Bulk Actions - Campaigns and Workflows

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to add contacts to a campaign using the bulk action feature:

Step 1: Choose Your Contacts 

• Navigate to your CRM.
• Check the box to select contact records.
• You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.

Step 2: Choose Your Action

• Choose the icon for “Campaigns.”

• In the pop-up window that appears, select a campaign from the dropdown list.
• Then choose the scheduling for this action. You can choose “add all at once” to process the action immediately, “add all at scheduled time” to process the action at one time in the future, or “add-in drip mode” to process in groups/batches.

NOTE: When scheduling a bulk action in drip mode, the "repeat after" does not repeat the entire process. Instead, it can be viewed as "run every." As shown in the example below, 100 contacts would be processed every 5 hours. This process would repeat until all selected contacts received the drip communication. (If you had 780 contacts selected, there would be a total of 8 batches – 7 x 100 and 1 x 80).