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Bulk Updates to Contact Records
Updated by Nicole Huntley
There are times when it is super convenient to be able to update selected contacts at the same time. It might be moving people into or out of a group, adding a comment or change a status for all, sending an email to a list of contacts, or even printing mailing labels for your contacts.
Update Multiple Contacts at Once
To get started, go to your Contacts Tab and run a contact search and select the contacts you would like to update by checking the box next to their name. Then click the Update Contacts button.
Here you can choose to Edit the Records or Send these Contacts to the Trash. In most cases, you will select the Edit option, as you only want to send contacts that you cannot engage with to the trash (e.g. no valid email address or phone number).
To edit the contacts, select Edit the Records and click Continue.
Select the criteria you wish to update - you can add them to a group, add them to a campaign, add a history note, remove them from a group, or update their status. When you're finished, click Update Now.
Send an Email to Bulk Contacts
You can also send an email to a filtered list of contacts; once you have your contacts selected, click the Send Email button.
Print Labels for Your Contacts
To print mailing labels for your contacts, go to your Contacts Tab and run a contact search and select the contacts you would like to update by checking the box next to their name. Then click the Print Labels button. It's really that easy!!