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How to use the Update Many feature
How to use the featureThe ‘Update Many’ featureallows you to update details inbulk on contact records
How to use the featureThe update many feature only works on groups so you need to ensureyou have the group you want to upd...
How to use the featureSelect the fields you want toupdate, make sure you tickthe box on left as well as thebox on the righ...
How to use the featureCheck what is being updatedand then confirm and update
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How to Update Lots of Contacts at Once

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Transcript of "How to Update Lots of Contacts at Once"

  1. 1. How to use the Update Many feature
  2. 2. How to use the featureThe ‘Update Many’ featureallows you to update details inbulk on contact records
  3. 3. How to use the featureThe update many feature only works on groups so you need to ensureyou have the group you want to update ready before you start the update.If you wanted to update all your contacts then a quick wayto sort them into a group would be to run a custom reportwith few fields i.e. First name, Last name, Email and thenadd them to a group once it was complete.If you do not have a groupprepared then you canselect the link on the firstpage of the ‘update many’to be taken to the ‘createnew group’ page
  4. 4. How to use the featureSelect the fields you want toupdate, make sure you tickthe box on left as well as thebox on the right forcommunication preferences
  5. 5. How to use the featureCheck what is being updatedand then confirm and update
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