Premium Feature Overview The functionality to duplicate contacts across sub-accounts is a valuable premium feature designed to streamline data management and improve workflow efficiency. To use this feature, it’s essential first to activate it in your agency settings. This functionality allows you to seamlessly transfer contact details, including tags and custom fields, ensuring a thorough migration of data. Activating the Premium Feature 1. Access Agency Settings: Start by navigating to the agency settings from your primary dashboard. 2. Find Premium Actions: Within the settings menu, locate the section titled “Premium Actions and Triggers.” 3. Enable the Feature: Toggle the switch to activate premium actions and save the changes. You may need to refresh the page for the update to take effect. Configuring the Workflow 1. Initiate a New Automation: Within your sub-account, head to the automation section to create a new workflow. 2. Set a Trigger: Choose an automation trigger, such as a form submission, and select the relevant form. 3. Add the Copy Contact Action: Look for the "Copy Contact" action, which is marked with a golden crown symbol, denoting its premium status. 4. Configure the Settings: Select Target Sub-Account: Choose the sub-account where the contact details will be copied. Include Tags and Custom Fields: Decide if tags and custom fields should be copied. If you select custom fields, they will be automatically created in the target sub-account if they don't already exist. 5. Finalize and Activate: Save your configuration and publish the automation to activate the workflow. Example Use Case Suppose a contact form submission is received in one sub-account, and you need the contact’s information, including tags and custom fields, to be replicated in another sub-account. By setting up the automation, the contact's details will be transferred automatically to the designated sub-account upon form submission, enhancing your data management efficiency. Troubleshooting Tips Verify Premium Feature Activation: If you can’t find the copy contact action, make sure that premium actions are enabled in your agency settings. Check Automation Triggers: If the contact duplication isn’t occurring as expected, review the automation triggers to ensure they are properly set. Review Custom Fields: Ensure that the option to copy custom fields is enabled in the action settings if fields are not transferring. Frequently Asked Questions Can I duplicate contacts to multiple sub-accounts at once? Currently, this feature supports copying to one sub-account at a time. To copy contacts to multiple sub-accounts, you’ll need to set up individual automations for each target sub-account. Is there a limit on the number of contacts I can copy? While there’s no explicit limit, large-scale data transfers might affect system performance. It’s recommended to manage and monitor these transfers carefully.