Can I Copy Over Personalization Field Data From Different Campaigns Types?
When moving an opportunity between campaigns with identical personalization fields, Pitchbox will copy over personalization data for matching fields.
If personalization fields are different, you will have the option to match your fields to carry over personalization data to the desired fields in the campaign you are moving to.
The "from campaign" section on the left will show dropdown lists with personalization fields that exist in the origin campaign. The "to campaign" section on the right will display existing fields in the alternate campaign.
Use the dropdowns in the from campaign section to select the fields that you want to match. You can always choose "Do not copy" for any data sets that do not need to be carried over.