Using the Bulk Action Features

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. From sending an email or SMS to updating the pipeline stage and more, follow the steps below to learn how to use this feature.

NOTE: Deleting Contacts / Importing / Exporting / Merging Contacts, are only available for Account admins. Account users cannot Delete, Import, Export, or Merge contacts.

Part 1: What Actions Are Available

• Pipeline Change: Add/Update the Opportunity for multiple Contacts. Choose a pipeline, stage, opportunity, lead value, and more.
• Add to Campaign/Workflow: Choose a campaign or workflow to bulk-add contacts into:
• Send SMS: Type out a one-time SMS or select from your templates.
• Send Email: Type out a one-time email or select from your templates.
• Add/Remove Tag: Apply or remove one or multiple tags from the selected contacts.
• Delete Contacts: Delete the selected contacts from Referins. Please note: deleting any contact will also remove them from Conversation, Notes, Opportunities, Tasks, Appointments, Manual Actions and Campaigns.
• Export Contacts: Export a list of selected contact records from Referins into a .csv file that will save to your computer.
• Import Contacts: Please refer to our article on How to Import Contacts for a full tutorial.

• Send Review Requests: Here you can send a review request to multiple contacts at once. (Be sure you have your “Reputation” section set up for reviews.)
•  Merge Duplicate Contacts: Merge up to 10 duplicate contacts (Please refer to our article on merging duplicates for a full walk-through).

Part 2: How To Use The Actions

Step 1: Navigate to Contacts > Contacts/Smart Lists.

Step 2: Select the contact records you want to use a bulk action for. You can individually click through and select specific contacts, or you can check the box at the top to select all.

Step 3: Choose the action you want to apply.

Step 4: Follow the steps for the specific action in the pop-up window. 

Part 3: View a list of your pending and current bulk actions in the Contact Request Page

Step 1: Navigate to Contacts > Bulk Actions. Here you can view a list of all your pending Bulk Actions.

Step 2: Cancel or edit a pending action.

• You can cancel or edit a pending bulk action. You can also toggle to "Completed" in the top right to view a list of completed Bulk Actions in Referins.

NOTE: When scheduling a bulk action in drip mode, the "repeat after" does not repeat the entire process. Instead, it can be viewed as "run every". As shown in the example below, 100 contacts would be processed per every 5 hours. This process would repeat until all selected contacts received the drip communication. (If you had 780 contacts selected, there would be a total of 8 batches – 7 x 100 and 1 x 80).

Bulk Actions for Company Contacts

Bulk Actions for Company Contacts allows you to bulk add, remove, and edit contacts for companies. This functionality streamlines the process of managing large groups of contacts, enhancing overall efficiency and productivity.

How to Use

Step 1: Bulk Add, Remove, or Edit Contacts

1. Navigate to the Smart List Page:
   • Go to the Contacts/Smart Lists section.
   • Select the contacts you want to manage by clicking the checkboxes next to each contact, or use the top checkbox to select all.

1. Choose the Bulk Action:
   • Click on the bulk action button and select "Add/Edit to Company."

• Choose the action you want to perform: add, remove, or edit contacts for a company.

1. Select the Company and Apply the Action:
   • Select the company you want to take action on.
   • Confirm the action to add, remove, or update contacts for the selected company.

Benefits

• Streamlined Contact Management: Easily manage large groups of contacts without the need for individual updates, saving time and effort.
• Enhanced Efficiency: Perform bulk actions to quickly add, remove, or edit contacts for companies, ensuring that your contact lists are always up to date.
• Improved Customer Engagement: Efficiently manage company contacts to enhance customer engagement and communication.

FAQ’s

1. What happens when I delete a contact using Bulk Actions?

Deleting a contact will remove them from all areas in Referins, including Conversations, Notes, Opportunities, Tasks, Appointments, Manual Actions, and Campaigns. This action is permanent and cannot be undone.

2. Can I schedule a Bulk Action in drip mode?

Yes, you can schedule a Bulk Action in drip mode. When doing so, the “repeat after” option functions as “run every.” For example, if you set it to process 100 contacts every 5 hours, it will continue in batches until all selected contacts have been processed.

3. How can I bulk manage contacts for companies?

In the Contacts/Smart Lists section, you can bulk add, remove, or edit contacts associated with a company. Simply select the contacts, choose the “Add/Edit to Company” option, select the action you want to perform, and apply it to the chosen company.

4. Can I merge multiple duplicate contacts using Bulk Actions?

Yes, you can merge up to 10 duplicate contacts using the Bulk Actions feature. The system will guide you through selecting and merging contacts, ensuring your contact list remains clean and organized.

5. How does the Bulk Export feature work?

The Bulk Export feature allows you to export selected contact records as a .csv file, which will save to your computer. This is useful for backing up data or migrating contact lists. Select the data under Columns for that data to be exported.

6. What are the benefits of using Bulk Actions for managing company contacts?

Bulk Actions for company contacts streamline the management process, allowing you to quickly update large groups of contacts. This saves time, improves efficiency, and ensures your contact lists are always up to date, leading to better customer engagement.