Bulk Editor

The Bulk Editor allows you to modify multiple contacts at once rather than one contact at a time.

You can:

  • Add and remove tags
  • Subscribe and unsubscribe contacts from lists
  • Add or remove contacts from automations

You might use the Bulk Editor to tag contacts who visited a product page of your website or add contacts to a follow-up automation after they clicked a certain link in an email campaign you sent so they can receive targeted follow-up. 

Using the Bulk Editor:

Navigate to the Contact Overview page by clicking “Contacts” in the top menu.

Select the contacts you want to modify by clicking the checkbox next to their name.

When you have all the contacts you want to modify selected, click “Edit” to display the Bulk Editor:

Select an edit option by clicking it in the right sidebar:

A dropdown menu with a search bar will appear. Either do a search or select the item from the list that appears.

Note that you can perform multiple edits by adding additional edit actions.

When you have all the edits you'd like to make, click “Apply changes.” You'll be redirected to a confirmation page and your edits will begin processing. Depending on the amount of contacts being edited, it may take a few minutes for the edits to finish processing. You can close the modal and continue working in your account; the edits will finish in the background as you work. 

Using the Bulk Editor with advanced search:

Advanced search and the Bulk Editor are two tools that you'll use together often. With advanced search you are able to find very specific groups of contacts. Once you've found the group of contacts you want to modify, simply click “Edit All” to display the bulk editor.