Use List Maintenance to Move Data From One Field to Another

  • Updated

Need to update a field to the value in another field? A List Maintenance program can help.

Create a Source Segment

First, create a segment of contacts that need the update. For example, you may want to find contacts where "Field A" is not empty but "Field B" is empty. Here's an example:

Create a List Maintenance Program

Also see Create a List Maintenance Program (All Contacts).

  1. Go to Automation > List Maintenance.
  2. At the top right, click + New Program.
  3. Give your program a name & description. Leave it to run Manually if you will be updating data just once, or set it to run On a schedule if you want to regularly transfer data. When you have finished, click Continue.
  4. Select the segment you created above as your source & click Submit.
  5. Create your first step, a "Change Field step". Choose the field you wish to populate, and then use the personalization icon to choose the field that contains the data. For example:

  1. Save your program and run it.

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