This article provides guidance on performing bulk actions when adding a large number of new audience members or updating actions for specific existing members at once.
Upload your CSV file
You can check the instructions here for uploading your CSV file. If you want to perform bulk actions on select audience members, you'll have to segment and export them.
NOTE: You don't need to do this if you want to manage bulk actions for ALL your audience members. On your Audience page, you just need to select all of them and click Edit.
This will open the bulk actions menu items where you can change the settings for Hub access, tags, and achievements.
Perform bulk actions on the uploaded CSV file
Once you've selected your CSV file, there will be a three-step process you need to complete the uploading and apply bulk actions.
Step 1 - Bulk actions
Organize your import by adding tags, giving access to your hub, and sending an email notification.
- Add Audience Tags: Choose existing audience tags or add new ones.
- Give Access: Give or update access to one or more Hubs.
- Send email notification: Send or re-send the welcome email to the audience members on the file.
Step 2 - Select fields to import
Select the fields to import from the CSV file. Matching the supported fields with the columns in your CSV file will make it easier to add new audiences and update existing ones.
Step 3 - Review and Complete your Import
Take a look at the details you’ve set up for your audience list and make changes as needed.
When you're all set and happy with the settings, just click the ✔️ Complete Import button!
That's it! You've just learned to perform bulk actions efficiently for a large number of Audience members. 😎