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How to move an existing Constant Contact account under your partnership

Article: 000044017
Updated: April 25, 2023

As a partner, you can request that an existing Constant Contact account be moved under your partnership

Exclamation Point IconImportant: Due to the launch of our new plans, customers/clients who have an existing account created before 4/17/23 that are asked to move into your partnership will be asked if they wish to be moved to our new plans. This is due to your partner account being in the new plans. The customer/client has the choice to upgrade into new plans with the new features or stay in their current plan. 
 

You may have been working with a current Constant Contact customer before you became a partner—or maybe an existing customer hired you to do their marketing for them. Or, maybe one of your clients signed up to be a customer through the Constant Contact website, rather than your partner referral link. Whatever the case, they can be moved under your partnership.

A formal, written request must be sent to partnersupport@constantcontact.com by either you or the customer. You must include the username of the account being moved, the first, last, and company name of the customer whose account is being moved, and your partner name (or your first name, last name, and email address). For existing accounts more than 60 days old, account move requests must come directly from an email address which is assigned a user role or verified on the account. Finally, there must be explicit acknowledgment from the customer consenting to their account being moved under your partnership.

  • Account move requests may include current customers or trialers, expired trialers, and canceled customers.
  • All accounts will be moved under the partnership as partner referred. It’s your responsibility to re-categorize as managed through your Accounts tab (if desired).
  • Account move requests submitted through auto-generated emails or online forms will not be accepted.


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