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Bulk Actions - Campaigns and Workflows
Use Bulk Actions in BizStackPro Contacts and Smart Lists to apply actions to many contacts at once — including adding contacts to a workflow (automation) with flexible scheduling options.
Updating Large Contact Lists Without Editing Every Contact Manually
Managing large contact databases can quickly become overwhelming when businesses need to trigger workflows, apply changes, or launch automations across hundreds or thousands of contacts individually.
BizStackPro Bulk Actions allow users to select filtered contacts or Smart Lists and apply workflow automations, tags, messaging actions, and scheduled processing to many contacts at once.
Without understanding how bulk actions and drip scheduling work, businesses may accidentally trigger automations too aggressively, overload communication systems, target the wrong contacts, or create workflow timing issues.
This guide explains how to use Bulk Actions with workflows and campaigns, select contacts safely, schedule automations, and control large-scale processing using drip mode inside BizStackPro.
Before running large workflow actions, it helps to understand how Smart Lists, contact filters, bulk selections, workflow scheduling, and drip mode batching work together inside BizStackPro automation systems.
Overview
Bulk Actions help you make one-time changes across a group of contacts without editing each record manually. One of the most common uses is adding selected (or all) contacts into a workflow (automation).
This guide shows you how to select contacts, open Bulk Actions, choose Add to automation, and pick the right scheduling option: all at once, scheduled time, or drip mode batching.
Good to know: “All contacts” can mean two different things: the contacts visible on your current page, or all contacts in your filtered list. Make sure you’re choosing the option you actually want before you run the action.
What You Can Do
- Select specific contacts, all contacts on the page, or all contacts in BizStackPro.
- Add contacts to a workflow using Add to automation.
- Run the action immediately, schedule it, or process in batches with Drip mode.
Step 1: Choose Your Contacts
Start in your Contacts (or Smart Lists) area and select the records you want to update.
- Navigate to Contacts (or open a Smart List).
- Use the checkboxes to select one or more contacts.
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To select more contacts:
- Use the top checkbox to select all contacts shown on the current page.
- Click the hyperlink option (when shown) to select all contacts in BizStackPro.
Tip: Selecting “all contacts in BizStackPro” applies to your entire filtered list — not just what’s visible on the current page.
Step 2: Add Contacts to a Workflow (Automation)
After selecting contacts, use the Bulk Actions toolbar to add them into a workflow.
- Click the Add to automation icon in the Bulk Actions toolbar.
- Select the workflow you want from the dropdown list.
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Choose when the bulk action should run:
- Add all at once: runs immediately.
- Add all at scheduled time: runs once at the selected future time.
- Add in drip mode: runs in batches until all contacts are processed.
Drip Mode Note: “Repeat after” does not restart the entire bulk action. It sets the interval for each batch until all selected contacts are completed.
Example: If drip mode is set for 100 contacts every 5 hours and you select 780 contacts, BizStackPro processes 8 batches (7 × 100 and 1 × 80) at that interval until finished.
Automate follow-up at scale
Bulk Actions make it easy to move entire segments into workflows—without clicking through contacts one by one. Use scheduling or drip mode to control delivery and system load.
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Frequently Asked Questions
How do I select all contacts when using the bulk action feature?
Check the box at the top of the contacts list to select all contacts on the current page. If you want everything in the filtered list, click the hyperlink option to select all contacts in BizStackPro.
What actions can I perform using the bulk action feature?
Using the bulk action feature, you can add contacts to a workflow, send messages, assign tags, and more, all at once for the selected contacts.
How do I add contacts to a workflow using bulk actions?
After selecting your contacts, click on the Add to automation icon, choose a workflow from the dropdown list, and then select the scheduling option for when you want the contacts added.
What does “drip mode” mean when scheduling a bulk action?
Drip mode allows you to process the action in groups or batches rather than all at once. For example, you can set the system to add a specific number of contacts to a workflow every hour.
Does the “repeat after” option in drip mode repeat the entire process?
No. In drip mode, “repeat after” does not repeat the entire process. It sets the interval at which each batch is processed until all selected contacts are completed.
Build smarter automations with BizStackPro
Bulk Actions and workflows are powerful when your system is set up right. Review plans and features so you can build follow-up that scales—while controlling timing with scheduled runs or drip mode batches.
Segment faster. Automate cleaner.
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