TAM 049: Tactical 20 – Using The ActiveCampaign Bulk Editor
Where to find and how to use the ActiveCampaign Bulk Editor
Use the bulk editor to apply changes to an entire group of contacts at once.
With the bulk editor you can:
- Add to a List
- Remove from a List
- Add to an Automation
- Remove from an Automation
- Add a Note
- Update a Field
If you would like to learn more join us in the Automation Nation private Facebook group
Links Mentioned In The Show
Barry : Hi. It's Barry Moore, back with another Tactical 20 Podcast.
Announcer: Welcome to The Active Marketer Podcast, where we talk about how to design, automate, and scale your business to the next level, using sales and marketing automation. You can find out all the tips, tactics, and techniques you need to get more customers and sell more stuff, over at theactivemarketer.com. Now, here's your host, Barry Moore.
Barry : Hi. I'm your host, Barry Moore, and this is going to be another Tactical 20 Podcast. The Tactical 20 Podcasts are all about giving you an actionable tip, technique, or tactic that you can take away and implement in your business in less than 20 minutes.
Hello listener and welcome to episode 49 this Tactical 20 tip. Getting so close to episode 50. Hope you'll join us next week for the big 5-0. In this week's tactical 20, we're going to talk about the bulk editor. Now, I'm getting a lot of questions in our private Facebook group called Automation Nation. If you haven't joined us in there yet, please go ahead and do so. Just head over to Facebook and search for Automation Nation. Click, join, let us know you heard about it on the podcast and you're in. We spend all day, every day talking about tips, tactics, techniques, that you can use with Active Campaign, and other automation tools in your business. It's a great place to hang out, or a great place to get questions answered by the collective wisdom of the group. Join us over there.
I've been seeing a lot of questions inside Automation Nation that can be solved with a feature inside of Active Campaign called the bulk editor. Now, the bulk editor's pretty cool and it's pretty powerful, and there's a couple of really good scenarios you can use it in. It's not necessarily easy to find, or intuitive to find, so a lot of people don't know it's there when they're first starting out. We're going to talk about the bulk editor today, and what it can do, and an instance or two where you might actually use it.
Inside Active Campaign there is a tool called the bulk editor. You get to that tool by going to your contacts list. If you go to your contacts list, that will show you all the contacts inside Active Campaign. On that contact screen, then you can filter your contacts on a number of different ways. You can filter by what list they're on. You can filter by what tag they might have. You can also use the advance search feature to chain filters together. You might say, “Everybody on List A who's got this tag or that tag.” Then it will come back and it will show you all the contacts that meet that specific criteria.
Once you've got those contacts filtered the way that you want, in the upper left-hand corner, you'll see a little edit button. If you click on that edit button, you'll get a little dropdown there, and it will say, “Edit all contacts on the screen.” Let's say if you've got 150 contacts that met your filtering criteria, it'll say, “Edit all 150,” or you can tick the boxes, so maybe there's 10 people there that you want to edit. You can tick those 10 boxes and you can choose, “Edit all selected.”
Let's say you want to edit all 150. You would just click, “Edit all 150.” That will actually pop up the bulk editor screen. Then, from the bulk editor screen, you can do a number of different things. You can add people to a list all at once, in bulk. You can remove people from lists, in bulk. Essentially, you can move them back and forth between this symbol. You can add a tag to those people. You can add them to an automation, or remove them all from an automation, all at once. You can even update the value of fields or custom fields that you might have for those particular contacts.
Why is this useful? Where might you use it? A good example might be, let's say you've got a bunch of customers who bought a particular product from you. Let's say they bought Product A from you. They all have a Product A tag that let's you know that they're customers of Product A. Now you've got a new product, say Product B, for example. It's complimentary to Product A, kind of goes hand-in-hand, or it's an upgrade, or it's an addition, or something that will be useful to the people who already have Product A.
Now you want to maybe run a quick flash sale to all those people who brought Product A, and tell them about Product B. You go set up your automation. It might be a series of three or four emails that have videos in there, highlighting the new features of Product B, what you can do with it, why it's so great. Then you might offer a special price. You might wait a week and send them another email to ask them why they haven't bought yet, for example.
You put together your automation, your sales automation, or your launch automation, and you want to bulk add everyone who's bought Product A into that automation, so they all get it. What you would do is you'd go to your contact screen. You would then filter by tag, Product A. Find everybody with a Product A tag then, as I said, you click on the little edit button in the upper left and you say, “Edit all contacts.” Then you would just say, “Add to automation,” and bang, all those people would be instantly added to your flash sale automation.
Maybe not instantly. It might take a minute or two for all those people to trickle across, but they'll all be added to your automation, and they'll all start receiving emails involving that automation. It's an easy way to bulk edit everybody. Or let's say you've made a mistake with a particular tag, and you need to remove that tag and add a different tag, for example. You can do that all within the bulk editor.
It's pretty cool. Maybe you want to update the value of a custom field for everyone. You've got a new custom field that you've decided to put into your list to track something. You want to get everybody with Customer A a value in that customer field, for example. That customer field, for example, you can do that within the bulk editor. The other cool thing about the bulk editor is you can actually chain a number of events together. You can say, “Take these 150 contacts, add them to this list, remove them from this list, give them this tag, add a note, and update the value of this custom field, all at once.” A pretty cool way to bulk edit a number of records all at once.
Go check it out. If you want to look at what the bulk editor looks like, or you need instructions on how to get to it, you can head over to the show notes at theactivemarketer.com/49. See you next week for episode 50.
All right. That's our Tactical 20 Podcast for this week. If you have any questions or any topics you'd like to see covered on future Tactical 20 Podcasts, you can always send me an email at Barry@theactivemarketer.com, and let us know what you'd like to see. Also, if you head over to the show notes for this episode, and just leave a comment, or leave a comment in any of the episode show notes. Tell us what you'd like to see, and we'll make sure we cover it on an upcoming episode. Get out there and design, automate, and scale your business to the next level, using sales and marketing automation. See you next week everybody.
Announcer: Thanks for listening to The Active Marketer Podcast. You can find the show notes and all the latest marketing automation news over at theactivemarketer.com.