Managing contacts across multiple sub-accounts can be a daunting task, but the ability to copy contacts between them is a premium feature designed to simplify data management and enhance workflow efficiency. This guide will walk you through the process, from enabling premium actions to setting up and troubleshooting your automation.

Enabling Premium Actions #

Before you can start copying contacts, you’ll need to ensure that premium actions are enabled in your agency settings. Here’s how:

Navigate to your Agency Settings from the main dashboard. Within the settings menu, find the section labeled LC – Premium Triggers and Actions. Use the toggle to enable premium actions and save your changes. A refresh might be required for the changes to take effect.

Setting Up the Workflow #

Within your sub-account, go to the automation section and start a new workflow. Choose a trigger for the automation, such as a Form Submission, and select the specific form.

Selecting the Copy Contact Action #

Look for the Copy Contact action under the contact heading, indicated by a golden crown symbolizing its premium status.

Configuring Action Settings #

Select the target Sub-Account where the contact will be copied. Decide whether to Add Tags to the Sub-Account, Copy Tags, and Custom Fields, and Update Contacts if they already Exist. Enabling the copy of custom fields will automatically create those fields in the target Sub-Account if they don’t exist. Click the Save Action button to continue.

Finalizing and Publishing the Workflow #

Review and finalize your automation settings. Publish the automation and Save it to activate the workflow.

Practical Example #

Imagine you have a contact form submission in one Sub-Account, and you want this contact’s information, including their custom fields and tags, to be replicated in another Sub-Account. By setting up this automation, once the form is submitted, the contact’s information will automatically appear in the designated Sub-Account, streamlining your data management process.

Copying contacts between Sub-Accounts is a game-changer for agencies and businesses managing multiple accounts. By following this guide, you can ensure a smooth and efficient data transfer process, saving time and reducing manual effort. With this feature, you’ll be well-equipped to handle your contact management needs with ease.

Troubleshooting Tips #

• Ensure Premium Actions are Enabled: If the copy contact action is not visible, double-check that premium actions are enabled in your Agency settings.
• Check Automation Triggers: If contacts are not being copied as expected, review the automation triggers to ensure they are correctly configured.
• Verify Custom Fields: If custom fields are not copying over, ensure that the option to copy custom fields is enabled in the action settings.

Frequently Asked Questions #

Can I copy contacts to multiple sub-accounts simultaneously? #

Currently, the action allows copying to one Sub-Account at a time. You would need to create separate automations for each target Sub-Account.

Is there a limit to how many contacts I can copy? #

While there’s no set limit, keep in mind that extensive data transfers might impact system performance. It’s advisable to monitor and manage data transfers judiciously.

Is copying contacts between Sub-Accounts a premium feature? #

Yes. It relies on the Copy Contact premium action, marked with a golden crown, which requires premium actions to be enabled in your Agency Settings.

Will copying custom fields create those fields in the target account? #

Yes. Enabling the copy of custom fields automatically creates those fields in the target Sub-Account if they don’t already exist.

What if a contact already exists in the target Sub-Account? #

You can enable the Update Contacts if they already Exist option in the action settings so existing records are updated rather than duplicated.

What trigger should I use to start the copy automation? #

Any workflow trigger works, but a common choice is a Form Submission trigger tied to a specific form so contacts copy automatically when the form is submitted.