How to Manually Add a Group of Contacts to a Workflow

This article outlines the steps for manually adding a group of contacts to a workflow.

Steps:

1. Access Contacts

• Click on 'Contacts' on the left side menu.

2. Select the Contacts You Want to Add to Your Workflow

• Select your 'Clean Deliverability Filter' smart list if you will be sending emails through your workflow.
  • If you haven't created this smart list already, here is our tutorial showing how to set up a clean deliverability smart list: Getting Started With Smart Lists > Setting Up a Smart List
  • This filter helps exclude:
    • Unsubscribed contacts
    • Contacts who marked emails as spam
    • Contacts with previous email bounces ( most commonly due to an invalid email address of a full inbox ).
  • The goal is to send emails only to people who want to receive them.

• If you will not be sending an email through your workflow you could filter contacts by something else, like a Tag for example.
  • Click on 'More Filters' to filter contacts by a specific tag.
  • Enter the word "tag" in the search bar, and select the "Tag" option from the menu.
  • Then, select the tag you want to filter by.

• After you chose your filter ( smart list, tag, etc. ), you can select all contacts on the page by checking the box in the upper left hand corner.
• To select all the contact who meet your filter criteria, even if they are not on the first page, you can select the blue text that says "Select all X records."

3. Initiate Add to Automation

• Click the play button icon at the top to add selected contacts to automation.

4. Name the Bulk Action

• Provide a name for this bulk action (e.g., 'Add to [ Workflow Name ]').
• Ensure the automation type is set to 'Workflow'.

5. Select Your Workflow

• Choose the workflow you want to add contacts to.
• Ensure the workflow is "Published" so it will appear in the list.

6. Set Drip Mode ( Batch Quantity )

• Set the contacts to be added to the workflow in 'drip mode.'

7. Choose Start Date and Time

• Select today's date or a future date for sending emails.
• Specify the time for sending.

8. Set Batch Quantity and Repeat Frequency

• Define how many contacts to add at once (e.g., 5 contacts).
• Set the repeat frequency (e.g., every 1 minute).
• In this example I'm adding 5 contacts t the workflow every one minute. However you can increase the batch quantity if you need to. If you have a brand new email sending subdomain, we do not recommend exceeding:
  • Batch Quantity: 20
  • Repeat After 1 Minute

9. Leave "Send On" and "Process Between Hours" Settings Set to the Defaults

• Do not change these settings to avoid spreading actions across multiple days.

10. Add the Contact to the Workflow

• Click 'Add to Automation' to initiate the process of adding the contacts to the workflow.

11. Check Progress of Bulk Action

• Click 'Check Progress' to view the status of the bulk action.

• You can see stats and details of the action.
• Options available:
  • Pause the action if needed.
  • Cancel the action if you no longer want to proceed.
  • Edit the batch quantity if necessary.

Cautionary Notes:

• Make sure that the contacts you selected are the ones you want to add to the workflow.
• Double-check the start time and batch quantity settings to avoid any errors.