Solved: Exporting CC account templates and data - Constant Contact Community

LoisK90 · ‎11-06-2023

Hi. The CC account I use needs to be closed and the contacts, historic data, and templates transferred to a different, government-owned CC account. Is that possible?

William_A · ‎11-06-2023

Hello @LoisK90 ,

No, reporting data cannot be transferred from one account to another. If you built any templates using the custom code editor, you can copy that code over to the new account's custom code editor, but otherwise templates and emails built within one account can't really be transferred over in that manner.

As far was what can be exported from the account you intend to close:

If you have other campaign types, they'll also have exporting options. Make sure to search in our Knowledge Base (also available via the Help tab of your account) for instructions on those processes, if you need them.

If you need 1:1 guidance on any of these processes, you're also welcome to call our general support so they can screenshare the Constant Contact pages during the guidance.

If you need more info on cancelling your account, make sure to check out our Community's Billing FAQ.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

View solution in original post

William_A · ‎11-06-2023

Hello @LoisK90 ,

No, reporting data cannot be transferred from one account to another. If you built any templates using the custom code editor, you can copy that code over to the new account's custom code editor, but otherwise templates and emails built within one account can't really be transferred over in that manner.

As far was what can be exported from the account you intend to close:

If you have other campaign types, they'll also have exporting options. Make sure to search in our Knowledge Base (also available via the Help tab of your account) for instructions on those processes, if you need them.

If you need 1:1 guidance on any of these processes, you're also welcome to call our general support so they can screenshare the Constant Contact pages during the guidance.

If you need more info on cancelling your account, make sure to check out our Community's Billing FAQ.

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

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