The Bulk Actions feature in your Contacts/Smart Lists section is designed for efficiency, allowing you to handle multiple actions for selected contacts or even your entire contact list. Here's a step-by-step breakdown:
Step 1: Choose Your Contacts
Navigate to your contacts section.
To select specific contact records, check the appropriate box.
For a broader selection, check the box at the top to select all contacts displayed on that page. To further extend your selection to every contact, click the hyperlink which represents all contacts in Enrollio.
Step 2: Column Selection for Export
Head to the dropdown menu.
Determine and select the columns you'd like included in your export.
When dealing with phone data, it's crucial to check both the "Phone" and "Additional Phones" options. This ensures comprehensive management of all associated numbers.
Step 3: Choose Your Action
Depending on your goal, click either the “Export Contacts” or the “Import Contacts” icon.
If you opt for exporting, the system will quickly create a .csv file of your chosen contact records from Enrollio, which will automatically download.
For those interested in importing, you can start this process using the bulk action icon. If you need a more detailed breakdown, our “How to Import Contacts” tutorial has you covered.
Additional Notes:
If the import and export options aren't visible, it might be a permissions issue. Kindly reach out to your account admin for clarity.
Every contact record intended for import should have at least a phone number or an email address for a successful upload.
Enrollio is dedicated to making your contact management process as seamless as possible. The Bulk Actions feature is a testament to that commitment. For any queries or clarifications, our support team is always ready to assist.