Q: MOVING CAMPAIGNS & LISTS
Is it possible to move a campaign including everything related to it (automations, lead lists, stats, etc.) from one team to another team? Here's why this could be relevant: I usually set up client campaign in our agency license/team, but don't give clients access to GetSales. If a client later demands shared access to GetSales in order to approval processes etc., I would move everything to a dedicated team/license. Is this possible?
creator_jack
Nov 24, 2024A: Hello, and thank you for your question!
Unfortunately, it’s not currently possible to move an entire campaign, including all related entities (automations, lead lists, stats, etc.), from one team to another due to the complexity and volume of data involved.
However, you can move contacts by exporting them to a CSV file and uploading them to another team. Additionally, we’re working on a "copy automation" feature that will soon allow you to duplicate automation nodes in another team. Though, it won’t include all related activities and stats.