Transitioning from Marketing Lists to Act-On Contacts gives you many advantages - a single, consolidated contact list, improved organizational tools, and advanced features. The Upgrade Assistant helps you easily move your marketing automation set up to All Contacts.
Access the Upgrade Assistant
Access the Upgrade Assistant from the lightbulb at the top of your All Contacts screen:
Don't see the lightbulb? Someone in your organization may have permanently dismissed the assistant by marking your update complete. You can still access it from the menu in the upper right of the All Contacts page.
The Upgrade Assistant
The Upgrade Assistant page helps you with the following
- Import Contacts: Import from a Marketing List or .CSV file.
- Copy Segments: Copy query definitions and segment hierarchy from Marketing Lists.
- Upgrade Forms: Submit Form data directly to All Contacts.
- Upgrade Automated Programs: Use All Contacts segments as the basis of your Automated Programs.
As you complete each section, you can mark it as complete to keep track.
Finishing Up
The Upgrade Assistant helps with most tasks needed for a smooth transition. However once complete we recommend that you do the following:
- Review Marketing Lists and halt any CRM syncs. If you'll be using All Contacts now, you don't need to continue to sync your Marketing Lists.
- Review List Maintenance programs and stop any that are no longer needed. You won't need to copy contacts from one list to another or set scores on multiple lists. You may want to create new programs if you need to set a timezone on your All Contacts or set scores (only for non-CRM integrated).