Bulk Actions

Overview

Bulk actions appear at the bottom of the Contacts table after you select one or more contacts.

Select contacts

1. In Contacts, use the checkbox column to select contacts.
2. The bulk action bar shows how many contacts are selected.

Available actions

• Add List and Remove List: assign or remove list membership.
• Add Tag and Remove Tag: assign or remove tags.
• Flow: add the selected contacts to an active flow and choose the starting step.
• Member menu: Invite Member, Grant Access, Revoke Access.
• Subscribers menu: Unsubscribe, Resubscribe.
• Export: download the selected contacts.
• Delete: permanently remove the selected contacts.

Add contacts to a flow

Use the Flow bulk action when selected contacts should enter a flow immediately.

After choosing a flow, select the starting step. Email and SMS steps can send right away, and delay or wait steps begin from the time you confirm the action. For email steps, leave Send even if contacts already received this email unchecked unless the message should be sent again.

Manual contact selections and Select all filtered results are both supported. Review the selected contact count before confirming the flow entry, especially when filters span more contacts than the current page shows.