How to Perform Bulk Actions and Manage Contacts

Bulk actions allow you to perform multiple operations on large groups of contacts at once rather than updating them individually. You can target contacts from multiple sources, lists, segments, or tags and apply several actions to them in a single bulk action. In this guide, we'll walk you through the steps to perform bulk actions and manage contacts in the automate section.

Step-by-Step Guide to Performing Bulk Actions

1. Access the Automate Section:

   • In the navigation bar, click on Automate.

   • From the drop-down menu, select Bulk Actions.

2. Initiate a Bulk Action:

   • On the bulk actions page, click Run Bulk Action.

   • You can target contacts from multiple sources, lists, segments, or tags as triggers for your bulk action.

3. Choose Actions:

   • These actions can include adding or removing contacts to a tag, subscribing to a list, removing contacts from a list, deleting contacts permanently, unsubscribing contacts, adding or removing from a drip campaign, or marking as bounced.

   • Each bulk action can be applied to contacts from any list, segment, or tag in your accounts.

4. Configure the Bulk Action:

   • In the modal, enter the name in the Bulk Action Name field.

   • Select multiple triggers, and the bulk action will apply to contacts in any of these.

   • Click on the list selection field under contacts and wait for the options to load in the drop-down menu.

   • Click on Add Contact Group in the modal and select the list option again.

   • Select the status tag from the drop-down menu under tag.

   • Choose Delete Contacts from the list of actions.

   • Click on Add Action Group and select Added Tag from the list of actions.

   • Choose an option from the Remove Tag drop-down menu.

   • Click the Add Action Group button in the modal to add more actions if needed.

5. Important Note:

   • Bulk actions for deleting contacts and unsubscribing contacts are irreversible. Once started, they cannot be cancelled.

6. View the Process and Updates:

   • In the navigation bar, click on Audience.

   • From the audience drop-down, select Lists.

   • View the lists page with a notification confirming the bulk action completion.

7. Rerun a Bulk Action:

   • Click on the highlighted area in the automate drop-down.

   • In the bulk action section, click on the three-dot menu.

   • Select Info from the drop-down menu to confirm the triggers and actions created.

   • In the bulk actions page, click the highlighted area next to the delete all contacts entry.

   • Select Run Again from the drop-down menu that appears.

That's it! You've successfully learned how to run bulk actions. You can now manage and update large groups of contacts quickly and efficiently with just a few clicks.