The ability to select and perform actions on individual contacts, rather than a filtered group, allows you to have more granular control over your contact management. This function is particularly useful when your task pertains to a specific set of contacts, and not a larger, more generalized group. To utilize this function, navigate to the Contact Manager by clicking Contacts > My Contacts. Once you're on this page, look for the checkboxes next to each contact's name. You can select the contacts you want to manage individually by clicking these boxes. As you select contacts, you will notice that the Actions menu will populate with additional items that weren't visible before. These additional actions include but aren't limited to: Sending Emails: Compose a personalized email to the selected contacts directly from the platform. Sending Texts: Write and send a text message to the selected contacts, assuming you have their mobile numbers in the system. Performing Bulk Operations: Apply an action to all selected contacts at once. This could be adding or removing tags, sending them into a campaign, or scheduling a follow-up plan. You can learn more about performing bulk operations by checking out this detailed help article. The capacity to perform actions on individually-selected contacts allows for a high degree of personalization and specificity in your communication and contact management strategy. It provides the flexibility to tailor your actions to meet your specific needs and can be a powerful tool in effective and efficient contact management.

Selecting Contacts

Last updated on May 27, 2023 at 9:20 PM

The ability to select and perform actions on individual contacts, rather than a filtered group, allows you to have more granular control over your contact management. This function is particularly useful when your task pertains to a specific set of contacts, and not a larger, more generalized group.

To utilize this function, navigate to the Contact Manager by clicking Contacts > My Contacts.

Once you're on this page, look for the checkboxes next to each contact's name. You can select the contacts you want to manage individually by clicking these boxes. As you select contacts, you will notice that the Actions menu will populate with additional items that weren't visible before.

These additional actions include but aren't limited to:

Sending Emails: Compose a personalized email to the selected contacts directly from the platform.
Sending Texts: Write and send a text message to the selected contacts, assuming you have their mobile numbers in the system.
Performing Bulk Operations: Apply an action to all selected contacts at once. This could be adding or removing tags, sending them into a campaign, or scheduling a follow-up plan. You can learn more about performing bulk operations by checking out this detailed help article.

The capacity to perform actions on individually-selected contacts allows for a high degree of personalization and specificity in your communication and contact management strategy. It provides the flexibility to tailor your actions to meet your specific needs and can be a powerful tool in effective and efficient contact management.