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Adding Contact to a Workflow All at Once. | Content Copilot

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Adding Contact to a Workflow All at Once.

Learn how to efficiently add multiple contacts to a workflow at once for seamless automation.

1. Start by clicking on 'Contacts' to view your contact list.

1 Upload

2. Next, select a contact from the list provided.

2 Upload

3. If more contacts are needed, click to select additional ones.

3 Upload

4. Now, tick the box to select all contacts on this page.

4 Upload

5. Optionally, select all contacts across the system for bulk actions.

5 Upload

6. Click on 'Add to Workflow' to initiate the process.

6 First, click on the element.

7. Next, confirm by clicking 'Ok, proceed.'

7 Then, click on "Ok, proceed".

8. Now, choose the required workflow from the list provided.

8 Click on the element.

9. Following this, select add all at once.

9 Click on the element.

10. Progress by entering a distinctive action name for tracking purposes.

10 Upload

11. To complete, click 'Add to Automation' to complete the workflow setup.

11 Following that, click on "Cancel".

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