Overview

Bulk Actions let you apply one-off actions to many contacts at once from Contacts or Smart Lists. This article walks through how to bulk add contacts to a workflow using Add to automation, including how to select all contacts and how scheduling works (all at once, scheduled time, or drip mode).

Add contacts to a workflow (Bulk Actions)

Using the Bulk Actions feature in Contacts or Smart Lists, you can apply a one-off action to multiple selected contacts at once.

Step 1: Choose your contacts

1. Navigate to Contacts (or a Smart List).

2. Check the box next to the contact records you want to update.

3. To select more contacts:

   1. Check the box at the top of the list to select all contacts on the current page.
   2. Click the hyperlink to select all contacts in STRINGConnect.

   

Step 2: Choose your action

1. Choose the Add to automation icon.

   

2. In the pop-up window that appears, select a workflow from the dropdown list.

   

3. Choose the scheduling for this action:

   1. Add all at once to process immediately.
   2. Add all at scheduled time to process at a future time.
   3. Add in drip mode to process in groups or batches.

   

   

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Note (Drip mode): The repeat after setting does not repeat the entire process. Instead, it works like run every. For example, if you set 100 contacts every 5 hours, the system processes 100 contacts every 5 hours until all selected contacts have been processed.

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Frequently Asked Questions

Q: How do I select all contacts when using the bulk action feature?

Q: What actions can I perform using the bulk action feature?