By utilizing quick actions within your contact list, you can efficiently manage and execute tasks for individual or multiple contacts. Below is an overview of the Quick Action buttons located in the Contacts > Smart Lists section. In subsequent guides, you will gain a deeper understanding of each action and its usage.

Add Contact #

With a single click of the ‘+’ button on the top left of the contacts page, you can manually input contact information with ease.

Import Contacts #

Upload contacts to the system using the Import Contacts action.

Quick Actions #

Once you select your contact(s), you’ll gain access to some additional actions. These will be:

Export Contacts #

Download contacts to your device for offline access by utilizing the Export Contacts feature.

Trigger Automation #

Use the trigger automation button to add selected contacts to Workflows efficiently.

Send Email #

The ‘Send Email’ button enables you to swiftly send an email to a single contact or multiple contacts simultaneously.

Add Tag #

Easily add tags to your contacts with just one click, streamlining your tagging process.

Delete Contact #

Select the relevant contacts and use the ‘Delete Contact’ button to maintain a clean and accurate contact list.

More #

This option will give you access to the full list of actions you can apply to contacts from the Smart Lists tab. These additional options include common actions along with the aforementioned ones.

By mastering these Quick Action buttons, you will improve your contact management process, saving valuable time and enhancing your productivity. As you explore the guides that follow, you will gain deeper insights into how to use each feature to its fullest potential, ensuring your contact database remains well-organized and efficient.

Frequently Asked Questions #

Where are the Smart List Quick Action buttons located? #

The Quick Action buttons are located in the Contacts > Smart Lists section.

What quick actions are available before selecting contacts? #

Before selecting contacts, you can use the Add Contact (‘+’) button to manually input a contact and the Import Contacts action to upload contacts.

What actions become available after selecting contacts? #

After selecting one or more contacts, you gain access to Export Contacts, Trigger Automation, Send Email, Add Tag, and Delete Contact, plus the full list under More.

How do I add a single contact manually? #

Click the ‘+’ button at the top left of the contacts page to manually input contact information.

What does the More button do? #

The More button gives you access to the full list of actions you can apply to contacts from the Smart Lists tab, including additional bulk actions.

Can I send an email to multiple contacts at once? #

Yes. The Send Email button lets you send an email to a single contact or multiple contacts simultaneously.