Update contacts with bulk actions

Easily update multiple contacts at once using bulk actions.

Navigate to Contacts

• Open the Contacts section and choose either People or Organisations

Apply Filters (Optional)

• Use the Group or Segment filters to narrow down the list of contacts.

Select Contacts

• Click the checkboxes next to the contacts you want to update.
• To select all contacts that match your filters, click the checkbox in the header row.

Perform Bulk Actions

• Once you’ve selected one or more contacts, a bulk Action button will appear above the list.
• Click it to apply changes to all selected contacts, such as:
  • Adding or removing them from a Group
  • Updating their Communication Preferences

Tips for Success

• Double-check your filters before selecting all contacts to ensure accuracy.
• Use bulk actions carefully, as changes affect all selected contacts.