Adding multiple contacts to an automation has never been easier. With just a few simple steps, you can select contacts from the Contacts tab and add them to your desired workflow. Whether you choose to add contacts immediately, at a scheduled time, or in drip mode, this feature offers flexibility to suit your needs. Follow this guide to quickly and seamlessly integrate contacts into your automation, saving you time and effort while maintaining control over the process.

Start by selecting the relevant contacts from the list, then click the Add to Automation bulk action.

Naming Your Action #

This will open a window where you can first enter a name for the action to be shown in the action report. Ensure that this name is well-suited for the action in case you need to track progress reports or follow up with another team member.

Selecting Your Workflow #

Next, choose the relevant workflow from the dropdown menu.

Mode #

Once you have done so, choose how contacts should be added to the workflow. You can add contacts all at once, at a scheduled time, or in drip mode.

• Send All at Once: Immediately add all selected contacts to the chosen automation.
• Send at a Scheduled Time: Schedule the contacts to be added at a specific date and time.
• Send in Drip Mode: Add contacts in smaller batches using these parameters:
  • Start Date & Time: Schedule the addition to begin on a specific date and time.
  • Batch Quantity: Specify the number of contacts per batch.
  • Repeat After: Set the interval between batches, from seconds to days.
  • Send On: Select the days of the week to send batches.
  • Process Between Hours (Optional): Define the time frame for processing the batches.

Completing the Addition #

After verifying your selections, click the Add to Automation button to begin processing the Bulk Action.

This action will be executed over time and can be monitored on the Bulk Actions page. This streamlined feature allows you to add contacts to automation quickly, saving you valuable time.

Frequently Asked Questions #

How do I add multiple contacts to an automation? #

Select the contacts from the list, click the Add to Automation bulk action, name the action, choose a workflow, pick a mode, and click Add to Automation.

What modes can I use to add contacts to a workflow? #

You can add contacts all at once, at a scheduled time, or in drip mode in smaller batches over a set period.

Why should I name the action? #

The action name appears in the action report, making it easier to track progress or follow up with another team member.

What settings control Drip Mode? #

Drip Mode uses Start Date & Time, Batch Quantity, Repeat After, Send On, and an optional Process Between Hours window to control how contacts are added in batches.

Where can I monitor the progress of the action? #

The action runs over time and can be monitored on the Bulk Actions page.

Can I add contacts to an automation at a future date? #

Yes. Use the Send at a Scheduled Time mode to add the contacts at a specific date and time.