How do I add a group of contacts to a workflow at once?

Sometimes you want to start a follow-up sequence for contacts who are already in your system, such as every family inquiry tagged "No Response" or every referral partner you met at a health fair. Instead of waiting for a trigger, you can push a selected group into a published workflow.

Add contacts to a workflow

1. Go to Contacts, then Smart Lists.
2. Click Advanced Filters, choose a field such as Tag, set the operator and value, and click Apply.
3. Select the contacts with the checkboxes, or click Select all.
4. Click Trigger automation in the action bar.
5. Enter an Action Name, set Automation Type to Workflow and choose the workflow.
6. Choose a Mode (see below).
7. Click Add to Automation.

Only published workflows appear in the list.

Choose when contacts enter

Drip mode settings

Drip mode is also available for other bulk actions, such as bulk texts, bulk emails and tag changes.

• Start On: when the first batch begins.
• Batch Quantity: how many contacts per batch.
• Repeat After: the wait between batches, in minutes, hours or days.
• Send On: optional days of the week, such as Monday to Friday.
• Process Between and End At: the hours when batches can run, so messages only go out during business hours.

Review the estimated duration before you confirm. Contacts with Do Not Disturb turned on are skipped for the blocked channels.

Track progress

Go to Contacts, then Bulk Actions, to see the status and statistics. From the three-dot menu you can pause a drip job. When you resume, it picks up where it left off.

Tip

Save your filter as a Smart List so you can repeat the same enrollment later without rebuilding it.

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