A healthcare company imports its patient portal registrations at the parent level business unit (BU).
The marketing team would like to ensure individual office locations have access to this data without giving access to the parent level BU.
What should the marketing team do in Automation Studio to ensure data is available at the child BU level?

Question

A healthcare company imports its patient portal registrations at the parent level business unit (BU).

The marketing team would like to ensure individual office locations have access to this data without giving access to the parent level BU.

What should the marketing team do in Automation Studio to ensure data is available at the child BU level?

Nicklas Magnusson · Accepted Answer

After the file import, use the filter activity to populate shared data extensions that are available to child BUs.

Nicklas Magnusson · Answer

After the file import, use the transfer file activity to move data into data extensions in child BUS.

Nicklas Magnusson · Answer

Create automations that import the data directly into the child BUs to bypass the parent level BU.

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