When you need to update hundreds of records at once, Bulk Actions save you hours of manual data entry. You can send mass texts, apply tags, or drop leads into a new pipeline stage simultaneously.
1. Selecting Contacts for Bulk Actions
To trigger a bulk action, you first need to select the target contacts from your master directory.
- Select All on Page: Click the master checkbox at the top left of the table header to select all 20 contacts currently visible on the page.
- Select Entire Database: After clicking the master checkbox, a blue banner will appear asking if you want to "Select all [Number] records". Click this to select your entire database or Smart List.
2. Available Bulk Operations
Once contacts are selected, a new toolbar will appear at the top of the screen featuring several powerful operations:
| Icon / Action | What It Does |
|---|---|
| Add/Remove Tags | Instantly applies or removes organizational tags across all selected records. |
| Add to Campaign/Workflow | Forces all selected contacts into a specific automated sequence. |
| Send SMS | Opens a bulk composer to send a mass text message blast. |
| Export Contacts | Generates a downloadable CSV file of the selected records. |
Pro-Tip
When executing a bulk SMS or Email blast to more than 100 contacts, always use the Drip Mode scheduling option. This sends the messages out in small batches over a few hours, protecting your sender reputation and preventing carrier spam filters from blocking your number.