coreILLA - Contacts Bulk Actions
Managing contacts efficiently is crucial for effective CRM usage. coreILLA offers robust bulk actions to streamline contact management, allowing you to perform operations on multiple contacts simultaneously, saving time and effort.
Organize your contacts by adding or removing tags in bulk. This helps in categorizing and segmenting contacts for targeted communication. Ensure the following steps to Add or Remove Tags for bulk contacts:
Once logged in to your coreILLA account navigate to contacts:
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Click on the desired contacts you want to perform the action on or by clicking on the highlighted section select all of them.
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Once selected, click on the following "Add Tag" Icon button from the top and proceed further:
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Next type the name of the tag you want to add.
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Next enter a description for this action that you are performing.
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Click on Add to complete the action.
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Check on the desired contacts
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Click on highlighted icon "Remove Tag" from the dashboard above.
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Type the name of the tag you want to remove.
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Click on the tag from the drop down menu.
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Next enter a description for this action that you are performing.
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Click on Remove to complete the action.
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Communicate with multiple contacts at once by sending bulk emails or SMS messages. This is ideal for marketing campaigns, announcements, or updates.
## # Sending out Bulk Emails from Contacts
After navigating into the contact feature, select the no. of contacts you want to send an email too.
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Click on the highlighted button "Send Email"
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Click on Ok, proceed
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Now either you can select an already build email from the templates or you can create an email from the scratch right here.
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Fill in the details as required.
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Now you can send the email in three different ways: Send all at once/Send all at a schedule time/Send in drip mode.
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Click on Send Email to perform the action.
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Select the no. of contacts you want to perform the action on.
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Click on the highlighted button "Send SMS" to proceed.
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Click on Ok, proceed
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Type the SMS that you want to send.
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You can select any SMS template that you already created.
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Next enter a description for this action that you are performing.
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Click on Send SMS to complete the action
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Add multiple contacts to an automation workflow in coreILLA efficiently. This enables you to manage large groups of contacts simultaneously, ensuring they receive the same automated actions without needing individual setup. This approach streamlines your processes and enhances the consistency of your campaigns.
After navigating to the contact feature in your account, select all the different contacts that you want to add manually in an automation
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Click on the highlighted button "Add to Automation" to proceed.
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Click on Ok, proceed
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Select the workflow that you want to add these contacts too.
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Next select how you want to add these contacts and enter a description for this action that you are performing.
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Click on Add to Automation to complete the step.
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Add multiple contacts to a pipeline in coreILLA seamlessly. This ensures that large groups of contacts are simultaneously moved into the appropriate stages of your sales process, streamlining management and tracking of leads without the need for individual updates. This approach enhances efficiency and keeps your sales pipeline organized.
Select the no. of contacts you want to add to a pipeline.
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Click on the highlighted button "Pipeline Change"
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Fill in the relevant details to complete the step.
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Click on Add/Update Opportunity to complete the step.
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Add or Remove Tags
Organize your contacts by adding or removing tags in bulk. This helps in categorizing and segmenting contacts for targeted communication. Ensure the following steps to Add or Remove Tags for bulk contacts:
Once logged in to your coreILLA account navigate to contacts:
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Click on the desired contacts you want to perform the action on or by clicking on the highlighted section select all of them.
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Once selected, click on the following "Add Tag" Icon button from the top and proceed further:
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Next type the name of the tag you want to add.
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Next enter a description for this action that you are performing.
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Click on Add to complete the action.
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Removing Tags:
Check on the desired contacts
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Click on highlighted icon "Remove Tag" from the dashboard above.
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Type the name of the tag you want to remove.
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Click on the tag from the drop down menu.
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Next enter a description for this action that you are performing.
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Click on Remove to complete the action.
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Send Bulk Emails or SMS
Communicate with multiple contacts at once by sending bulk emails or SMS messages. This is ideal for marketing campaigns, announcements, or updates.
## # Sending out Bulk Emails from Contacts
After navigating into the contact feature, select the no. of contacts you want to send an email too.
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Click on the highlighted button "Send Email"
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Click on Ok, proceed
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Now either you can select an already build email from the templates or you can create an email from the scratch right here.
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Fill in the details as required.
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Now you can send the email in three different ways: Send all at once/Send all at a schedule time/Send in drip mode.
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Click on Send Email to perform the action.
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Sending out Bulk SMS
Select the no. of contacts you want to perform the action on.
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Click on the highlighted button "Send SMS" to proceed.
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Click on Ok, proceed
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Type the SMS that you want to send.
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You can select any SMS template that you already created.
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Next enter a description for this action that you are performing.
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Click on Send SMS to complete the action
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Add to Automation
Add multiple contacts to an automation workflow in coreILLA efficiently. This enables you to manage large groups of contacts simultaneously, ensuring they receive the same automated actions without needing individual setup. This approach streamlines your processes and enhances the consistency of your campaigns.
After navigating to the contact feature in your account, select all the different contacts that you want to add manually in an automation
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Click on the highlighted button "Add to Automation" to proceed.
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Click on Ok, proceed
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Select the workflow that you want to add these contacts too.
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Next select how you want to add these contacts and enter a description for this action that you are performing.
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Click on Add to Automation to complete the step.
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Add to Pipeline
Add multiple contacts to a pipeline in coreILLA seamlessly. This ensures that large groups of contacts are simultaneously moved into the appropriate stages of your sales process, streamlining management and tracking of leads without the need for individual updates. This approach enhances efficiency and keeps your sales pipeline organized.
Select the no. of contacts you want to add to a pipeline.
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Click on the highlighted button "Pipeline Change"
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Fill in the relevant details to complete the step.
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Click on Add/Update Opportunity to complete the step.
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Updated on: 07/22/2024
Thank you!