Bulk Editing Your Contacts

Kindful offers the ability to update and edit your contacts in bulk. You can update your contacts in the following ways:

To do this, follow the steps below:

  1. Start at your contacts page and apply any applicable filters you want to use.
  2. Select one, some, or all of your contacts to expose the Action Items on the right hand vertical bar  
  3. Choose the action you want to take. The order of options will be Archive, Communication Preferences, Contact Type, and then any Custom Fields you have set up. Of note, if the selection you make requires a secondary selection (e.g. Communication Preferences, Contact Type, or Custom Fields), you will be asked the secondary identifying question. Example shows a Contact Type being selected/set                            
  4. A confirmation will appear on the screen letting you know the changes you made have begun processing. Depending on how many contacts you updated will impact how long it takes for the new values to be filterable. So please note if you update 25,000 contacts versus 250 contacts, your times may vary

 

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