Adding Contacts to a Workflow: Add All at Once | Content Copilot

Adding Contacts to a Workflow: Add All at Once

CoachWorks Marketing simplifies this process, allowing users to efficiently add individual or multiple contacts to specific workflows effortlessly. This guide walks you through the straightforward steps required to integrate your contacts into predefined workflows, enhancing your ability to automate personalized engagement seamlessly.

1. Begin by navigating to your contacts page.

Log into your CoachWorks Marketing account and navigate to your contacts page to view your comprehensive list of contacts.

1 First, click here.

2. Select a particular contact from the list.

Browse through your contacts list and select a particular contact you wish to add to a workflow by clicking on their respective checkbox.

2 Click here.

3. Feel free to add more contacts from the list, if needed.

If you aim to include more than one contact, continue selecting additional contacts as needed.

3 Click on the element.

4. To make it easier, you can select all contacts at once.

For efficiency, especially when dealing with large lists, utilize the option to select all contacts at once.

4 Click here.

5. Next, click 'Add to Workflow'.

With your contacts selected, click on 'Add to Workflow' to start the process of integrating them into your chosen automation sequence.

5 Afterwards, click here.

6. Confirm your action by clicking on 'Ok, proceed'.

A prompt will appear; confirm your intention to add the selected contacts to a workflow by clicking 'Ok, proceed'.

6 Click on "Ok, proceed".

7. Choose a predefined workflow to which you want to add the contacts.

Select the predefined workflow from the dropdown list to which you wish to add the contacts. Ensure this workflow aligns with your marketing objectives for the selected contacts.

7 Click on "Demo".

8. Opt to 'Add all at once' for bulk addition.

Opt for the 'Add all at once' option if you're working with multiple contacts, streamlining their addition to your chosen workflow.

8 Click on "Add all at once".

9. Continue by adding a brief description for this action for easy tracking.

Input a brief description for this action. Descriptive tracking will aid in future reference, allowing for easy identification of the activity in your logs.

9 Next up, click on the element.

10. Click 'Add to Automation' to conclude the inclusion of contacts.

Click 'Add to Automation' to complete the process. This action formally incorporates the selected contacts into the specified workflow.

10 Click on "Add to Automation".

11. To check the progress, click on the link provided.

To ascertain the success of your action or to monitor the progress, click on the provided link which directs you to an overview or detailed log.

11 Following that, click on "Your bulk action has been scheduled. Click here to check the...".

12. To finish things up, Click "Ok".

Once satisfied, conclude the task by clicking "Ok".

12 Once that's done, click on "Ok".

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