Overview
You can manage Contacts individually via the Contact Card or, with bulk selection, you can perform the following actions:
- Bulk Export
- Bulk Block
- Bulk Delete
- Bulk Edit
For all bulk actions, click the topmost checkbox in Contacts to 'select all' or individually select Contacts using the checkbox to the left of their name.
The action buttons appear once one or more Contacts are selected. The total Contacts selected will appear to the left of the action buttons.
Bulk Export
Selecting this action button will download all selected Contacts in a CSV file.
I've included a screenshot below of what you can expect from this export.
Bulk Block
Select this button to block all selected Contacts.
You will be prompted to confirm:
Confirm that you want to block all selected Contacts.
Bulk Delete
Select this button to delete all selected Contacts.
You will be prompted to confirm:
Confirm that you want to delete all selected Contacts.
Bulk Edit
- Export the required Contacts as shown in Bulk Export.
- Edit the details in the CSV where relevant.
- Re-upload the CSV to Sakari
- Map the Contact Attributes to the column headers in your file upload
- All mapped Attributes will be over-written with the data in the uploaded CSV
- You can optionally choose not to map any attributes/column headers that you do not want to edit
Note
The unique identifier for Contacts in Sakari is the mobile telephone number
The mobile phone number must be included in your CSV for Sakari to reference the Contact record and apply changes to Contact attributes.