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How to Merge Mailing Lists

Helen Brahms avatar
Written by Helen Brahms
Updated over 3 years ago
  1. Go to Mailing Lists

  2. Click on Select Mailing and select the one of the lists you want to merge

  3. Click on Manage List next to the dropdown

  4. Click on List Settings

  5. Uncheck the box and click Update Settings

  6. Repeat steps 2-4 until all lists to be merged have been switched to Groups

  7. Click on Contacts in Navigation Bar

  8. Click the dropdown menu and click the name of the primary Mailing list the others will be merged into.

  9. Click on Manage Group

  10. Rename the List with a new name to easier ID the primary list

  11. Click the Dropdown and select the secondary group to be merged into the primary group

  12. On the right change the number viewed to the highest number available above the total number of people in the group.

  13. Click on the checkbox to the left of Last Name column heading

  14. Click on Assign to Group

  15. In the pop up window click the dropdown and select the Primary Group Name

  16. Follow onscreen instructions

  17. Click on the dropdown menu and return to the secondary group

  18. Select all contacts and REMOVE from Group

  19. Once contacts removed from the Secondary Group click on Manage Group and select Delete

  20. Follow onscreen instructions

  21. Click the dropdown menu and go to Primary Group

  22. Click Manage Group

  23. Click Group Settings

  24. Check the Box at the top

  25. Save Update

  26. Merge List is now under Mailing List again.

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