importing lists and templates
I am transitioning from one organization to another and want to bring my contacts and my templates with me. The organization is fine with it, and we are partners, but I want to get the contacts and templates before closing my account with them. Is there an easy way to do that?
1 reply
Best reply by Caitlin M
HI @brianh9716. You can export contacts from the original account and import the contact file into the new account. Templates cannot be transferred but can be downloaded as PDFs. However, they are not automatically recreated. We offer a service where we can copy the campaign and bring it over for you. There is a fee of $49 per template. If you would like to take advantage of this service, please contact our support team.
Quick Links
We're here to help!
Ask A Trainer
Looking for marketing assistance? Ask your questions & receive immediate guidance from our team of professionals Monday through Friday.
