How do I merge subscriber lists?
There is no built-in function to combine subscriber lists in your account automatically, but you can merge them manually.
If you're dealing with simple subscriber lists, for example lists that include only name and email fields, merging is easy. It can be trickier with more complex lists that include multiple custom fields and advanced segments. See our checklist on this page for help with that.
On this page:
- Merging subscriber lists (basic instructions)
- Checklist for merging complex lists
- Tips for finalizing a list merge
Before you begin
Please take note of the following advice:
- To make the instructions below easy to follow, we'll always refer to the list you're merging other lists into as the "master list." Any list being imported into the master list, we'll call a "merge list."
- For each list involved in the merge, we recommend doing a subscriber export of "All Subscribers" with all fields selected, including "Date Added."
- If you're using an existing subscriber list as your master list, and the list you're merging into it contains some of the same subscribers, read this first.
Merging subscriber lists
To merge an existing subscriber list with a master list, follow the steps below.
Note: You can create a brand new list as the master list, or choose an existing list in your account.
- Open Lists & subscribers and select the subscriber list you want to merge with the master list.
- From the list details page click export, as shown here:
- On the "Export subscribers" page:
- Select Active Subscribers from the Export menu.
- Choose CSV as the file type.
- Select which subscriber fields to download.
- Click Export Subscribers and save the .csv file to your desktop.
- Open Lists & subscribers again and select the master list.
- From the list details page click Add new subscribers then import the .csv file saved to your desktop.
- Match the merge list's file columns with the master list's subscriber fields, as shown here:
- Click Finish adding subscribers to complete the task.
After the file has been imported you'll see a file import report to notify you of any email addresses that were not imported to the master list.
To merge another list with your master list, repeat the instructions above.
Checklist for merging complex lists
The information in this section only applies if you are using an existing subscriber list as your master list. There's no advanced technical know-how required to merge complex lists, it's just a matter of looking at the type of data you intend to merge so you can plan for it to merge smoothly.
When you import the merge list to your master list (see step 6 of the instructions above) you'll be prompted to match up the list's default and custom fields.
If the merge list .csv file contains custom field data that doesn't match an existing field on the master list, you can create a new one on the spot. Use the Belongs to drop-down menu to select a new field type – text, numeric or date – then give it a field name, as shown here:
Each subscriber list can have a maximum of 50 custom fields.
Custom field types
Before the merge, look at the types of data you have in each list to see if they're going to match up. For example, let's say both the master list and merge list have a "Post Code" custom field, and the "Data Type" applied to the field on the master list is numeric.
If any "Post Code" values in the merge list contain numbers and letters, the field values will be excluded from the import, as shown is this example file import report:
Custom field values
If you choose an existing subscriber list as your master list and it includes subscribers who are also on your merge list, the field values contained in the merge list will overwrite any matching field values on the master list.
For example, let's say both the master list and merge list have a "Relationship Status" custom field and Sally Sparrow is a subscriber on both lists. Sally's status on the master list is "married", but on the merge list it's "single."
When the merge list is imported to the master list the "Relationship Status" field value will be changed to "single" and any other matching fields with different values (like Sally's surname, for example) will be updated too.
Note: Another subscriber field that will be overwritten when lists are merged is the date the subscriber joined the list. This date on the master list will be overwritten by the date on the day that you import the merge list.
Campaign history for duplicate subscribers
If you choose an existing subscriber list as your master list and the lists you merge into it contain some of the same subscribers, subscriber history for those people (opens, clicks, shares and so on) will not be transferred across to the master list.
Campaign activity for individual subscribers is recorded as a subscriber snapshot, and there's a unique snapshot for every list a subscriber is on.
Segments are created using subscriber field values so it's definitely a good idea to make sure these are working as expected after you have merged lists.
Check to see if subscribers who were part of a segment on your master list before the merge are still in the segment. Also check to see if subscribers from the merge list who should become part of a segment have been added to it.
Tips for finalizing a list merge
Now that your subscribers are neatly merged into one master list, there's a few final things worth doing to achieve total list zen.
Double-check the data
Immediately after merging lists is the best time to make sure your subscriber data has merged as expected. Here are some ways you can check:
- Compare the total number of subscribers on your master list to the number of subscribers imported from your merge list, or lists.
- Open the master list and run a few searches for subscribers that you know should be on there.
Deal with inactive merge lists
Decide what to do with the source lists now that you've made all the subscribers part of your master list. For billing purposes you may want to delete lists to reduce the number of subscribers that make up your active subscriber total.
Make sure your master list has the correct opt-in setting applied, either single opt-in or confirmed opt-in. If you need to change the setting follow these instructions.
For master lists that are set to confirmed opt-in, it's a good idea to review the content of custom welcome emails. If you have a "subscriber joins a list" journey for the master list, check that. Or, if you've customized the list's free confirmation email, review it by opening the master list and clicking Customize landing pages in the right sidebar.
New subscribers added to the master list from your merge list will not be sent a confirmation email, and importing the merge list will not trigger journeys, it's just worthwhile checking to make sure your welcome message still makes sense.
Update subscribe forms
If your inactive merge lists have subscribe forms connected to them, you'll need to make sure they are removed or replaced with an updated subscribe form that links to your master list.
Besides copy-and-paste HTML subscribe forms embedded on websites or blogs, don't forget to update hosted subscribe forms or subscribe buttons linked to merge lists, and any subscribe forms you might have hosted on other online channels.