Perform an Action on Multiple Contacts

You can engage with multiple contacts at once through the Perform Action section.

Perform Action Overview

The Perform Action section allows you to easily contact multiple contacts at once, make updates to multiple contact records, export a list of contacts, or archive contacts that no longer need to be active. 

Multiple contacts can easily be identified by:

    • Accessing previously saved Contact Groups
    • Filtering Contacts
    • Searching by a contact's name

The following actions can be performed on one or multiple contacts

  • Send Email
  • Send Text
  • Send Survey
  • Change Tags
  • Change Field Value
  • Start Automation
  • Manage Team
  • Export to CSV
  • Archive Contacts 

 

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