Pick the contacts
Go to CRM > Contacts, open the smart list you want or filter, then tick the contacts (or select all).
CRM› ContactsAdd to workflow
From the bulk actions, choose Add to Workflow, pick the workflow and confirm. You can drip them in batches so they don't all go at once.
Check the workflow is published
Drafts don't run. Publish first.
When it's done
The whole list is in the workflow, going out at a sensible pace.
Did this match what you see?
Next up
People who did this also asked
77
Smart lists: segment your contacts and why it pays
Save a filtered view of your contacts (like 'customers from last year who haven't booked') and message only them.
- 1Why segment
- 2Open contacts and filter
- 3Segments worth saving
10 min · 6 steps
28cheapest work
Win back customers you haven't seen in a while
Reach the people who already know you. Usually the cheapest work you'll get all year.
- 1Build the list
- 2Simple way: tag and follow up
- 3AI way: start an AI campaign
20 min · 4 steps