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Contact Selection Cart

Learn how to use ARTERNAL’s Contact Selection Cart to batch manage, view, and perform quick actions on multiple contacts efficiently.

Kalila Richards avatar
Written by Kalila Richards
Updated this week

The Contact Selection Cart is a powerful tool in ARTERNAL that allows you to batch manage multiple contacts with ease, making it simple to perform quick actions on selected contacts.

Video tutorial linked HERE.

Step 1: Adding Contacts to the Selection Cart

  • In the contact list, click the checkbox next to a contact's name to add them to the selection cart.

  • Alternatively, you can go to the contact’s detail page and click the checkbox there to add them.


Step 2: Viewing the Selection Cart

  • Click the cart icon to expand or collapse the selection cart to view the contacts you’ve selected.


Step 3: Deselecting Contacts

  • To remove a contact from the selection cart, click on their avatar in the cart or uncheck the checkbox next to their name in the contact list.

  • You can also deselect a contact from their detail page by clicking the checkbox again.


Step 4: Performing Actions on Selected Contacts

Once contacts are in the selection cart, you can perform several actions, including:

  • Reassign Contacts: Assign the selected contacts to a different user.

  • Add to List: Organize the selected contacts into a specific group or list.

  • Add Tags: Categorize the contacts by adding tags.

  • Email Contacts: Send emails to all selected contacts.

  • Archive Contacts: Remove the contacts from the active view by archiving them.


Step 5: Clearing the Selection Cart

  • To empty the selection cart, click the red CLEAR button to remove all contacts from the cart.


Frequently Asked Questions (FAQ):

Q: How do I add contacts to the selection cart?
A: You can add contacts by clicking the checkbox next to their name in the contact list, or by clicking the checkbox on their detail page.

Q: How do I view the contacts I’ve added to the selection cart?
A: Click the cart icon to expand or collapse the selection cart, where you can view all selected contacts.

Q: How can I remove a contact from the selection cart?
A: To remove a contact, either click on their avatar in the selection cart, or uncheck the checkbox next to their name in the contact list or on their detail page.

Q: What actions can I perform on contacts in the selection cart?
A: You can reassign contacts, add them to lists, add tags, email them, or archive them directly from the selection cart.

Q: How do I clear all contacts from the selection cart?
A: Simply click the red CLEAR button to empty the selection cart.

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