How to Bulk Edit WordPress Users with Uncanny Automator

Discover how to bulk edit WordPress users efficiently with Uncanny Automator’s loops feature. This transformative feature updates your user profiles like magic!

Hey, WordPress enthusiasts! Have you been engaged in a never-ending series of clicks and scrolls in an effort to update the details of your valued WordPress users? You’re huffing, puffing, and possibly muttering under your breath, “There must be an easier way!” Well, have we got a solution for you! 

With Uncanny Automator, you can bulk edit WordPress users with just one click of a button. So, why tolerate the tedious, monotonous task of updating users one by one when you can update all of your WordPres users in just one click?

Forget clicking until your fingers go numb. This is the best way to update all of your WordPress users at the same time. Let’s get you acquainted with the power of Uncanny Automator’s loops feature, shall we?

Introduction

In this article, we’ll show you how to update all (or just some) of your WordPress users with Uncanny Automator. But before we dive into the details, you probably have some questions.

• Can I bulk edit WordPress user profiles? Yes, you absolutely can bulk edit WordPress user profiles! In fact, bulk editing/updating WordPress users is the best way to manage your WordPress website at scale. You will, however, need a plugin to accomplish this.
• Why bulk edit WordPress user profiles? In addition to saving time, bulk editing WordPress user profiles unlocks a world of possibilities. Sort users based on existing attributes, create new user meta and even retroactively integrate your WordPress user profiles with your various other plugins and apps. We’ll give you plenty of real-world case studies for bulk editing WordPress user profiles later on.
• Can I use Uncanny Automator to update multiple user profiles at once? 100%! Uncanny Automator is the best way to update multiple user profiles. With Uncanny Automator’s loops feature, you can cycle as many or as few users through your changes as you’d like.
• What are the benefits of using Uncanny Automator’s loops feature? Updating large numbers of user profiles usually requires some level of coding knowledge or more hours than exist in a day. Automator’s loops feature, however, is as fast as it is flexible. Plus, Automator has 150 integrations, meaning you can carry out just about any edits/updates on your WordPress users as you’d like.
• Do I need coding skills to use Uncanny Automator’s loops feature? Nope! Leave the coding to the developers. Automator is a no-code plugin. If you can point and click, you can automate and update.

What is Uncanny Automator?

Typically, we would say that Uncanny Automator is the #1 automation and integration plugin for WordPress. But let’s leave the bragging for later, shall we? For now, just think of it as your soon-to-be trusty sidekick, ready to streamline your WordPress workflows, automate repetitive tasks and integrate all of your favorite apps and plugins.

The best part? You don’t need to be a tech guru to use it! Uncanny Automator has a no-code guarantee and best-in-class support so it’s perfect for WordPress beginners and whizzes alike. Dust off your cape, because with Uncanny Automator, you’re about to become the WordPress superhero you were always meant to be.

We’ll be using Uncanny Automator Pro features throughout this article. Thankfully, unlike most other automation and integration tools, Automator does not charge a per automation fee. This means that you can edit as many WordPress user profiles as you want and never see a change in your subscription.

Get started with Automator Pro now to follow along.>>>

Case Studies: Real-Life Examples of Bulk User Profile Editing with Uncanny Automator

In this section, we’ll walk you through setting up some real-world examples for bulk editing WordPress users.

Bulk Edit WordPress User Metadata

WordPress user metadata is some of the most valuable information you have on your WordPress website. Usually, however, it’s nearly impossible to find and even more difficult to edit. Thankfully, you can easily create, edit and update WordPress user metadata with Uncanny Automator at the click of a button.

Automator works using recipes—combinations of triggers and actions that automate workflows across apps and plugins. In the next steps, we’ll show you how to recreate the recipe pictured above to bulk edit WordPress user metadata.

In our example, we are setting new profile values for all non-admin accounts with an “uncannyowl.com” email address domain. Once we get started though, you’ll see how easy it is to customize this recipe to suit your needs. So, let’s do it!

Step 1: Create a New Recipe

From your WordPress Admin Sidebar, navigate to Automator > Add New. A pop-up window will appear where you can select your recipe type; either Logged-in users or Everyone. For this recipe, select Everyone and click Confirm.

Step 2: Name Your Recipe

Once you get the hang of creating recipes, you’ll be making more of them than a Michelin star restaurant. As such, it’s a good idea to come up with a naming convention for your recipes. We’ve simply named this recipe Bulk Edit WordPress User Metadata.

Step 3: Configure Your Trigger(s)

In the Triggers panel, from the menu of available integrations, click on Run now.

(Note: The Run now integration allows you to complete an automation on the spot and with a simple click of a button. If you want to learn more about the Run now integration, check out this Knowledge Base article.)

