How to Bulk Edit and Find Duplicate Contacts

Keeping your contact list organized is essential for efficient client management. This guide covers how to use bulk editing tools to update multiple clients at once and how to clean up your database using the duplicate finder.

Bulk Editing Your Contact List

You can perform mass actions on your entire list or specific segments to save time on manual updates.

How to Apply Bulk Changes

1. View your Contact List and choose how many you wish to see on the page.

2. You can "Select All", manually check the boxes for specific individuals, or use filters.

3. Once selected, you can perform several tasks:

   1. Message: Send a bulk communication to the group.

   2. Tag: Add existing tags, create new ones, or remove tags to reorganize your segments.
      

   3. Subscriptions: Subscribe or unsubscribe multiple contacts to your newsletter.
      

   4. Export contact data by downloading or remove clients from your system by deleting them.

Note: Before finalizing, the system will show you exactly how many contacts will be affected by the change.

Cleaning Up Duplicates

The system includes a tool to find and merge duplicate entries to ensure your data remains accurate.

Finding Duplicates

The tool scans your database for repeated information, specifically looking for matching:

• Names

• Email addresses

• Phone numbers

Merging Contacts

When duplicates are found, they are displayed in groups for your review.

1. Select the accounts you wish to combine and click Review Merge.

2. Choose which contact record holds the correct information (e.g., the correct email address vs. one with a typo).

3. Be mindful that the secondary account will disappear once merged.

4. Review the resulting contact to ensure all necessary details were copied over, and make manual edits if needed.

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