Using Mass Actions in Contacts

Mass Actions provide the ability to make changes or send communications to multiple contacts at the same time. You can export, delete or reassign contacts in just a few steps.

Before beginning with Mass Actions - It is important to understand the following article subjects:

1. Anatomy of Contacts Table View - This will help you understand how to adjust columns, # of visible contacts and pages of contacts.

2. How to Filter Contacts - This will help you filter/find the contacts that you want to take mass action on.

Next, you will want to set the # of contacts per page to include enough to fulfill your goal. There is a maximum of 100 contacts at a time.

• Add to Automation(s)
• Export Contacts to CSV (spreadsheet)
• Delete Contacts
• Reassign Contacts
• Mass Email

Add to Automation(s)

When adding contacts to an automation(s) it will activate the automation(s) available to that user. Each contact will begin the automation immediately after they have been added.

1. Once the Filter(s) are set and you have the number of visible contact desired, check the top 'check-box' in the column header to select all visible contacts. Pay close attention to the '# contacts selected' - this represents the number of contacts you are about to add to the automation(s).
   
2. Next click on 'Add to automation(s).
   
3. A pop-up will appear. Select the automation(s) you would like to add your contacts to and then 'click' confirm.
   

Export Contacts to CSV

When exporting contacts, you will want to also ensure the columns desired are showing. To do so, click the 'Manage columns' button to verify or make visible the fields you want to export.

1. Once the Filter(s) are set and you have the number of visible contact desired, check the top 'check-box' in the column header to select all visible contacts. Pay close attention to the '# contacts selected' - this represents the number of contacts you are about to export.
   
   
2. Next, click on the 'Export CSV' in the dark gray bar.
   
   
3. Your CSV export should download automatically - However, depending upon your browser settings, it may prompt you to approve the download before it will begin.
   
   The CSV file can be found either in your downloads folder, or where your browser settings determine.

Delete Contacts

1. Once the Filter(s) are set and you have the number of visible contact desired, check the top 'check-box' in the column header to select all visible contacts. Additionally, you can select individual contacts by clicking the 'check-box' next to individual contacts, as the below GIF demonstratest. Pay close attention to the '# contacts selected' - this represents the number of contacts you are about to delete.
   
   
2. Next, click on the 'Delete' in the dark gray bar.
   
   
3. Last, you will receive the 'Bulk Delete Contacts' warning message. It is important to understand the ramifications of deleting contacts that are either linked to another Contact (like, Referral) or linked to a Transaction (like, Borrower or Buyer's Agent).
   
   If you are ready to proceed with deletion, click the yellow 'Yes' button. If you do not want to proceed, just click the 'No' button.
   
   

Reassign Contacts

When reassigning contacts, you are telling the system that your contact is now being managed by another team member. This does not change the 'Contact Owner', but updates the 'Contact Assignee' to be a different user that you choose.

1. Once the Filter(s) are set and you have the number of visible contact desired, check the top 'check-box' in the column header to select all visible contacts. Pay close attention to the '# contacts selected' - this represents the number of contacts you are about to reassign to another team member.
   
   
2. Next, click on the 'Reassign to Team Member' in the dark gray bar.
   
   
3. Last, you will receive the 'Reassign to Team Member' dialog box. Click the 'Select a team member' drop-down and choose the user your would like to reassign the contacts to.
   
   When you made your selection, just click the yellow 'OK' button. If you do not want to proceed, just click the 'Cancel' button.

Mass Email

1. Once the Filter(s) are set and you have the number of visible contact desired, check the top 'check-box' in the column header to select all visible contacts. Additionally, you can select individual contacts by clicking the 'check-box' next to individual contacts, as the below GIF demonstratest. Pay close attention to the '# contacts selected' - this represents the number of contacts you are about to email.
   
2. Click on 'Mass Email.'
   
3. Create the email you would like to send to your contacts in the email builder. 
4. Click 'Send Email' once you have completed building your desired email.