How Can I Bulk Edit Contacts?

From the All Contacts section you can select contacts and bulk edit them. Bulk edit allows you to add them to a user drip campaign, set a field, add to a list, and more.

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How to Bulk Edit Contacts

  1.  Go to Contacts > All Contacts
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  2. Select a contact or group of contacts. When you make your first selection the "Bulk Edit" button will appear.
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    Alternatively, if you have a contact list, or segment of contacts you want to edit, you can select that by pressing the filter button labeled "ALL CONTACTS" shown below - and to the left of the ALL CONTACTS button is a search bar you can type a phrase into (such as part of an email address) to find contacts as well.
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  3. Once you have selected your contact(s) either by searching, selecting a list, or selecting a segment, press the BULK EDIT button.
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  4. In the popup you can now select the bulk action you want to take, and the corresponding value, list, campaign, etc. you want to do.
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    In the screenshot above we are choosing to add two contacts to a user drip campaign. 
  5. Hit SUBMIT

Note: Bulk edits are a background process and depending on the action and number of contacts being edited, this can take some time.

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