Quick Answer
How do you use Bulk Actions in BizStackPro?
Open Contacts or a Smart List, select the contacts you want to work with, choose the appropriate bulk action, complete its settings, and confirm the action. You can then monitor supported bulk requests from Contacts → Bulk Actions.
What Bulk Actions Do
Managing contacts one record at a time can become inefficient when the same action needs to be performed across a larger group.
Bulk Actions let you select multiple contacts and apply a supported action across the group.
Depending on the action, you can update pipeline information, add contacts to campaigns or workflows, send messages, manage tags, export records, import contacts, merge duplicates, connect contacts to companies, and perform other bulk operations.
Bulk Actions can also be monitored after they start so you can review status, statistics, and available controls for the request.
Use Bulk Actions when the same change applies to many contacts
Selecting the correct audience before starting the action can reduce repetitive work and help keep larger contact updates consistent.
Bulk Actions at a Glance
Before You Begin
Review the selected contacts and the action you plan to run before confirming a larger contact update.
- Sign in to your BizStackPro account.
- Open Contacts or the Smart List containing the records you need.
- Confirm the correct contacts are selected before starting the action.
- Review the settings specific to the bulk action you are using.
- Use Drip Mode when supported and appropriate for a larger messaging list.
- Review actions carefully before confirming irreversible changes such as merging records.
Available Bulk Actions
BizStackPro provides several bulk tools for managing groups of contacts.
Pipeline Change
Update opportunity information such as pipeline stage, lead value, and other supported opportunity details.
Add to Campaign or Workflow
Add selected contacts to supported campaigns or automated workflows.
Send SMS or Email
Send supported bulk SMS or email messages using custom content or saved templates.
Add or Remove Tags
Apply or remove contact tags across a selected group.
Delete Contacts
Delete selected contact records when the appropriate permissions are available.
Export Contacts
Export selected contact records to a
.csv file and choose the fields you want
included.
Import Contacts
Use the contact import process to upload larger contact lists.
Send Review Requests
Send supported review requests using scheduling or drip settings when Reputation setup is available.
Merge Duplicates
Merge up to 10 duplicate contact records. The original guide notes that the merge is irreversible.
Add or Edit Company
Assign contacts to a company or update company associations across selected contacts.
Bulk WhatsApp
Run supported WhatsApp campaigns using Meta-approved templates, subject to the messaging limits and rules available for the account.
How to Use Bulk Actions
Select the contacts first, then choose and configure the action you want to perform.
Open Contacts or a Smart List
Go to Contacts and open the main Contacts view or the appropriate Smart List.
Select the Contacts
Use the available checkboxes to select individual contacts or select all when that option is appropriate and available.
Choose the Bulk Action
Click the icon or action control for the bulk operation you want to perform.
Configure the Action
Complete the settings shown in the action's popup or configuration window.
Confirm the Bulk Action
Review the selected contacts and settings, then confirm to start the action.
Consider Drip Mode for larger messaging lists
The original guide recommends using Drip Mode to pace large messaging sends rather than processing the full audience at once.
Manage and Monitor Bulk Actions
Review active and completed requests from the Bulk Actions area.
Open Bulk Actions
Go to Contacts → Bulk Actions.
Filter the Action List
Use available filters to narrow requests by type, user, status, or date range.
Open the Action Menu
Use the three-dot (⋮) menu next to an action to access available controls such as cancel, pause, resume, or revert when those options are supported.
Review Show Stats
Click Show Stats to review available performance information and error details.
How "Repeat after" works in Drip Mode
The original guide explains that Repeat after behaves like run every. For example, a setting of 100 contacts every 5 hours continues processing batches until the selected list is complete.
Bulk Action Best Practices
Frequently Asked Questions
What happens when I delete a contact using Bulk Actions?
Can I schedule a Bulk Action in drip mode?
How do I bulk assign contacts to a company?
How does the Bulk Export feature work?
Can I merge duplicate contacts?
How do I avoid Meta message limits for WhatsApp?
Continue Learning
Continue learning how to configure and use specific Bulk Actions with these related Help Center guides.
