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).
- Go to Automation > List Maintenance.
- At the top right, click + New Program.
- 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.
- Select the segment you created above as your source & click Submit.
- 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:
- Save your program and run it.