I am selling part of my business and I need to know how to start a new account and transfer the list of patients to new account, copy campaigns and cost for doing this

Pro and Max
1

I am selling part of my business and I need to know how to start a new account and transfer the list of patients to new account, copy campaigns and cost for doing this

2

Campaigns cannot be directly copied. The only ones that would have a chance of doing so might be Keap themselves.

@martinc, who would @Brad_Conder talk to for this (if there is the possibility)?

3

Hi, @Brad_Conder. If you purchased directly from a Keap salesperson, I can get you in touch with one of our consultants to help. If you purchased through one of our partners, you should contact the partner and work through them directly. Finally, if you find that you are having problems connecting with someone, just let me know.

And yes, campaigns can be copied from one app to another by our data team.