Bulk editing lets you change a field for many contacts in one step, instead of opening each contact profile. You can either replace a field's value with a new one, or clear the field so it is left empty.
Here are a few examples of when this is useful:
Several contacts have moved to the same organization, so you want to update their Organization field together.
A custom field holds outdated information, such as last year's dietary requirements, and you want to clear it for everyone.
You imported a batch of contacts with a typo in one field and want to correct it in one step.
Before You Start
Bulk edits cannot be undone, so it is worth checking a few things first:
Filter your contacts first. Use filters or search in the Contacts view to narrow the list down to exactly the contacts you want to change.
Test on a small group. If you're unsure how a change will look, try it on two or three contacts before updating a large selection.
Export a backup if needed. If you might need the original values later, export your contacts before making the change.
How to Bulk Edit Contact Fields
1) Navigate to the 'Contacts' tab in zkipster Audience.
2) Tick the box next to each contact you want to update. To select every contact in the current view, tick the box at the top of the list.
3) Click the 'Actions' dropdown menu and select 'Edit field'.
4) Choose the Contact field you want to update from the Contact Field dropdown menu.
5) Choose what you want to do with the field:
Replace value overwrites the current value with the one you enter in the Value field for all selected contacts.
If you chose 'Replace value', enter the new value.
Clear value removes the current value from the field, leaving it empty for all selected contacts.
6) To update multiple fields at once in the same bulk edit, click Add Field to add additional fields to your bulk update. Click the minus symbol to the right of any field to remove it from your bulk update.
7) Tick the confirmation box to acknowledge that the change cannot be undone and click Update Contacts to finalize your bulk edit.
If your contacts have been updated successfully, you will see a green confirmation in the bottom-left of your screen confirming that your contacts were changed successfully.
Please Note
Bulk edits cannot be undone. Once you click 'Update values', the previous values are replaced or removed for all selected contacts.
Contacts with no remaining data are skipped. A contact cannot be saved with all of its fields empty. If clearing a value would leave a contact with no data at all, that contact will not be updated.
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