Bulk Contact Actions

Select a group of contacts in your contact list and apply an action to all of them at once.  See and overview of the available bulk actions below.

  1.  From the main menu, click ContactsScreen_Shot_2018-10-29_at_2.29.36_PM.png

  2. Select a contact or contacts that you want to apply an action to by clicking inside of the empty check boxes. Once you have selected your desired list, click the Actions button to see the action optionsScreen_Shot_2018-10-29_at_2.33.16_PM.png
  3. Select and action from the following list...

    1. Send Text Blast - This allows you to send a text message to the selected contact



    2. Send a Ringless Voicemail - This allows you to send a voicemail to the selected contacts without having to ring their phone. 



    3. Opt In Phone Number - If you have the permissions to call, text, and send voicemails to the selected contacts, you can opt them in by selecting this option. 



    4. Opt In Email Address - If you have the permissions to send emails to the selected contacts, you can opt them in by selecting this option. 



    5. Trigger Workflow - Selecting this option will assign the contacts to a workflow (an automated way to send messages to, assign tasks, and manage contacts). 



    6. Create Task - Use this option to create a task for your Team Tasks Tool directly from this menu for the chosen contacts. 



    7. Tag As - Apply a tag to the selected contacts to easily segment them within your contact list

0 out of 0 found this helpful