Bulk Actions | SuperCoach CRM

Bulk Actions

Created by: Emma Johnston

Last Updated: January 31, 2023

Introduction / Contacts / SMS and Email / Tags / Pipeline / Workflow / Review Requests / Import Export / Merge / Statistics

Bulk Actions

Using the Bulk Actions features in your Contacts 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 updated feature.

For all bulk actions, click on Contacts. Check the boxes to select required contact records. You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.

Note: Bulk Actions cannot be scheduled to run more than 720 hours in the future (approximately 30 days) and no more than 10 bulk actions can be scheduled at any one time.

Add and Delete Contacts

ADD CONTACT

1. Click on the Add Contact icon.

2. Enter contact information, such as name, email, and phone number.

3. Press Save.

4. Once completed, refresh the page.

DELETE A CONTACT

Deleting a contact will remove them from conversations, notes, opportunities, tasks, appointments, manual actions, and campaigns. This will remove the selected contacts from the system entirely.

1. Click the Delete Contact icon on the top menu bar.

2. In the popup window, click Confirm.

3. Once completed, refresh the page.

Send Text Messages and Emails

SEND SMS

Type out a one-time SMS or select from your templates.

1. Click on the Send SMS icon.

2. Check the information in the pop-up and click on Ok, Proceed.

3. In the pop-up window that appears, create your SMS message or choose a pre-existing template from the dropdown. You can use the icons on the right-hand side of the message editor to add custom values/merge fields, attach a file, or insert emojis.

4. Choose the scheduling for this action. You can choose 'add all at once' to process the action immediately, 'add all at scheduled time' to process the action at one time in the future, or 'add in drip mode' to process is groups/batches.

5. Add an internal reference name in the Action box and click Send SMS. Press OK to close the window.

SEND EMAIL

Type out a one-time email or select from your templates.

1. Click on the Send Email icon.

2. Check the information in the pop-up and click on ú.

3. In the pop-up window that appears, create your email message or choose a pre-existing template from the dropdown. Use the options on the message editor to insert custom values, format your message, add hyperlinks or trigger links, insert images, or attach files.

5. Add an internal reference name in the Action box and click Send Email. Press OK to close the window.

Add and Remove Tags

ADD OR REMOVE TAGS

Apply or remove one or multiple tags from the selected contacts.

1. Click on the Add Tag icon or Remove Tag icon.

2. In the pop-up window that appears, type in a keyword and select one or more tags to apply or remove.

3. Depending on the option selected, click Add or Remove to confirm your changes.

Click here for more information about tags.

Pipeline Change

PIPELINE CHANGE

Add/Update the Opportunity for multiple Contacts. Choose a pipeline, stage, opportunity, lead value, and more.

1. Click on the Pipeline Change icon.

2. In the window that pops up, choose a pipeline, stage, opportunity, lead value, opportunity status, and more.

3. Click Add/Update Opportunity to confirm your changes.

Click here for more information about opportunities and pipelines.

Add to Workflow

ADD TO WORKFLOW

Choose a workflow to bulk-add contacts into. A workflow must be published. You can change a workflow from draft to published in Automations > Workflows.

1. Click on the Add to Workflow icon.

2. Check the information in the pop-up and click on Ok, Proceed.

3. Choose the required workflow from the dropdown list or search for the workflow by name.

5. Add an internal reference name in the Action box and click Add to Workflow/Campaign. Press OK to close the window.

Click here for more information about workflows.

Review Requests

SEND REVIEW REQUESTS

Send a review request to contacts to complete a Google review or Facebook review.

1. After you've selected the contacts, click on the Send Review Requests icon.

2. A popup window will appear, giving you a preview of the Contacts to be exported. Click Ok, Proceed.

3. From the dropdown menu, select whether you want to send them an email or SMS message.

5. Enter a description for the action (to be shown in the tracking report).

6. Click Send Review Request and then press OK to close the window.

Import and Export Contacts

EXPORTING CONTACTS

Export a list of selected contact records from the system into a CSV file that will save to your computer.

1. Click on Columns and select all of the data types that you want to export.

2. After you've selected the contacts, click on the Export Contacts icon.

3. A popup window will appear, giving you a preview of the Contacts to be exported.

4. Click Export Contacts and a CSV file will download to your computer.

IMPORTING CONTACTS

1. Click on the Import Contacts icon.

2. A popup window will appear. To upload a CSV file, click Select File or drag-and-drop the list.

3. Map the fields (such as first name, surname, and email) to your CSV columns. Click Continue.

4. Check the field mapping preview and confirm mappings. Click Continue.

5. Select duplicate strategy (how you would like to handle any duplicates). Click Continue.

6. Add additional tags and click Done. Do NOT click out of the screen while the import is happening.

7. Once completed, refresh the page to check that the list of contacts was successfully imported.

Click here for full details about how to import contacts.

Merging Contacts

MERGING CONTACTS

If you have duplicate contacts, you can merge them together. You can merge up to 10 contacts at a time.

1. Select the contacts you want to merge (select anywhere from 2-10). Click the Merge button from the menu at the top of the Contacts page. Note: You can use the quick search to find them by name, etc.

2. In the popup window, the contact data for selected contacts will appear. Choose the Master Record for the default. You may choose Select All or click specific buttons to choose the email, phone number, etc. to keep for the remaining/newly merged record. Once you've chosen the data you wish to keep, type CONFIRM in the box on the bottom right, and click Resolve.

Note: This action cannot be reversed.

Bulk Actions

SEE BULK ACTIONS

To see bulk actions, click on Contacts > Bulk Actions. You can use the filters at the top of the page to filter by action type, user, and status (such as any status, queued, processing, completed, canceled, pause). You can also change the date range in the top right corner.