Bulk edit your contacts


Bulk edit 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 contacts to a list
  • Remove contacts from a list

*You can bulk add a note to contacts using the API

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

  • carldtaylor

    Love it Jason, thanks

  • 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

  • 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.

      • Ryan

        Jason, we have several people on the team who did not complete their tasks and there are over 500 outdated tasks. It’s clogging up a lot of new stuff, how can we mass remove these or deal with this rather spending 500+ minutes to delete the tasks?

        • Brian Gladu

          Hi Ryan, if you go to the Manage Tasks page, you should be able to filter to the tasks you want to delete and use the checkbox at the top to select all, then the button to delete.

          Here’s where to find the manage tasks page: http://screen.ac/1f0j0s2H0y1w

  • Pooja

    Is it possible to add deals to the contacts collectively?

    • 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?

    • 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!

  • “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.

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


  • 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

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

  • 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.

      • 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

  • 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.

      • Felix

        OK, have done so, thanks.

  • Christy Raju


    I’am new to Active Campaign API. Currently am adding contacts to AC using ‘contacts_sync’. But in our system user have the option to edit their email address. Since ‘contacts_sync’ updates contacts using email address is there a way to update contacts in AC including email using ‘contact id’?

    I tried the ‘contact_edit’ but it also require ‘id’ & ‘email’ mandatory.

    Simply what i want is ‘contact_sync’ functionality using ‘contact id’ instead of ‘email’. Is there a work around for this? Feedback/help are very much appreciated.

    Thanks you,

    • Hey @christyraju:disqus,

      Unfortunately that is not possible right now. We are working on v3 of our API that should remedy this and many other issues. The current solution is to add a new contact via API and delete the old one.

  • Stav Levi

    Hi, how can i do bulk editing via the API?