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Syncing Settings and Emails Across Environments

Learn how to sync settings and standard emails between your staging and production environments. 

Overview

The Environment Sync Feature gives mentorship admins a fast, reliable way to keep settings and standard email templates consistent across your staging and production environments. You can now sync changes in either direction - from staging to production, or from production to staging - directly from your admin portal.

What Can be Synced

The following content types are supported by the sync feature:

  • Settings: Syncing settings transfers your program configurations between environments, including program information, dates, sign-up, matching, engagement, and email / notification settings. 

  • Standard Email Templates: All emails under standard email templates can be synced between environments. Any changes to subject lines, body content or formatting will be carried across. 

Sync Directions

You can sync in either direction, depending on your workflow:

  • Staging ➝ Production: Push tested changes live. You must be logged into your staging environment to initiate this sync. Use this when you’ve updated configurations or content in staging and are ready to promote them to production.

  • Production ➝ Staging: Copy the current live state into staging. You must be in your production environment to initate this sync. Use this to refresh your staging environment or to start testing against your current production setup.

⚠️ Important - Syncing to Production 

Syncing from staging to production will overwrite the selected content in your live environment. Always review what is being synced before confirming. This action cannot be reversed. 

How to Use Environment Sync

Follow these steps to perform a sync:

  1. Ensure you are logged into the correct environment. To sync to production, you must be in staging. To sync to staging, you must be in production.

  2. From the Admin Dashboard, select the program you want to sync.

  3. In the left navigation menu, choose the content type you want to sync: Settings or Email Templates. 

  4. Click the Sync button.

  5. Select the specific information you want to sync. You will only be able to select items that are currently out of sync.

  6. Confirm the sync.

  7. Once complete, a confirmation message will indicate that the sync was successful.