Transitioning from Marketing Lists to Audience Center gives you a cleaner setup and a single, consolidated contact database. The Upgrade Assistant helps you move forms, segments, and programs so you can use Audience Center as the source for all your marketing automation.
Quick Reference (Advanced Users) - Click to Expand
- The Upgrade Assistant is available from the lightbulb icon in All Contacts.
- You can copy Marketing List segments, import contacts, convert Forms, and switch programs.
- If the assistant is dismissed, access it from the menu in the upper right corner of All Contacts.
- After upgrading, pause old CRM syncs and List Maintenance programs tied to Marketing Lists.
Access the Upgrade Assistant
You can access the Upgrade Assistant from the lightbulb icon at the top of your All Contacts screen.
If you do not see the lightbulb, someone in your organization may have marked the upgrade as complete. You can still open the Upgrade Assistant from the three dot menu in the upper right of the All Contacts page.
The Upgrade Assistant
The Upgrade Assistant guides you through the main steps of moving to Audience Center:
- Import Contacts from a Marketing List or CSV file.
- Copy Segments to bring over segment definitions and hierarchy from Marketing Lists.
- Upgrade Forms to submit Form data directly to All Contacts.
- Upgrade Automated Programs to use All Contacts segments as the source.
You can mark each task as complete as you work through the upgrade.
Finishing Up
The Upgrade Assistant covers most of what you need for a smooth transition. Once finished, we recommend reviewing the items below.
- Review Marketing Lists and stop any CRM syncs that are still running. You will not need them if you plan to manage all contacts in Audience Center.
- Review List Maintenance programs and stop any that are no longer needed. You may want to create new ones for setting timezones or scores if you are not syncing with a CRM.