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Act-On Software

Copying the Contents of an Existing List

AUDIENCE: Administrators, Marketing Users
OBJECTIVES:

 

You can create a new marketing list in Act-On using a variety of methods. Sometimes a user will need to create a replica of an existing list or segment, and create a new marketing list from it.

Typically, this may be done if a user needs to test the contents without affecting the existing list or segment.

Follow the steps below to create a new list based on records from an existing list or segment:

  • Click Contacts, and click Marketing Lists.
  • Click New.
  • On the Create New List page, enter a name for the new list, and select the destination folder of where you would like it to be stored.
  • In the drop-down for Set Up New List Contents, select Copy the contents of an existing list or segment.
  • Click Import From to select the list or segment that contains the records you want your new list to start with.
  • To move the records (rather than simply copying them), enable the Remove source records option.
  • Click Next
  • In the next page, you 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.
  • Click Finish.
  • Click Done to return to the Marketing Lists page.

 

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