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Overview

How would you like to perform this operation?

Choose how to perform a bulk operation

There are 3 options to perform a bulk operation. 

Enter a List of Email Addresses

Manually enter the email addresses to include in the Bulk Operation. To run a Bulk Operation by entering a list of email addresses:

  1. Go to People > Imports/Bulk Ops
  2. Click + New Bulk OperationEnter a list of email addresses
  3. Click Next Step
  4. Enter one email address per line
  5. Check Add people that are not in your account already to add people to your list, or uncheck it not to add them
  6. Click Next
  7. Select the Automation Actions to apply
  8. Click Next
  9. Click Schedule Operation

Choose a Segment of Existing People

Select a segment of existing people on your list to include in the Bulk Operation. To select a segment of existing people: 

  1. Go to People > Imports/Bulk Ops
  2. Click + New Bulk Operation > Choose a segment of existing people
  3. Click Next Step
  4. Use the people filter to select the segment of people the operation should affect. Leave the filter blank to include your entire list
  5. Click Refresh
  6. Click Next
  7. Select the automation actions to apply
  8. Click Next
  9. Click Schedule Operation

Upload a CSV

Upload a comma-separated value (CSV) file into your account with the email addresses to include in the Bulk Operation.

  1. Go to PeopleImports/Bulk Ops
  2. Click + New Bulk Operation > Upload a CSV
  3. Click Next Step
  4. Click Upload
  5. Select the file from your computer 
  6. Click Next   
  7. Select the automation actions to apply
  8. Click Next
  9. Click Schedule Operation

Need to import your list into Drip? Take a look at our guide about how to import data to Drip.

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