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Bulk Action

Last Update a year ago

📚 How to use the Bulk Actions Features? 💥 Pipeline Change in Bulk Actions 😶 How to Send SMS Using Bulk Actions? 🎛️ How to Send Emails Using Bulk Actions Feature? 🧧 How to Add or Remove Tags in Bulk?

📚 How to use the Bulk Actions Features?

Administrator

Last Update a year ago

In your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts using the Bulk Actions features. Use this updated feature for sending an email or SMS or updating the pipeline stage and more.

1. Available Actions


a. Pipeline Change: Add/Update the Opportunity for multiple Contacts. Select a pipeline, stage, opportunity, lead value, and more.

b. Add to Campaign/Workflow: Select a campaign or workflow to bulk-add contacts into:
c. Send SMS: Choose from your templates or type out a one-time SMS.
d. Send Email: Select from your templates or type out a one-time email.
e. Add/Remove Tag: From the selected contacts, apply or remove one or multiple tags.
e. Delete Contacts: Deleting any contact will also remove them from Conversation, Notes, Opportunities, Tasks, Appointments, Manual Actions and Campaigns.
f. Export Contacts: Export a list of selected contact records from the system into a .csv file you can save to your computer.
g. Import Contacts: Refer to our article "Importing Contacts" for a full tutorial.

h. Send Review Requests: Send a review request to multiple contacts at once here. (Make sure you have your “Reputation” section set up for reviews.)

i. Merge Duplicate Contacts: Merge up to 10 duplicate contacts (Refer to our article on merging duplicates for a full walk-through).

2. How To Use The Actions?


a. Steer to Contacts > Contacts/Smart Lists.


b. Choose the contact records you want to use a bulk action for. Either individually click through and select specific contacts, or check the box at the top to select all.


c. Select the action you want to apply.


d. Follow the steps for the specific action in the pop-up window.

3. How to view a list of your pending and current bulk actions in the Contact Request Page?


Step 1: Steer to Contacts > Contact Request > Bulk Actions, where you can view a list of all your pending Bulk Actions.


Step 2: Cancel or edit a pending action.

* It's possible to cancel or edit a pending bulk action. Also, you can toggle to "Completed" in the top right to view a list of completed Bulk Actions in your system.


NOTE: When you schedule a bulk action in drip mode, the "repeat after" does not repeat the entire process. Instead, it can be viewed as "run every". In the example below, 100 contacts would be processed per every 5 hours. This process would repeat until all the selected contacts receive the drip communication. (If you had 570 contacts selected, there would be a total of 6 batches – 5 x 100 and 1 x 70).

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