When you select a group of contacts and perform an action – such as sending an email or SMS, adding contacts to a workflow, or updating tags – Growth360 creates these as bulk actions. You can trigger bulk actions using the Quick Action buttons in your Smart Lists, and monitor or manage them in the Bulk Actions section within the Contacts tab.

Bulk Actions overview page

Quick Action Buttons

The Quick Action buttons appear at the top of your Contacts > Smart Lists view. Select one or more contacts, then click the relevant button to perform a bulk action.

Add Contact

Click the + button at the top left of the contacts page to manually add a new contact.

Add Contact button

Pipeline Change

Quickly add or update the pipeline stage of selected contacts using the Pipeline Change action.

Pipeline Change button

Add to Automation

Add selected contacts to a Campaign or Workflow using the Add to Automation button.

Add to Automation button

Send SMS

Customise and send a text message to a selected group of contacts or a single individual.

Send SMS button

Send Email

Send an email to one or multiple contacts simultaneously.

Send Email button

Add Tag

Apply tags to selected contacts in a single click.

Add Tag button

Remove Tag

Strip tags from a single contact or an entire selected group using the Remove Tag action.

Remove Tag button

Delete Contact

Select the relevant contacts and use Delete Contact to remove them and keep your list clean.

Delete Contact button

Send Review Request

Gather client reviews efficiently by selecting contacts and clicking Send Review Requests.

Send Review Request button

Export Contacts

Download selected contacts to your device using the Export Contacts action.

Export Contacts button

Import Contacts

Upload contacts to the system in bulk using the Import Contacts action.

Import Contacts button

Email Verification

Screen selected contact email addresses for errors using the Email Verification action.

Email Verification button

Add/Edit to Company

Add, edit, or remove contacts from a company record to keep your organisation structure accurate.

Add to Company button

Merge Contacts

When multiple contacts represent the same person, use Merge Contacts to consolidate them into a single record.

Merge Contacts button

Monitoring Bulk Actions

All bulk actions you initiate are recorded in Contacts > Bulk Actions. If no bulk actions have been created yet, this page will be blank.

Filtering Bulk Actions

Date Range

Use the date range filter to view bulk actions within a specific timeframe.

Date Range filter

Filter Menu

Click the Filter drop-down at the top of the table to open filtering options.

Filter dropdown

Action

Filter by action type – such as email/SMS, workflows, opportunities, or tags – to quickly locate a specific bulk action.

Action filter

Status

Filter by delivery stage – in progress, completed, or cancelled – using the Status dropdown.

Status filter

Users

Select a team member from the User dropdown to filter bulk actions by who scheduled them.

Users filter

After selecting your filters, click Apply to update the table.

Bulk Action Table

Action Label

The name given to the bulk action by the user who created it.

Action Label column

Operation

The type of bulk action performed – for example, adding contacts to a workflow or sending an SMS.

Operation column

Status

Shows whether the bulk action is in progress, completed, or cancelled.

Status column

User

Indicates which team member scheduled the bulk action.

User column

Created

The date and time the bulk action was created.

Created column

Completed

The date and time the bulk action finished.

Completed column

Statistics

Click Show Stats to view detailed data. Click any data point to see the contacts in that category – for example, “successful” or “error.” Errors can occur due to invalid email addresses or incorrect phone numbers.

Show Stats

Actions Menu

Click the three dots beside any bulk action to pause or cancel it (if not yet completed).

Pause or cancel a bulk action

Click View Details to open the Bulk Action Card, which shows the bulk action ID, type, name, scheduled start time, mode, elapsed time, and any added tags.

Bulk Action Details card

Frequently Asked Questions

What are the rate limits for bulk actions?

Add in drip mode:

  • 30 sec – 1 min frequency: 1,000 messages per minute
  • 5 min frequency: 4,999 messages per minute
  • 6 – 10 min frequency: 5,000 messages per minute
  • Above 10 min frequency: 10,000 messages per minute

Add all at once / Add all at a scheduled time:

  • Less than 10k contacts: 15,000 contacts per hour
  • 10k – 50k contacts: 6,000 contacts per hour
  • 50k – 70k contacts: 3,000 contacts per hour
  • More than 70k contacts: 1,500 contacts per hour

How far in advance can bulk actions be scheduled?

Bulk actions cannot be scheduled more than 720 hours (approximately 30 days) in advance.