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Bulk actions

How to tag, message or delete many contacts at once

In Contacts › Smart Lists, check the boxes next to the contacts and use the action bar at the top to add or remove tags, send SMS or email, or delete. Track the result in Contacts › Bulk Actions.

Updated on

Before you start

  • You need access to Contacts. To delete contacts you must be an admin.
  • To send SMS or email, that channel must be set up on your account (phone number or email service).
  • Only send bulk messages to contacts who agreed to hear from you: bought or unconsented lists hurt delivery and your sending reputation.
Where to find it

Contacts › Smart Lists › select contacts › action bar

Step by step

Select the contacts

  1. In the left menu, click Contacts and open the Smart Lists tab (or the smart list with the group you want).
  2. Check the box to the left of each contact, or check the header box and choose Select All Contacts.
  3. An action bar appears above the table.

Add or remove tags

  1. With the contacts selected, click the Add Tag icon (or Remove Tag).
  2. Name the action in Action Name (for example, "Tag VIP October") so you can recognize it later.
  3. In the Tags field, pick one or more tags. To clear every tag from the selected contacts, check Remove all tags.
  4. Click Add Tags (or Remove Tags). Adding tags doesn't remove the tags contacts already have.

Send SMS or email

  1. With the contacts selected, click the SMS or Email icon.
  2. Write the message (or pick a template) and name the action.
  3. Under Delivery Method, choose to send all at once or Send in Drip Mode (in batches). In drip mode, set:
    • Start On: date and time of the first batch;
    • Batch Quantity: contacts per run (1 to 10,000);
    • Repeat After: time between batches (minutes, hours or days);
    • optionally, the days of the week and hours when sending is allowed.
  4. Review the estimated duration and confirm.

Delete contacts (admins)

  1. With the contacts selected, click the Delete icon (trash can).
  2. Type DELETE in the confirmation box and confirm.
  3. Deleted contacts can be restored for 60 days.

Track the result

  1. After confirming any action, click Check Progress, or go to Contacts › Bulk Actions.
  2. Find the action by name and check its status (Queued, Processing, Complete, Paused, Cancelled).
  3. Click Show Stats to see successes and errors and download the error log.
  4. For sends that are running or scheduled, use the row's three-dot menu to Pause, Edit the schedule or Cancel. Anything already sent stays sent.

Tips

  • To reach an exact group, first create a smart list with the right filters, then select all its contacts.
  • Export your contacts before deleting them in bulk, so you have a backup.
  • Sending large volumes in batches protects message delivery and respects the sending hours you set.

Common problems

  • The action bar doesn't appear → No contacts are selected yet. Check at least one box.
  • I don't see the delete icon → Only admins can delete contacts. Ask an admin.
  • I tagged the wrong contacts → This action can't be undone automatically. Select the same contacts and use Remove Tag with that tag.
  • Some sends failed → In Contacts › Bulk Actions, open Show Stats and download the error log to see the reason for each contact (for example, no phone number or no email).
  • I selected all but only the current page was included → Use the header box and choose Select All Contacts, not just the current page.

Frequently asked questions

Which bulk actions can be undone?

Only contact deletion can be reversed (with Restore, within 60 days). SMS/email sends and tag additions can't be restored.

Can I change the batch size after sending has started?

Yes. Edit the action in Contacts › Bulk Actions: the next unsent batch uses the new quantity.

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