Who This Is For / When to Use
Use Bulk Actions when you need to apply the same change or communication to many contacts at the same time instead of updating them individually.
What Are Bulk Actions
Bulk Actions are available from the Contacts list after selecting one or more contacts. Actions run in the background and can be tracked from the Bulk Actions page.
Bulk Actions support:
Messaging (Email, SMS, WhatsApp)
Tag management
Updating pipeline stage
Importing, Exporting, and Merging contacts
Deleting contacts
Adding contacts to automations
Select Contacts for Bulk Actions
Go to Contacts.
(Optional) Click a Smart List to filter contacts.
Use the checkbox next to a contact name to select individual contacts.
Use Select All to select all contacts in the list.
Once contacts are selected, the Bulk Actions toolbar appears at the top of the list.
Open the Bulk Actions Menu
After selecting contacts, choose an action from the top toolbar:
Export
Trigger Automation
Send Email
Add Tags
Delete
More (additional actions)
Track Bulk Action Progress
All Bulk Actions run asynchronously. You can monitor progress and results from the Bulk Actions page.
Navigate to Bulk Actions.
Review status, action type, user, and completion time.
Filter and Review Bulk Actions
Use filters to narrow results by:
Date range
Status
Action type
User
View Action Details and Restore (When Available)
Some Bulk Actions, such as delete actions, provide additional options:
View Details to see per-contact results
Restore to recover deleted contacts (within the allowed restore period)
View Bulk Action Statistics
Click the statistics icon to see success and error counts for an action.
Common Notes About Bulk Actions
Bulk Actions are processed over time.
Large contact selections may take longer to complete.
You can safely leave the page while actions continue running.
What Each Action Does / How to Use Them
Here's what each action does and how to configure it correctly.
Send Bulk Email
Use Bulk Email to send the same email message to multiple selected contacts.
Steps
Select one or more contacts.
Click Send Email.
Choose an existing email template or type a message.
(Optional) Add attachments.
Choose a sending mode:
Send All at Once
Send at Scheduled Time
Send in Drip Mode
(Optional) Send a test email.
Click Send Email.
Drip Mode Options (Email)
When using Drip Mode, configure:
Start date and time
Number of messages per batch
Repeat interval (days or hours)
Allowed sending days
Optional time window
Send Bulk WhatsApp Messages
Use this action to send a WhatsApp template message to multiple contacts.
Steps
Select contacts.
Click More > Send WhatsApp.
Select a WhatsApp template.
Enter an action name.
Click Confirm.
Add or Remove Tags
Use Add Tags to apply one or more tags to all selected contacts. Use Remove Tags to remove specific tags or all tags from selected contacts.
Steps
Select contacts.
Click Add Tags or Remove Tags.
Enter an action name.
Select one or more tags, or if removing, you can select to remove all tags.
Click Add Tags or Remove Tags.
Export Contacts
Use Export to download selected contacts as a file.
Steps
Select contacts.
Click Export.
Confirm the export.
Wait for the export to complete.
Export files remain available for 30 days.
Delete Contacts
Use Delete to permanently remove contacts.
Steps
Select contacts.
Click Delete.
Type DELETE to confirm.
Click Delete.
Deleted contacts can be restored within the allowed restore period.
Merge Contacts
Use Merge when duplicate contacts exist. Merging contacts is a non-reversible action.
Steps
Select exactly two contacts.
Click More > Merge.
Choose the master contact.
Select which field values to keep.
Confirm the merge.
Manage Companies (Add or Remove)
Use Manage Companies to associate or remove contacts from a company.
Steps
Select contacts.
Click More > Manage Companies.
Choose Add/Update to company or Remove from company.
Enter an action name.
Select a company.
Click Confirm.
Request Reviews
Use Request Reviews to send review requests to selected contacts.
Steps
Select contacts.
Click More > Request Reviews.
Enter an action name.
Select the review request type (SMS, Email, or WhatsApp).
Choose a sending mode.
Click Send Review Request.
Add Contacts to Automations
Use Add to Automation to enroll contacts into a workflow or campaign.
Steps
Select contacts.
Click Trigger Automation.
Select a workflow or campaign.
Choose a sending mode.
Configure drip or schedule settings if applicable.
Click Add to Automation.
Manage Opportunities
Use Manage Opportunities to bulk create or update opportunities (pipeline records) for multiple contacts at once.
Steps
Navigate to Contacts > Contacts or open a Smart List.
Select the contacts you want to update.
Click More > Manage Opportunities.
In the Add/Update Opportunity modal:
Action Name – Required. Used for tracking in Bulk Actions.
Select Pipeline – Choose the pipeline.
Select Stage – Choose the stage within the pipeline.
Add optional fields such as Opportunity Name, Lead Value, Status, or custom fields.
Click Add/Update Opportunity to start the bulk action.
Send SMS
Use Send SMS to send a one-time SMS message to selected contacts. Messages can be sent immediately, scheduled, or sent in drip mode.
Steps
Select the desired contacts.
Click More > Send SMS.
Click Ok, proceed to confirm the recipient list.
Select a From Phone Number
Type your message or choose from SMS Templates.
Choose a sending mode
Enter an Action Name for reporting.
Click Send SMS to begin the bulk action.
Common Issues and Fixes
Action is taking a long time: Large contact selections take longer to process.
Contacts not receiving messages: Verify contact channel availability (email, phone, WhatsApp).
Merge option missing: Merge is only available when exactly two contacts are selected.
Drip Mode Processing Behavior
When a bulk action runs in Drip Mode, processing happens in batches.
Important behavior:
Repeat After functions as run every, not restart.
Example: 100 contacts every 5 hours until all selected contacts are processed.
Large selections are automatically split into batches.
Frequently Asked Questions
What happens when I delete a contact using Bulk Actions?
Deleting a contact removes it from Conversations, Notes, Opportunities, Tasks, Appointments, Manual Actions, Community Groups, and Campaigns. This action is permanent unless restored within the allowed window.
Can I cancel a Bulk Action after it starts?
Yes. Go to Contacts > Bulk Actions, open the action menu (⋮), and select Pause or Cancel.
What does “Repeat After” mean in Drip Mode?
"Repeat After" functions as run every. Contacts are processed in batches until all selected contacts are completed.
What happens if I don’t filter an automation trigger?
The automation may run for more contacts than intended. Always apply filters for precise targeting.
What is the difference between “All at Once” and “Drip Mode”?
All at Once: Sends to all contacts at the same time.
Drip Mode: Sends in controlled batches over time.
When to Use Bulk Actions vs Automations
Use Bulk Actions When:
You need a one-time action
You are cleaning or updating contact data
You are sending a single campaign or message
Use Automations When:
Actions should repeat automatically
Logic or branching is required
Long-term workflows are needed
Validation Checklist Before Running Bulk Actions
Confirm contact selection
Verify Smart List filters
Use Drip Mode for large sends
Confirm admin permissions if required
Review irreversible actions carefully