Partners: Copy a contact list to a target/subaccount

Easily copy one or more contact lists into the managed subaccounts of your choosing

Important: Contact copying must be enabled by a Constant Contact support agent. Please reach out to our Partner Support Team for assistance.

Our contact copy feature allows a parent account to easily copy one or more contact lists into the managed target/subaccounts of their choosing. There's no need for manual export and import, and by copying, you can ensure the accuracy of contact data within each account.

Copy one or more contact lists from a parent account to target/subaccounts

Check the status of copied lists

FAQs

Did you know? In addition to copying contact lists, you can copy campaigns and share/copy an automation path from a parent account into target/subaccounts. You can also copy a campaign from a subaccount to other subaccounts.

Copy one or more contact lists from a parent account to target/subaccounts

1. From the "My Marketing" menu on the left-hand side, click Audience > Lists and segments.
2. (Optional) Narrow your search by clicking on the List types drop-down menu and selecting the "Lists" option.
   Note: You can only copy lists - segments cannot be copied.
3. Checkmark the list(s) you'd like to copy and then click Actions > Copy to subaccounts.
   
   
   
   
4. Select the subaccount(s) you want to copy the list(s) into.
   Note: You can only copy contact lists into managed accounts on Single Bill.
5. Click Next.
   
   
   
   
6. Review the selected lists and subaccounts for accuracy and then click Copy to subaccounts.
   
   
   
   

Check the status of copied lists

The full copy job consists of an export from the parent account and import(s) into the target/subaccount(s). To check the status of a copied list, first check the export in the parent account, and then impersonate into each target/subaccount to verify the status of the import. The Export indicates that the export completed from the parent account, but it does not mean that the imports completed in each of the target/subaccounts.

Important: Please avoid importing contacts while an import job is in progress, to prevent import errors.

Check on the status of a copied list export within the contacts import/export activity log:

1. From the "My Marketing" menu on the left-hand side, click Contacts.
2. Click the three dots in the upper-right corner and then click View import/export activity.
   
   
   
   

You will see the export listed with the activity type "Export contacts", along with its current status.

To see the status of the contact list import, impersonate into a subaccount, go to the Import/Export Activity Log following the same steps outlined above, and view the import status.

FAQs

Can multiple copies run simultaneously?

No, only one copy can run at a time to prevent conflicting and inconsistent copied data.

What happens to unsubscribed contacts?

Unsubscribed contacts copy over as unsubscribed.

What about contacts in “awaiting confirmation" status?

These are considered unsubscribed and will copy over as unsubscribed.

Can I copy a segment?

No, only lists can be copied into target/subaccounts. Though you can create a segment, then add all the contacts from the segment to a list and share that list with your target/subaccount.

Do SMS contacts copy over?

Yes, but the target/subaccount cannot send SMS messages to these contacts unless they have the SMS add-on.

What happens if I copy a contact that already exists in the target account?

If the contact already exists in the target account, all fields will be updated except the contact state. For example, if the existing contact in the target account is unsubscribed and you copy a version of that contact that is marked as subscribed, the contact will remain unsubscribed. All other fields will still update normally.

Questions?