How To Move Contacts to a New List

This tutorial will teach you how to move contacts from one list to another list using an Automation. 

Please Note

This process only works for moving new contacts that come in after the automation is activated. If you'd like to move existing contacts they will need to be moved manually, using an export and import.


Before Getting Started

Before you can move contacts within your account, please be sure you have a source list and a destination list created. 

Once both lists are created, you can move on to setting up your automation!


Move Contacts to a New List

  1. Navigate to Automations New Automation and select Start from Scratch
  2. Click to add a trigger, and choose Subscribes to a list
  3. Select the source list that includes the contacts you'd like to move (in our example, List 1) and click Done
  4. Next, build out your automation with actions, emails, tags, and anything else you might need
    Please Note

    One great reason to move contacts via an automation is to filter out contacts who have engaged with your emails vs those who have not. This can be done using conditional split

  5. Once you have your automation funnel built, select the conditional split option from the actions toolbar.
  6. You will be able to set the rules for what you want the conditional split to look like. This example will check if the subscribe opened any campaign in the automation. 

  7. Once you have the conditional split set up, add the Update Contact Property.
  8. Click on Subscribe to list
  9. Select the destination list that you'd like contacts to move to and click Done. Repeat steps 7-9 to fill out both sides of the conditional split. 

If you'd like these contacts to remain on both lists, there's nothing else for you to do here. 

Once you activate your automation funnel, any new contacts that subscribe to List 1 will also be added to List 2!

If you'd like to unsubscribe contacts from your source list once they join your destination list, please continue on to the section below for next steps.


Next Steps

After you've added your Subscribe to list action, here's how to unsubscribe contacts from your source list once they join your destination list:

  1.  Click the + and under Actions, select Update Contact Property
  2. Choose Unsubscribe from List
  3. Select your source list from the dropdown and click Done
  4. Click Save Automation
  5. Toggle the automation status to Active

And you're all set! Any new contacts will be added to List 2 and unsubscribed from List 1!

Please Note

The unsubscribe action if it is unsubscribing the user from the trigger list (List 1) will end the automation. Any action you place after the subscribe action will not happen since the user is unsubscribed from the trigger list.


TL;DR

Move from source to destination list (stay on both): Automation → New Automation → Start from Scratch → Subscribes to a list → Select source list → Done → Update Contact Property → Subscribe to List → select destination list → Done → Active

Move from source to destination list (unsubscribe from source): Automation → New Automation → Start from Scratch → Subscribes to a list → Select source list → Done → Update Contact Property → Subscribe to List → select destination list → Done → Update Contact Property → Unsubscribe from List → select source list → Done → Save Automation → Active

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