Overview
Bulk updating allows you to update multiple records at once directly within grid views, eliminating the need to edit records individually.
This feature is perfect for updating Custom Fields or making other field changes across multiple records simultaneously.
Key Benefits
Time Savings: Update dozens or hundreds of records in seconds instead of editing them one by one.
Consistency: Ensure uniform data updates across multiple records.
Efficiency: Streamline data management workflows for marketing campaigns, list building, and data cleanup.
Step 1: Select Multiple Records
Click the checkbox next to each record you want to update, or
Use the header checkbox to select all visible records on the page
Step 2: Update Directly from the Grid
Click on the column header for any field marked with the
blue gear iconChoose to either add or remove values from the selected records
Make your changes and select Save
You can also bulk update by:
Select the Update button
select Update Fields
select which Fields you want to update
select Update Fields.
You can bulk update Contact, Coworker, and Company records. Not all fields will be available to edit across all profile types.
Creating Custom Fields for Bulk Updates
Before you can bulk-update Custom Field values, you'll need to create the Custom Fields that meet your specific needs.
Custom Fields allow you to track information that's unique to your organization, such as:
Email marketing segments
Event attendance status
Regional targeting labels
Once your custom fields are set up, you can use bulk updating to efficiently populate them across multiple records using the steps outlined above.
Common Use Cases
Event Planning: Filter contacts by location and engagement level, then bulk-update their event status.
Geographic Targeting: Filter contacts by city, state, or region, then bulk-update custom fields to segment your audience for targeted outreach.
Contact Status Management: Quickly set multiple contacts to Private or Ignore status when managing data visibility or compliance requirements.
Data Standardization: Standardize job titles, company industries, or contact statuses across your database.
Pro Tips for Effective Bulk Updating
Filter First Strategy
Apply filters before bulk updating to target specific segments. For example:
Filter by job title (e.g., "CEO" or "Partner")
Combine with location (e.g., "Chicago")
Add interaction criteria (e.g., "Latest interaction older than 6+ months")
Example Workflow
Navigate to Contacts grid
Apply filters: "Chicago + Executive Level + No Activity in 6+ months"
Select all filtered results
Bulk-update a custom field like "Event Target: Regional Networking"
Use this segmentation for your next campaign
Best Practices
Before You Begin
Plan your custom field structure before bulk updating
Test bulk updates on a small sample first
During Updates
Review your filter criteria carefully
Double-check the number of selected records
Use descriptive custom field values for easy identification
After Updates
Verify changes were applied correctly
Update any related workflows or automations
Document your bulk update process for future reference
If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.