Tips on how to use the Bulk Edit instrument

News Author


Are you uninterested in making particular person modifications to contacts in your ActiveCampaign account? It may be a tedious course of, however fortunately, the Bulk Edit Instrument can prevent effort and time. Let’s dive into precisely what the Bulk Edit Instrument does, the best way to use it, and an instance of it in motion!

https://www.activecampaign.com/wp-content/uploads/2023/05/Bulk-Edit-Tool-1.mp4

What’s the Bulk Edit Instrument?

The Bulk Edit Instrument is a characteristic in ActiveCampaign that permits you to make modifications to a number of contacts directly. This instrument is especially helpful when it’s worthwhile to make a change to a big group of contacts, equivalent to updating their tags, subscribing contacts to an inventory, or updating a customized subject.

Tips on how to use the Bulk Edit Instrument

To make use of the Bulk Edit Instrument, you’ll want to start out by pulling a section of contacts utilizing the superior search characteristic or filter by tag and checklist. When you’ve chosen the contacts you need to make modifications to, observe these easy steps:

  1. Click on on the Edit instrument positioned on the highest left of the web page.
  2. Choose the modifications you need to make from the dropdown menu within the bulk edit portal. Click on Save.
  3. That’s it! The modifications you’ve chosen will now be utilized to all the contacts you’ve chosen.

Instance of the Bulk Edit Instrument in motion

Let’s say you’ve got a bunch of contacts that it’s worthwhile to replace with a brand new tag. With out the Bulk Edit Instrument, you would need to manually replace every contact’s tag individually, or import these contacts with the supposed tag. Who has time for that?! With the Bulk Edit Instrument, you can also make the change to all the contacts directly.

Exit mobile version