moving contacts from list to list

[LynnD257]

Can we somehow move a contact from one list to another without having to delete and re-add?

[Caitlin_M · Accepted solution]

Hi @LynnD257. Yes, you can move contacts between lists. Please see our Knowledge Base article on moving contacts. 

[AmandaC509]

What about a group? I have about 50 clients that are sending fitness specials for the end of the year to FORMERS only- they don't want to have to add to the new list, remove from the old list. They know they can go to each profile individually, but that's a PTA!

[William_A]

Hello @AmandaC509 ,

As the article Caitlin links to provides, you can select multiple contacts and utilize the select-all checkbox to move multiple contacts in and out of lists at a time.

[AmandaC509]

Right, but we don't want to have to add them to a list and then remove them from that first list. I want them to just be removed once I add them to the new list. 

[William_A]

Would you want this feature request to be considered an account default you could toggle on/off in your settings, or would you want an entirely different action setup to perform both the add-to-list and remove-from-list functionalities at the same time?

[AmandaC509]

In (where my current client came from) she could select names in her list, then choose which tags they had. So if they were current, former, etc. she could easily switch back and forth with a tag.

We want to just be able to go through a contact list, click the box by their name (if they're on the wrong list) and move them with one process, not add to new list, then go back and re-click them all, remove from old list. Too many steps.

She's considering dropping CC! So this needs to be an added feature or I'll lose clients.