With Act-On, you can create new marketing lists in a variety of ways. This includes copying one of your existing lists to make a new one. Using this method, you can copy an existing list's structure or base your new list on an existing list's records and segments.

Why should I copy an existing list?

When copying an existing list to make a new one, you can either copy the contents of an existing list or copy the structure of an existing list. Copying the contents of an existing list allows you to import contact records from the original list to the new list. Copying the structure of an existing list will bring over the original list columns in your new list.

You may want to create another copy of an existing list to test its contents or records without affecting the original list or list segments. Copying the structure of an existing list makes it easy to keep your list columns consistent across Act-On. It's up to you and your marketing team to decide which of these two methods is best for you.

Once you've made a new list copy, you can append records into it or set up form(s) to automatically push form submissions to the new list. The new list will serve as an entirely separate marketing list.

Follow the steps below to create a new list by copying an existing marketing list.

Instructions

Copy the contents of an existing list

1. Click Contacts > Marketing Lists > New
2. On the Create New List page, enter a name for your new list
3. Select a Folder to contain your new list 
4. In the drop-down menu for Set Up New List Contents, select Copy the contents of an existing list or segment
5. Click Import From to select the list or segment that contains the records you want to include in your new list
   • To move the records (rather than copying them), check the Remove source records option
6. Click Next
7. On the next page, you'll have the option to:
   • Rename the uploaded list fields to match the standard field names you've defined in Act-On
     or
   • Use the field names contained in your uploaded list
8. Click Finish
9. Click Done to return to the Marketing Lists page
   
   

Copy the structure of an existing list

1. Click Contacts > Marketing Lists > New
2. On the Create New List page, enter a name for your new list
3. Select a Folder to contain your new list 
4. In the drop-down menu for Set Up New List Contents, select Copy the structure of an existing list
5. Click Import From to select the list that contains the columns you want your new list to contain
6. Click Next