Migrating Legacy Lists
Before we get started, we would like to suggest to all Legacy members that now is a great time to consider building new lists and doing some housekeeping. With the launch of the new app came many changes to how members can create their lists. Taking the opportunity to build new and more targeted lists will benefit your business and pump-up your marketing results. Rather than migrating batches of old lists created from the old system, we strongly recommended starting with a clean slate.
From the new app's home page, click the "Go to Lists" button; this will bring you to the new "Lists" page.
At the top right-hand corner of your screen is the "Create List" button. Select the down arrow to the right of the button and then select the "Migrate Legacy Lists" option; this will open up the "Migrate Lists" modal.
From the modal, select "Import" on the list you wish to migrate. For more extensive lists, please be patient as a lot is going on behind the scenes, and it may take a few minutes for the import to complete.
When the import is complete, the word "Import" will turn into a check. Once this happens, you can continue to the next list you want to import and repeat as needed until you have migrated all your lists. Once finished, click the "Done" button.
Important: Notice the green alert message that says, "Lists imported into the new app will no longer be available in the Legacy app." Be sure you want to migrate the list as this action is not reversible.
After hitting "Done," you will be brought back to your "Lists" page. Here, you will see your list(s) at the top of the table in your "Default Folder". We suggest you go into each list and give them a once-over to make sure everything was executed as planned.
Because the Legacy app and new app list-builder are not 100% compatible, you may find some contacts falling into an "Additional Contacts" segment. We introduced this segment to catch contacts from a Legacy list that don't match up perfectly. We did this so that you would not lose any selections you had previously made. However, some contacts might not be where they once were on the Legacy list, so it's best to do a once-over after import.
Example of Additional Contacts Segment
In House Ad Agencies
Companies like Target Brands and CheckMark Communications used to fall under Corporations. These companies now fall under Agencies.
In House Fashion
We no longer have this company type in the new app and you will now find them within the corporate company type under the Fashion, Apparel & Accessories specialty.
In House Cosmetics
We no longer have this company type in the new app and you will now find them within the corporate company type under the Cosmetics & Fragrance specialty.
In House Travel
We no longer have this company type in the new app and you will now find them within the corporate company type under the Travel & Tourism specialty.
We no longer have this company type in the new app and you will now find them within the corporate company type under the Retail specialty.
To make our database even more robust, we updated many of our existing titles. In cases where differences come up between titles, contacts may fall into an "Additional Contacts" segment mentioned above. For example, suppose you built a list of Art Directors in Magazines, and we updated a few Design Art Directors to now be Design Directors. In that case, these Design Directors are no longer part of your criteria, so they get shuffled over to the "Additional Contacts" segment. We did not remove them, but you can now decide whether to keep them on your list for future promotions or remove them.
We understand there are a lot of details around "Additional Contacts," and we worked hard to make it as straightforward and bulletproof as possible. Our recommendation is to migrate your list(s) and review them in the new system right away. If contacts end up in "Additional Contacts" and you want a better understanding of why, Get in Touch, and we will review your list and coach you through what is happening.