How to Copy a List

From the Copy List interface, you can create a duplicate of any list from the “My List” page.  Copies of lists are useful for temporary use such as a special announcement or creating a copy to assign to another user of the system.   Note: the copy function only copies the contacts within the list; it does not copy to message from the original list used to make the copy.

1. Check the box next to the list you'd like to copy

2. Click on the Select an Action menu

3. Select Copy a list

4. Give your list copy a name

  • Keep Linked to Source List - By default, this option is selected.  This keeps the copy list linked (synchronized) to the master list from which it was created.  As the master list updates, this option automatically updates the subset with the newest information from the master list.

5. Click OK

Special Notes:

  • Once a copy list is created, the link can not be adjusted.  If adjustments need to be made to the copy list, then delete the copy list from the “My Lists” page (do not delete the master list) and then re-create the copy list.
  • Manual changes to the copy list will be over-written as the master list updates.
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