Bulk edit your contacts

When you visit your Contacts page you will see a new “Edit” option near the top left of the page.  You can filter down to a list of contacts (using search, segments, etc.. ) and bulk edit the whole result set or you can check specific contacts that you wish to edit.

Here are some of the things you can do with the new bulk edit feature:

  • Add contacts to an automation
  • Remove contacts from an automation
  • Add tags to contacts
  • Remove tags from contacts
  • Update custom fields
  • Add notes to contacts
  • Add contacts to a list
  • Remove contacts from a list

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  • http://businessofarchitecture.com/ Enoch Sears

    Awesome Jason, this is great! Thanks for listening guys and all of your hard work!

  • carldtaylor

    Love it Jason, thanks

  • http://TheLoungePad.com/ Widmaer Telisma

    Thumbs up! Being new .. I was actually looking for that feature and found it yesterday and said… Ahh there it was!!! Had no idea it was a new feature :) great job guys

  • http://www.AgentOnFire.net Rick Stone

    Jason, please create the ability to add tasks to contacts without creating a deal.

    Currently when you click on an individual contact options are: Notes, Site/Event Tracking and Deals. But no Task :(

    Example: Would like to simply click on ‘task’ and enter: Call Jason and set up a lunch meeting ect.. Then have all my non-deal tasks show up on the dashboard.

    • jvandeboom

      Ya, I can see the need for general tasks (associated with contact but not a deal) Will likely do something for that in the future.

  • Pooja

    Is it possible to add deals to the contacts collectively?

    • http://www.subism.com/ John

      Hey Pooja, No it is not but you can use Automations to create deals automatically on import or subscription.

  • Tom Poole

    Can I bulk add contacts to a pipeline and deal stage?

    • http://www.subism.com/ John

      Not directly, but you could create an automation that creates or moves deals and then bulk add contacts to that deal. I hope this helps!

  • http://www.clintonpower.com.au Clinton Power

    “When you visit your contacts page you will see a new “edit” option near the top of the page. ” this is very vague? Where exactly? A screenshot would be helpful.

    • http://www.subism.com/ John

      Hey @clintonpower:disqus I modified the post to be a little bit more specific but this also might help.


      • http://www.clintonpower.com.au Clinton Power

        Thank you!

  • http://growahealthychurch.com John Finkelde

    Is the bulk editing process only for certain plans? For the life of me I cannot find this menu

    • Brian Gladu

      Hi John —

      It’s available to everyone. Here’s a short video I created to help you find it: http://screen.ac/182u313k3v2F

      • http://growahealthychurch.com John Finkelde

        Doh!!! Well that’s easy when you know how!!! Thanks Brian

  • http://growahealthychurch.com John Finkelde

    Is there any way to bulk remove contacts from a list those who have finished an automation?

    BTW they have already been tagged and added to my Master list when they entered the auotmation

    • Brian Gladu

      Hi John —

      I would add the “Unsubscribe from list” action as the last step of the automation.

      • http://growahealthychurch.com John Finkelde

        Thanks Brian. I’ve now done that so new subscribers will be unsubscribed at the end of the automation.

        However I have people on this list who have previously finished the automation – can I bulk select them and remove them?

        • Brian Gladu

          Yes. From the contacts overview page, click into the search box. A new option will appear, “Advanced Search.” Click on that and the segment builder will appear.

          Go to “Actions” > “Completed automation” and then select the automation. Click “Search.”

          Click “Edit” “All X# contacts.” The bulk editor will appear. Select “Remove from a list,” then select the list, and you should be good to go.

          I created a video walkthrough to help you through these steps: http://screen.ac/1h0n3A1r0y2v

          • http://growahealthychurch.com John Finkelde

            Thanks Brian super helpful

  • Felix

    Removing a contact from an automation seemingly does nothing. My tests show the contact still in the automation I’m clicking and clicking to remove them from.

    • Brian Gladu

      Hi Felix! Please send an email to help@activecampaign.com with your account URL, a link to the automation, and the email address of the contact you are looking at. Our support team will investigate.