How To Add Multiple Contacts To A Campaign / Workflow

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 2:50 PM by Belinda Henry

   

How To Add Multiple Contacts To A Campaign / Workflow

Using Bulk Actions with Contacts or Smart Lists, you can perform multiple one-off actions on your chosen contacts. Here’s how to add multiple contacts to a Campaign / Workflow:

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 01

Click "Contacts"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 02

Select the contact(s) that you wish to add to a Campaign / Workflow

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 03

Click the "Add to Campaign / Workflow" button.

 

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 04

Click "Ok, proceed"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 05

Click the "Campaign / Workflow" dropdown.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 06

Select a Campaign / Workflow.

 

How would you like to send your contacts into your Campaign / Workflow?

Add all at once - Perfect for sending your contacts into your Campaign / Workflow right now.

Add all at a scheduled time - Perfect for sending your contacts into your Campaign / Workflow in the future.

Add in drip mode (RECOMMENDED) - Perfect for sending your contacts into your Campaign / Workflow in bite-sized batches over a specified interval (e.g. Send batches of 100 contacts into your Campaign / Workflow every 5 minutes).

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 07

Click "Add all at once"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 08

Click the "Action" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 09

Click the "Enter a description for the action (to be shown in tracking report)" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 10

Click "Add to Campaign / Workflow"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 11

Click "Ok"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 12

Click "Add all at schedule time"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 13

Click the "Action" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 14

Type "This is a test to add to a campaign / workflow"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 15

Type a description for the action (to be shown in the tracking report)

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 16

Click the "Start On" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 17

Click the "Start On" day and time.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 18

Click the "Green Tick" button.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 19

Click "Add to Campaign / Workflow"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 20

Click "Ok"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 21

Click "Add in drip mode"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 22

Click the "Action" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 23

Type a description for the action (to be shown in tracking report)

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 24

Click the "Start On" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 25

Click the "Start On" date and time.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 26

Click the "Green Tick" button.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 27

Click the "Batch Quantity" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 28

Type in the Batch Quantity.

Batch quantity is how many contacts you want to add it to a Campaign / Workflow at a given interval.

For example, if you wanted to send 5 contacts every 30 minutes, the batch quantity would be "5".

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 29

Click the "Repeat After" field.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 30

Enter the "Repeat After" quantity.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 31

Click the "Days" dropdown.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 32

Select the "Repeat After" frequency.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 33

Select the days you would like your drip sequence to go out on.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 34

Click the "Start From" button.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 35

Select the "Start From" time.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 36

Select the "End At" dropdown.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 37

Select the "End At" time.

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 38

Click "Add to Campaign / Workflow"

 

How To Add Multiple Contacts To A Campaign / Workflow - Step 39

Click "Ok"


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