Teams: Copy a contact list to a subaccount/workspace

Easily copy one or more contact lists into the managed subaccount/workspace of your choosing

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

Our contact copy feature allows a primary/hub account to easily copy one or more contact lists into the managed subaccounts/workspaces 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 subaccount/workspace.

Copy one or more contact lists from a primary/hub account to subaccounts/workspace

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 primary/hub account into subaccounts/workspaces. You can also copy a campaign from a subaccount/workspace to other subaccounts/workspaces.

Copy one or more contact lists from a primary/hub account to subaccounts/workspaces

Below, see instructions for both Partner accounts and Teams accounts.

For Partner Accounts:

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 Next. 
   
   
   
   
7. Check the box to confirm you have email marketing consent.
8. Click Copy to subaccounts. 
   
   
   
   

For Teams Accounts:

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 Lists button.
   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 workspaces.
   
   
   
   
4. Select the workspace you want to copy the list(s) into. Teams customers with a nested workspace structure can copy the list(s) into any workspace within the structure.
   Note: You can only copy contact lists into one managed account on Single Bill.
5. Click Next.
   
   
   
   
6. Review the selected lists and workspace for accuracy and then click Next.
   
   
   
   
7. Check the box to confirm that you have email marketing consent.
8. Click Copy to workspaces.
   
   
   
   

Check the status of copied lists

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

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/workspace, 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?