The webinar covers the efficient ways to update and manage contact records in EveryAction, which are bulk upload and bulk apply. Bulk upload allows users to load new records or make changes to existing ones by uploading files in various formats like Google Sheets, Microsoft Excel, or plain text files. The webinar discusses the file requirements, limitations, and best practices for successful bulk uploads, including the ability to create and save custom field mappings as templates for future use.
Additionally, the webinar introduces the "Create a List" tool, which enables users to build targeted lists of contacts based on specific search criteria. These lists can then be used in conjunction with the bulk apply feature, allowing users to apply the same values to a group of records simultaneously. The webinar highlights the importance of establishing standard ways to define and manage these contact groups within an organization, leveraging the powerful search and segmentation capabilities of EveryAction.