From the drop-down list that appears, select Trigger recipe manually and click Save. Your trigger should look like this:

Step 4: Configure Your User Loop

In the Actions panel, click Add > User loop.

Automator will automatically set the User Criteria to include any user who does not have the WordPress role “Administrator”. In other words, Automator will only “loop” through editing/updating the metadata of WordPress users who are not site administrators.

To target certain users more narrowly, however, you can click on Filter users.

A pop-up window will appear where you can choose a narrower filter. For example, we want to add a new meta key/value pair only to our WordPress site users with a specific email domain.

This specific loop filter suits our workflow but you could just as easily target WordPress users with an existing meta value or field that match criteria you define.

Once you’re finished, click Confirm. Your loops criteria and filter should look something like this:

Step 5: Configure Your Action(s)

Now, it’s time to get to the action!

Inside your user loop, click on Add action. From the menu of available integrations, click on WordPress.

From the drop-down list that appears, select Set user meta.

We want to create a user meta key/value pair that describes the training/expertise of all of our WordPress users. As such, we’ve created the meta key “expertise”. We’ll want to pair that key with the value “automation_savant” for every user that matches the criteria of the loop filter we configured in the previous step.

You can set any key/value pair that suits your workflows. You could also click Add pair to bulk create/update more than one key/value pair. If you’re unfamiliar with key/value pairs, check out this very brief introduction.

Once you’ve set your key/value pairs, click Save. Your Actions panel should look like this:

Step 6: Run that Automation!

You are now just one click away from bulk editing WordPress user metadata. All you need to do is click Run now in the Recipe panel in the upper-right hand corner.

Automator will present you with this notification, informing you that it’s hard at work getting your bulk edits done:

You can check the progress by clicking View log entry or by navigating to Automator > Logs in your WordPress Admin Sidebar. We bet you can’t check the logs as fast Automator can update your WordPress user meta!

Bulk Update WordPress Memberships

A lot goes into creating and managing your WordPress memberships. If only your members knew! With Automator’s loops feature, however, you can manage your WordPress members at scale with just the click of a little blue button.

In the next steps, we’ll show you how to recreate the recipe pictured above to manage your WordPress memberships at scale.

Step 1: Create a New Recipe

From your WordPress Admin Sidebar, navigate to Automator > Add New. In the pop-up window that appears, select Everyone and click Confirm.

Step 2: Name Your Recipe

We’re creating this recipe to add every one of our MemberPress members with a “Sophomore” level membership to a dedicated BuddyBoss group.

Step 3: Configure Your Trigger(s)

In the Triggers panel, from the menu of available integrations, click on Run now. From the drop-down list that appears, select Trigger recipe manually and click Save.

Step 4: Configure Your User Loop

In the Actions panel, click Add > User loop.

Automator will automatically set the User Criteria to include any user who does not have the WordPress role “Administrator”. However, we want this recipe to run on all users, regardless of their WordPress user role, so we simply deleted the loop filter.

Step 5: Configure Your Action(s)

Inside your user loop, click on Add action. From the menu of available integrations, click on BuddyBoss.

From the drop-down list that appears, select Add the user to a group.

Automator will prompt you to select the group to which you would like to add your WordPress members. In our example, that would be our “Sophomores” group. After selecting the group, click Save.

Next, we’re going to add a filter to our action so that Automator only adds the right members to our “Sophomores” group. Hover over the action and click Filter.

A pop-up window will appear where you choose from any number of filters. We’re going to use Automator’s native MemberPress integration to select only users with an active “Sophomore” membership.

After configuring your filter’s condition, click Save filter. Your Actions panel should now look something like this:

Step 6: Run Your Automation!

Are you ready to update your WordPress memberships? Of course you are! Click Run now and let Automator manage your memberships.

Tag CRM Contacts in Bulk

Have you ever wanted to tag your CRM contacts for actions that they’ve taken in the past? Maybe you want to tag your WooCommerce customers who participated in your Black Friday sale. Or, perhaps, you want to send an email to everyone who has completed a course but you forgot to tag them at the time.

You could scroll through your records and manually tag everyone in your CRM… or you could just get Automator to update your contacts with a click.

This automation allows you to retroactively tag your CRM contacts—something that isn’t possible without an automation tool like Uncanny Automator.

As soon as we click Run now, Automator will tag every one of our ActiveCampaign contacts who have completed the corresponding LearnDash course.

Final Thoughts: Bulk Edit WordPress Users the Easy Way

There you have it, folks! There’s no need to break your head or drain your wallet over managing your WordPress user profiles one at a time. With the help of Uncanny Automator, we’ve discovered how simple it is to bulk edit WordPress user profiles and manage our websites at scale.

Want to learn more about Automator’s amazing loops feature? Drop us a comment or question in the comments section below and we’ll “loop” right back to you. Until then, happy automating!