Act-On Contacts Upgrade Helper: Copy Segments

  • Updated

If you are upgrading from Marketing Lists to Act-On Contacts, the Upgrade Helper can make it easier!  The Copy Segments tool will help you copy your entire segment hierarchy from a marketing list over to All Contacts.

Act-On Contacts Upgrade Helper

Access the Upgrade Helper by clicking on the lightbulb icon on the top right of the All Contacts page.  From here, click "Start Upgrade" to access the Copy Segments option. You can also access the Upgrade Helper from the  menu in the upper right corner, even if you've dismissed it from the main screen.

Upgrade Helper Icon.jpg

Select parent

Your first step is to select what parent you want your copied segments to have. This will default to All Contacts, but you may want to choose a different All Contacts segment, such as All Leads or Contacts affiliated with Customers, or any segment you've created.

Copy Segments - Select Parent.jpg

Select segments to copy

Next, you can select the segments to copy. Here you will see your Marketing Lists. Clicking on a list will select all the segments and subsegments beneath it. You can uncheck any segments that you don't want to replicate.  

Keep in mind a few tips:

  • Selecting the marketing list will NOT copy the contacts from that list. If you need to import the contacts, use the import function instead. The copy segments process just copies the segment criteria.
  • Direct select segments can not be copied this way. Choose a query or search-based segment. To recreate a direct select segment, import it.
  • You can copy the same segments multiple times to different parents if desired. 
  • You can select and copy segments from different parents at the same time, as long as their destination in Act-On Contacts is the same parent.

Copy Segments - Select Segments.jpg

Field Matching

Many segments have criteria that use a particular field, for instance, Job Title. These fields may have different names in your All Contacts list, or may not exist there yet. Act-On will check for matching names and if any clarification is needed, you'll have the chance here to map them or add a new field to Act-On Contacts. 

Copy Segments - Field Matching.jpg

Tip: If you do add a new field and you have a CRM syncing, be sure to go to Data Management to map the CRM fields to your new field. This will ensure the field is populated with data.  

Clean Up

Before you proceed, take a moment to clean up the Marketing Lists & segments. If you won't need these anymore, you can archive the list with all its segments, or you can delete the segments. Cleaning this up will improve the performance of your system and help avoid confusion in the future about what's already been moved over to All Contacts. 

Copy Segments - Clean Up.jpg

If you're not quite ready to part with these lists and segments in the Marketing List area, that's ok too.  Choose "I don't want to do anything to these segments". You can always archive them manually later.

Review & Submit

Click the review button & you'll have one more chance to check the parent segment & the selected segments to copy. Once you submit, these segments will be created in All Contacts.

Want to see a log of the results? Click on the "Upgrade Helper" again - the Segment copy log is available from the top of the Copy Segments screen. From here, you can also undo the copy, which will delete the new segments from your All Contacts list.

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