Use the Bulk Edit tool with contacts

The Bulk Edit tool lets you modify multiple contacts simultaneously, rather than editing each one individually.

With the Bulk Editor, you can:

• Add and remove tags
• Subscribe and unsubscribe contacts from lists
• Add or remove contacts from automations
• Update fields (Phone, Organization, and any custom fields you've created)

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Update multiple contacts with the Bulk Editor

Note: Any changes made to contacts with the Bulk Editor cannot be canceled or undone.

To update multiple contacts with the Bulk Editor:

1. Click Contacts located on the left menu.
2. Click the checkbox next to each contact you wish to edit. Note that you can click "Edit All" to select all contacts.
3. After selecting the contacts you wish to edit, click the "Edit" button.
4. The Bulk Edit tool will open. Under the "Actions" box, click the bulk edit option you wish to use.
5. After selecting an edit option, a dropdown menu with a search bar will appear. You can either search for the item you wish to update, or you can select it from the dropdown list. For example, you can select a tag, a list, or automation.
6. Confirm the action by clicking the "Apply" button.
7. Click the "Apply Changes" button.
8. Another confirmation message will appear letting you know that the selected contacts will be edited. Click "OK" to close the window

Depending on the number of contacts being edited, it may take a few minutes for the edits to finish processing. You can continue working in your account while this process completes.

Using the Bulk Editor with Advanced Search

Advanced Search and Bulk Editor are two tools that you'll often use together. With Advanced Search, you are able to find very specific groups of contacts. Once you've found the group of contacts you want to edit, click “Edit All” to display the bulk editor and apply the desired changes to those contacts.

Use case example: Apply a tag to a group of contacts

1. Click Contacts located on the left menu.
2. Click the checkbox next to each contact you wish to edit. Note that you can click "Edit All" to select all contacts.
3. Click the "Edit" button.
4. The Bulk Edit tool will open. Select the edit option you wish to use from the right pane.
5. A dropdown menu with a search bar will appear. You can either search for the item you wish to update or select it from the dropdown. For example, you can select a tag, a list, or automation.
6. When the Bulk Editor tool opens, click the "Add a tag" option and type the tag you wish to apply, then click the "Add" button.
7. To remove a tag from the selected contacts, click the "Remove a tag" option, and type the tag you wish to remove from the contacts. Then click the "Remove" button.
8. Click the "Apply" button after you select your Actions.
9. A confirmation window will appear. Click the "Apply changes" button. Note that once you click this button, the action cannot be canceled or undone.

Your changes will begin processing immediately in the background.

Review the Contact Bulk Edit Status page

You can use the Contact Bulk Edit status page to review a log of past bulk edits and when they occurred, the status of any bulk edits currently running, and a link to contacts who were modified by a bulk edit. 

To access this page, click Contacts > Bulk Edits on the left menu.