Sometimes you will need to update a property for People in bulk. The easiest way to do this, assuming your Role has permission to do so, is with a Bulk Update from the People section.

You can bulk update:

1. Assessments
2. Custom User Properties
3. Assigned Agent
4. Chapter (with multi-chapter options)
5. Add/Remove Tags
6. Automation Enrollment
7. Event Session Attendance
8. Event Session RSVP
9. Opt Out of Communications
10. Bulk Delete

Bulk Delete

You can bulk delete People from your database using the Bulk Update feature.

To bulk delete:

1. Create a filter targeting the people you want to delete
2. Click Bulk Update from the "..." dropdown
3. Select "Bulk Delete" from the update type dropdown
4. Type "permanently delete" to confirm

Smart Delete Behavior

Bulk delete is scope aware, meaning it behaves differently depending on whether you are logged in at the Chapter level or the Organization level.

Organization scope: All matched contacts are permanently deleted. This is a full hard delete of the person and all associated data.

Chapter scope: The system checks each person's chapter memberships before deciding what to do:

• If the person only belongs to your chapter, they are permanently deleted.
• If the person also belongs to other chapters, they are removed from your chapter but not destroyed. Their data and memberships in other chapters are preserved.
• Team members are always skipped and never deleted through bulk delete.

The bulk delete confirmation screen shows a breakdown of how many contacts will be permanently deleted, how many will be removed from your chapter, and how many team members will be skipped.

Note: The same smart delete logic also applies when deleting a single person from their profile page. Chapter admins will see a confirmation explaining whether the person will be permanently deleted or just removed from their chapter.

⚠️

Permanent deletions cannot be undone. All data associated with permanently deleted people (donation history, event attendance, form submissions, etc.) will be removed. Consider exporting data first if you may need it later.

How to do a bulk update

First, set a filter from the People tab targeting the profiles you want to bulk update.

Then, click the Bulk Update button under the "..." dropdown.

Once the modal window loads, you can select the property you'd like to bulk edit, then choose the new value that should be assigned for that property, and continue with the bulk update if you're certain. Bulk updates cannot be undone, so please proceed with caution.

Bulk Update Chapter Options

When bulk updating the Chapter field, you have three options:

1. Make Primary Chapter - Changes the person's primary chapter to the selected chapter. Their old primary chapter will be removed.
2. Make Primary Chapter (Keep Old as Secondary) - Changes the person's primary chapter to the selected chapter, but keeps their old primary chapter as a secondary.
3. Add as Secondary Chapter - Adds the selected chapter as a secondary chapter without changing their primary.
4. Remove from Chapter - Removes the selected chapter from the person. If it's their primary chapter and they have secondaries, the first secondary is promoted to primary.

⚠️

Note: People must always have at least one chapter. You cannot remove someone's only chapter.

Bulk RSVP and Automations

When you bulk update Event Session RSVPs, automations WILL be triggered for any users who receive a NEW RSVP record. This means:

• If a user doesn't already have an RSVP for the selected session, a new RSVP is created and any automations with "RSVP'd to Event" or "RSVP'd to Session" triggers will fire for that user.
• If a user already has an existing RSVP record (e.g., they previously RSVP'd "no" and you're changing it to "yes"), automations will NOT be triggered because the system only triggers automations on newly created RSVPs, not updates to existing ones.

Practical implications:

• ✅ Use bulk RSVP when you want people to receive automated confirmation emails, reminder texts, or other automation sequences
• ⚠️ Be mindful that bulk RSVPing a large group will trigger all associated automations for users without existing RSVPs
• If you want to add RSVPs without triggering automations (e.g., for historical data cleanup), consider using the API with appropriate flags.

💡

Tip: Before bulk RSVPing, check what automations are configured for the event to understand what communications users will receive.