Bulk Editing of Contacts

How can I edit multiple contacts at once?

Once you select one or more customers in the list view, you can edit them simultaneously via bulk actions.

Below is an overview of all possible actions:

Add and Remove Relationship Types

Relationship types allow you to tag your customers for further segmentation. Click here for more information on Manage Relationship Types.

Delete Contacts

Delete multiple customers at once.

Warning: This action cannot be undone!

Create Documents for Contacts

If you have documents at the contact level, you can generate them in bulk for your selection.

For example, use this to print multiple address labels at once for postal mailings.

Edit Fields for Contacts

Using the Edit Fields for Contacts action, you can modify configured custom fields. Standard fields like name, address, phone number, etc. cannot be edited in bulk.

Edit Opt-ins for Contacts

Change the opt-in status of selected customers to Opt-in, Opt-out, or Unknown. More info on managing and changing opt-in statuses is available here: Setting up and managing opt-ins and opt-in sets.

Merge Contacts

Manually merge contacts without automatic deduplication. Learn all about managing duplicates here.

These actions are only available if an integration with an external email module is configured. Want to set up a new integration? Contact support.