How do I distribute a policy to connected accounts?

Distribute one policy

1. Go to Policies and open the policy.

2. Click the Connect tab.

   You'll see every connected account, with its Distribution mode, Deployed version, and last Distribution result.

3. Set the Default distribution mode. Choose Auto Deploy if every account you connect from now on should get this policy, or Don't distribute if not. This doesn't change accounts that are already connected.

4. Select the checkboxes for the connected accounts you want to change.

5. In the bar that appears, choose Auto Deploy in the mode picker and click Apply.

   The Distribution column shows Distributing, then Distributed once the policy is in place.

[SCREENSHOT: a policy's Connect tab with two accounts selected and the bulk bar showing the mode picker, Apply, Deploy now, Recall, and Remove distribution]

With Auto Deploy, every change you publish to the policy reaches those accounts automatically. The policy's task actions go with it.

The same bar has three one-time actions:

• Deploy now: sends your current published version immediately and overwrites any edits the account made. The mode doesn't change.

• Remove distribution: stops sending updates. The account keeps the policy and its task actions, and can edit them from then on.

• Recall: withdraws the policy and its task actions from the account. Future placements no longer match it.

To see every policy's setup at a glance, open the Connect tab on the Policies list.

Distribute several policies at once

6. Click Bulk connect in the sidebar and open the Policies tab.

7. Under Select policies, check each policy to include.

8. Under Select accounts, check each connected account to include.

9. Under Choose action, pick Set distribution mode, Deploy now, Remove distribution, or Recall.

   With Set distribution mode, the picker starts on Each policy’s default, which connects each selected account at that policy's own default and leaves accounts that are already connected alone.

10. Check the impact line, then click the button at the bottom to apply.

What the connected account can do

A policy on Auto Deploy shows This policy is managed by your platform account and cannot be edited here. The account can't edit it, delete it, or copy it to the other mode.

The account can still turn it off with Disable Policy. A policy the account turned off stays off when you deploy a new version.

Verify

Go to Connected Accounts, open an account, and click its Policies tab. Each policy you distributed shows its Distribution mode, the Deployed version, and Distributed in the Distribution column.

To confirm it works end to end, click Impersonate Account and create a test placement that matches the policy's rules. The forms the policy assigns appear on the placement.

If something didn't land:

• The result is Failed. Click View activity on that row to see the error, then Retry. A common one is A task action this policy uses has no published version. The Failed Distribution tab on Connected Accounts lists every failure from the last 14 days.

• The placement is missing a form. The policy reached the account, but the form didn't. Distribute the form to that account.

• A new account didn't get the policy. The default only applies to accounts connected after you set it. Apply the mode to that account directly.

Policy Distribution strategies are no longer in the sidebar. Each policy's Connect tab is now the place to see which accounts receive it.

Related

• 📄 Understanding distribution to connected accounts

• 📄 How do I distribute a form to connected accounts?

• 📄 How do I distribute an automation to connected accounts?

• 📄 Understanding policies

• 📄 How do I build a policy?