Suggestion / Request

0 Votes

I would like to see a contact export report - by group - that includes columns to the right of the names; one for each group in which the contact is included.  I would like then, to be able to edit the groups via the excel list, by easily deleting the "CHECKMARK" or adding it.  Once edited I would like to import the list back in to update which groups for which the person is part.  Why?

*  Currently I can only edit a contact one at a time.  24,000 contacts can take a long time.

*  Every time I upload new contacts, it seems to update the existing ones; adding them to other lists.  Many people are now on multiple lists for which I do not intend. Now people I don't intend to contact are contacted, and I've had angry customers.

*  There simply must be an easier way to edit my contacts without taking so much time.

 

Thank you.

3 Comments
Frankie_P
Moderator
Status changed to: Open Questions

Hi @J.PaigeF what kind of groups are you looking to export your contacts by? Does exporting your contacts by list and selecting to include lists as an exported detail help fit your needs? At this time being able to  update contact lists by list name through import is not an available feature, it is however a feature request we are collecting feedback on. We recommend commenting directly on its thread so your feedback for this feature can be tracked properly. The more requests a thread like this receives the higher of a priority it can be given by our Product Team. In the meantime, users will have to split their contact file up to have one file per list, and import each file separately.

 

You also mentioned only being able to edit contacts one at a time, what edits are you looking to make in bulk besides their contact lists?

J.PaigeF
Regular Participant

Hi Frankie,

 

The export part I'm good with. My problem is that somehow people end up in other lists for which I am unaware.  Messages meant for one group are then also sent to people that should not get them.  

 

I regularly import / add new contacts; some of which are already in one list or another.  I imagine that's when it happens, but then I need a way to perform a "mass" correction to be sure everyone is in their correct list.  Does that make sense?

 

For instance, I update pricing when we have price changes in our website and company system.  I first export the items, update the pricing, and then import the update.  I would like also to be able to do that in CC.  It's the IMPORT with updated information I would like to see.

J.PaigeF
Regular Participant

Thank you Frankie.  I would ask that an import feature for updated lists be in our future.  Happy Holidays!

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