Efficiently managing a large number of contacts is made easier with the bulk actions available on the All Contacts page, saving you time and effort. In this article we explain how to perform bulk actions such as:
- Send bulk messages
- Add or remove contacts from a list
- Export lists
- Mark contacts valid
- Unsubscribe and resubscribe
- Delete
Select Individual Contacts
1. Navigate to All Contacts, or a specific List.
2. Select the Contacts you wish to include in a bulk action by checking their corresponding boxes - you can switch between multiple pages as your selection will be remembered.
3. Execute the bulk action using the available buttons.
Select All Contacts
1. In the menu, click on Contacts, then select either All Contacts or a specific contact List.
2. Select all Contacts on the current page by clicking the master checkbox.
3. Click Select all in the pop-up that appears at the bottom right side of the screen.
Performing Bulk Actions
Send Message
To send SMS messages to multiple contacts at once, utilise the Send Message feature:
1. In the menu, click on Contacts, then select either All Contacts or a specific contact List.
2. Select the contacts you want to message by checking the boxes next to them.
3. Click on the Send Message button.
4. The selected contacts will be automatically added as the recipients in the Numbers and contacts field. Compose your message and proceed with sending it.
| Note - You can only select up to 100 contacts or up to 1 list at a time to send a message via the bulk action feature. If you'd like to send a message to more than 100 contacts at once, you'll need to create a contact list. |
Edit Lists
Editing lists allows you to change the association of contacts with different lists:
1. In the menu, click on Contacts, then select All Contacts:
2. Select the contacts for which you want to modify their list association by checking the corresponding boxes next to them.
3. Click on the Edit Lists button.
4. Choose the lists you want to add or remove the selected contacts from.
5. Save your selection by clicking Apply changes.
Export
Exporting contacts enables you to safely retain a copy of your contact information for your own reference and use:
1. In the menu, click on Contacts, then select All Contacts:
2. Select the contacts you want to export by checking the corresponding boxes next to them.
3. Click on the Export button.
4. Your contacts will be exported as a downloadable file, such as a CSV. The download will start automatically, select a destination for storing the file on your device.
Mark Valid
To mark multiple contacts as valid, follow these steps:
1. In the menu, click on Contacts, then select All Contacts:
2. Select the contacts you want to mark as valid by checking the boxes next to them.
3. Click on the Mark Valid button.
4. The selected contacts will be marked as valid and no longer have invalid status within your collection of contacts.
Resubscribe
To resubscribe contacts who have previously unsubscribed, follow these steps:
1. In the menu, click on Contacts, then select All Contacts:
2. Select the contacts you want to resubscribe by checking the boxes next to them.
3. Choose the communication channels you wish to resubscribe contacts to.
4. Click on the Resubscribe button.
5. The selected contacts will be resubscribed and can receive communications from you again.
Unsubscribe
Unsubscribing contacts allows them to opt-out from receiving further communications. Follow these steps to unsubscribe contacts in bulk:
1. In the menu, click on Contacts, then select All Contacts:
2. Select the contacts you want to unsubscribe by checking the boxes next to them.
3. Choose the communication channels you wish to unsubscribe contacts from.
4. Click on the Unsubscribe button.
5. The selected contacts will be unsubscribed upon clicking Mark unsubscribed button and won't receive any further communications.
Delete
To remove contacts, follow these steps:
1. In the menu, click on Contacts, then select All Contacts:
2. Select the contacts you want to delete by checking the boxes next to them.
3. Click on the Delete button.
4. Confirm the deletion when prompted by checking the Confirm delete box and clicking Delete. Keep in mind that this action cannot be reversed.
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