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Trigger Workflow For Multiple Contacts

  • Updated

Let's Trigger Workflow For Multiple Contacts

You have a lot of contacts and you created a workflow that you want many or all of them to be on. You can easily trigger a workflow for multiple contacts.

 

Objectives

In this support article, you will learn step-by-step how to trigger for multiple contacts. 

 

Steps

1. Log in to your REI BlackBook Account. Click on Contacts located on your dashboard menu at the top. 

 

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2. You will be directed to your contacts page. To select your contacts, click on the boxes next your contacts. 

 

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3. Once you have selected the contacts that you want, click on Actions located at the top next to Contacts

 

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4. In the drop-down menu, select Trigger Workflow. 

 

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5. A pop-up box will appear. Under Select a Workflow, click on the box and select the workflow that you want. 

 

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6. When finished, click on Trigger Workflow. 

 

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Thank You!

We appreciate you taking the time to learn how to trigger a workflow for multiple contacts!

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