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How to Bulk Update Contacts in MONDAi

Select multiple contacts in MONDAi and apply bulk actions: add or remove tags, change pipeline stages, assign team members, or export records.


Warning

Bulk delete is irreversible.

Always filter carefully and review your selection before confirming delete actions. Export the group first as a backup.

When you need to update 50 contacts at once, doing it one by one is not a workflow. Bulk actions let you apply changes across an entire filtered selection in seconds.

Steps

  1. Filter your contact list

    Apply filters to exactly the group you want to update. Confirm the filtered count looks correct before selecting.

  2. Select your contacts

    Check the box at the top of the contact list to select all filtered results, or check individual boxes. The selection count appears above the list.

  3. Open the bulk action menu

    With contacts selected, a bulk action toolbar appears. Available actions include: Add Tag, Remove Tag, Add to Campaign, Change Pipeline Stage, Assign to User, Export, Delete.

  4. Apply the action

    Select the action, complete any required inputs, and click Apply. For large selections, the action processes in the background. A notification confirms completion.

  5. Verify on a sample

    Open 2 or 3 contacts from the updated group and confirm the action applied correctly.

Common mistakes
  • Bulk deleting without exporting first. Deleted contacts are not recoverable. Export before any bulk delete.
  • Not filtering precisely before selecting all. Selecting 4,000 contacts when you meant 400 is an easy mistake. Double-check the filter count before using Select All.
  • Not considering automation implications of bulk tag removal. Removing a tag in bulk may cause hundreds of contacts to exit active workflows simultaneously. Review workflows first.

Still stuck?

Press ⌘K to search every article, or email support@mondai.io.

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