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)
Watch a video
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:
-
Click Contacts
on the left menu.
-
Locate the contacts you want to edit then click the checkbox to select them.
- Note that you can click "Edit All" to select all contacts
- You can also create a search or an advanced search for contacts to update
- Click the "Edit" button.
- The Bulk Edit tool will open. Select the bulk edit option you wish to use.
- On the next screen, click the field to search and select the item. For example, you can select a tag, a list, or automation. If you’re updating a field, you’ll need to select the field, select an action, then provide a new field value.
- Confirm the action by clicking the "Apply" button.
- Click the "Apply changes to X contacts" button.
- Another confirmation message will appear letting you know that the selected contacts are being edited. Click "Okay" 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 the Bulk Editor are tools you'll use together often. With Advanced Search, you can find very specific groups of contacts. Once you've located the group of contacts you want to edit, click “Edit All” button to display the Bulk Editor and apply the desired changes to those contacts.
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.