Comprehensive Bulk Actions

• Remove a Field: Easily strip out outdated or incorrect information from multiple contacts. For example, if several contacts have an old job title that needs to be removed, you can do this in one go.
• Replace a Field: Update incorrect data with the correct values across numerous records. Imagine you need to correct the company name for a list of contacts—this feature allows you to replace the old value with the new one across all selected contacts.
• Add/Set Field Value: Quickly insert new or updated information into your contact records. For instance, if you’re launching a new product and need to add a specific tag or status to a segment of your contacts, this function makes it easy to do so in bulk.
• Set Primary Value: efficiently update contact records by programmatically inserting or modifying primary field values across large datasets. This functionality streamlines the process of applying bulk updates, such as adding tags or adjusting status fields, facilitating precise contact segmentation for targeted marketing initiatives or product launches.

By combining these elements, Nimble’s bulk editing feature provides a powerful tool to keep your contact data current, accurate, and well-organized, streamlining your workflow and enhancing your productivity.

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Bringing Flexibility to Your Fingertips with Find & Replace

Our bulk editing feature is as versatile as your needs. Here’s how it works:

Find Values:

The Find Value component allows you to specify the criteria for identifying the contacts you want to update. You can:

• Match Specific Values: Target contacts with a specific value in a field. For example, if you want to update the status of contacts who are currently marked as “Prospects.”
• Match Universally: Apply changes to all contacts in the selected segment, regardless of the current value.
• Add/Replace Values Directly: Insert new values or replace existing ones without needing a match. This is useful for adding information to empty fields or updating all records with a common value.

Replace Values:

The Replace Value component provides several options for updating your data:

• Set New Values: Directly assign a new value to the matched fields. For instance, set a new status for all selected contacts.
• Regular Expressions: Use regex for precise text replacements. This is ideal for correcting common typos or formatting errors across many records.
• Apply Modifiers: Change specific attributes of a field, such as setting a primary email address.
• Delete Values: Remove outdated or incorrect information from the fields.

Think of it like a powerful search-and-replace tool but tailored specifically for your contact database.

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When to Use Bulk Editing

Let’s explore a few scenarios where bulk editing can save you valuable time.

Setting New Values

Imagine your marketing team is gearing up for an upcoming event and needs to assign a “VIP” rating to a select group of top clients. Instead of manually updating each contact record, you can streamline the process using Nimble’s bulk editing feature. Simply select the relevant contacts, choose the “rating” field, and set the value to “VIP.” This ensures all your top clients are marked appropriately in one swift action, saving you time and ensuring consistency.

Removing Field Values

Consider a situation where your HR department has recently promoted a group of interns to full-time positions. To reflect this change accurately in your CRM, the “Intern” title needs to be removed from their contact records. With Nimble’s bulk editing, this task is effortless. Select the “employment title” field, search for contacts with the title “Intern,” and delete it. This bulk operation quickly updates all relevant records, keeping your contact information current.

Replacing Values

Let’s say there’s a common typo in your contact records, where the job title “Engineer” is misspelled and needs correction to “Engineer.” Using the replace function with a regular expression, you can efficiently update all instances of the typo across your database. This not only corrects the error in one go but also ensures that all contact records maintain a professional and accurate representation.

Changing Modifiers

Suppose you need to designate the primary email for contacts using a specific domain, such as “@xyz.com.” Instead of manually checking and updating each contact, Nimble’s bulk editing feature simplifies the process. Identify emails containing “@xyz.com” and set them as the primary contact email. This targeted update ensures that the most relevant contact information is prominently displayed, enhancing your communication efficiency.

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Get Started with Nimble’s Bulk Editing Feature!

For more information on using Nimble’s Bulk Editing feature, we encourage you to check out this support article, crafted by our expert Customer Success team!

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What’s Next For Nimble?

Stay tuned for the latest updates from Nimble! 

We’re excited to roll out new features such as Templates for Email Sequences and Group Message Scheduling soon. These updates aim to elevate Nimble’s capabilities as a complete marketing automation and campaign management solution. Prepare for an even more robust and streamlined experience in handling your campaigns with Nimble! Stay informed about our latest updates by visiting our Product Updates Blog.