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Transfer to Subaccount

Jimmy Britnell avatar
Written by Jimmy Britnell
Updated this week

If you use subaccounts to segment your Clearstream account into specific ministries/campuses, it may be helpful to create keywords (i.e. Text JOIN to (775) 347-7333) in your master account that automatically send subscribers to a specific subaccount.

This is ideal for creating a branch that will send specific subscribers to a subaccount while keeping the other contacts in your master account. For example, you could add a branch that sends all subscribers who requested prayer to your prayer team subaccount.​

When you're creating your workflow, scroll to the bottom and click Add Step > Transfer to Subaccount.

Once you've added this step, choose the subaccount you want to transfer subscribers to. You can optionally add them to a specific list within the subaccount and even add them to one of the subaccount's automated workflows.

Things to Note

  • When using the Add to Workflow option, subscribers will receive the first text in the automated workflow immediately.

  • The Transfer to Subaccount step is only available when creating a keyword in the master account.

  • When transferring subscribers to a subaccount, they will automatically be opted in to that subaccount.

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