tab. Learn more on Object Level Access Control (OLAC)

Archive fragments archive-fragments

You can clean the fragment list from the items that are no longer relevant to your brand.

To do so, click the More actions button next to the desired fragment and select Archive. It will disappear from the fragment list, which prevents users from using it in future emails or templates.

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NOTE
If you archive a fragment that is used in a content, that content will not be affected.

To unarchive a fragment, filter on the Archived items and select Unarchive from the More actions menu. It is now again accessible from the fragment list, and can be used in any email or template.

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Export fragments to another sandbox export

Journey Optimizer allows you to copy a fragment from one sandbox to another. For example, you can copy a fragment from your Stage sandbox environment to your Production sandbox.

The copy process is carried via a package export and import between the source and target sandboxes. Detailed information on how to export objects and import them into a target sandbox are available in this section: Copy objects to another sandbox.

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