Migrating content to a new CC account

KCLL
Occasional Participant

Our non-profit arm is considering creating its own CC account.  We would like to migrate both contacts and other content to that when/if it gets created.  We know we can migrate emails.  Is there a way for us to migrate other content as well?

3 REPLIES 3
William_A
Moderator

Hello @KCLL ,

 

So this will be kinda messy any way you try to do it. If your non-profit is the new account, you'll be able to at least get the contacts and some of the original templates moved over. However, absolutely none of the campaign reporting, engagement, sending history, etc. will appear in the new account. There simply isn't a way to migrate this info over to other accounts.

 

If the NP arm has been and will continue to be the main one utilizing your current account, it may be more to your benefit to simply update all the organizational info in your current account to be for the NP arm. The new account can be for the rest of / the overall organization, but the issues mentioned above would still pertain.

 

Generally speaking, non-email campaigns may be able to be moved over, but it would still require us to manually move all that info over. If you intend to setup your main account to be a partner / affiliate type account, with children accounts beneath it, it might make it a lot simpler to copy campaigns from your current account into the new one. However, you'd need to make sure you qualify for partnership and that kind of setup to begin with. 


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William A
Community & Social Media Support
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KCLL
Occasional Participant

Thanks for the prompt response, William_A  The option you describe in Para. 2 looks workable.  KCLL is small so we really don't need parent/child accounts.  If we choose to update the current account's info to the Non-profit, how would billing be adjusted so we are charged the non-profit rate?

 

Yep, as long as you make sure to submit the non-profit paperwork while updating the rest of your account's organizational info, you should be covered on that aspect. You can submit NP status paperwork through the UI (if you're logged in as the account owner), as well as via email or physical mail. I'd recommend following along with this article and its redirect links to make sure you're submitting all the info you need for NP status, as well as tax-exemption if applicable.

 

You're also welcome to call our Billing team directly if you need to securely discuss specific numbers, or anything potentially sensitive regarding your account's billing.

 

See also:
Billing FAQ


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

Did I answer your question? If so, please mark my post as an "Accepted Solution" by clicking the Accept as Solution button in the bottom right hand corner of this post.

Anyone can be a marketer! Visit our Blog & Resources page to brush up on the latest tips and tricks.
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