importing lists and templates

[brianh9716]

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?

[Caitlin_M · Accepted solution]

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.