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Moving contacts to new marketing list

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5 comments

  • Kristy Abero

    You would use a List Maintenance Program to move contacts between lists in way that can be automated so contacts are added to separate lists moving forward. 

    You would start by creating your new list. Then you would create a List Maintenace Program on this list to copy contacts from another list and select the criteria for what contacts you'd like to copy. 

    This guide goes over how to set up a List Maintenance Program: 

    https://connect.act-on.com/hc/en-us/articles/360023938913-Creating-a-List-Maintenance-Program

     

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  • Katherine Gibson

    Thank you, I'll look into this.

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  • Katherine Gibson

    Can I add form submissions to the list maintenance program or is it only marketing lists?

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  • Chris Apgar

    Hi Katherine - you can choose any list to copy from in your List Maintenance Program. This does include form submission lists, but FYI the tab for these is named "Signup Lists" from within the program editor.

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  • Katherine Gibson

    That's great, thank you

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