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Bulk Actions

Tag, export, message, or add many contacts to an automation at once, safely.

  • Bulk actions overview

    How to select contacts and run an action across all of them at once, how pacing and scheduling work for large sends, and where to check status.

    7 min read · beginner
  • Bulk add to workflow, add/remove tags, and export

    How to enroll a batch of contacts into an automation, bulk-apply or remove tags, and export a selection to CSV.

    6 min read · beginner
  • Bulk email/SMS sends and deleting or merging contacts safely

    How to run a one-time bulk email or SMS send, and how to delete or merge contacts in bulk without losing data you needed — including the undo window.

    8 min read · intermediate

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