An overview of the bulk actions available in the Contacts area of ZipLeads. This article will cover selecting a group of contacts and then sending bulk communications (e.g., A bulk SMS), requesting reviews, managing companies and opportunities, triggering automations, adding or removing tags, exporting, merging and deleting.
Before you start
A ZipLeads phone number for SMS, and a verified sending email for bulk email
A WhatsApp integration with a Meta-approved template, if you want to send bulk WhatsApp messages
Reputation management set up if you want to send review requests
1. Select the contacts you want to target
Go to the Contacts tab.
To target everyone, tick the check box next to Contact Name in the column header.
To target a smaller group, click Advanced Filters and build your filter first (for example, all leads with an Open status), then tick the header check box.
Tip: Advanced Filters is the quickest way to target a segment such as all open status leads. Ticking the header check box only selects the current page - click All Contacts Selected to include every contact that matches, not just the first page.
2. Open the bulk actions menu
With your contacts selected, a row of actions appears above the list. ZipLeads suggests the actions you use most (such as Export, Trigger Automation, Send Email, Add Tags and Delete). Click More to see the full list of bulk actions.
3. Send a bulk SMS
Choose Send SMS from the menu, then in the Bulk SMS window:
Type an Action Name describing what the SMS is regarding.
Pick your ZipLeads number under From Phone Number.
Either choose a template under Pick an SMS Template, or type into the Message box.
Use custom values (for example
{{contact.first_name}}) to personalise the message.
Tip: Custom values such as the contact's first name make the message feel personal. For example, "Hi Sarah" rather than "Hi".
4. Choose when the SMS goes out and send
Under Mode, choose Send All at Once, Send at Scheduled Time, or Send in Drip Mode.
For drip mode, set the start date and time, the number of contacts per batch, how often it repeats (days or hours), the days of the week it can run, and a time window (for example business hours only).
Tick the confirmation check box to confirm the contacts have consented to hear from you, then click Send SMS.
5. Send a bulk email
Choose Send Email from the bulk actions menu. Read the Confirm Recipient List notice - the send happens over a period of time depending on how many emails you are sending - then click Confirm and Proceed.
6. Fill in the bulk email details
In the Bulk Email window:
Enter an Action Name describing what the email is regarding.
Add a From name and From Email, for example your business name and business email. You can insert custom values here too.
Enter a Subject and, optionally, Pre-header (Preview Text).
Under Create Email, choose Quick Compose to type the message, From Smart Builder to design it, or Select Existing Template to use a template you built in Marketing > Emails > Templates.
7. Schedule and send the email
Choose the sending mode: all at once, at a scheduled time, or in batch mode on the schedule you set.
Use Review Campaign to check the campaign (and send yourself a test) before sending.
When you are happy, click Send Email and confirm.
Tip: Always test the email and review the campaign before sending to the full list.
8. Send a bulk WhatsApp message
Choose Send WhatsApp from the bulk actions menu. It works like bulk SMS: enter an Action Name, choose your WhatsApp phone number and a WhatsApp template, optionally set a fallback SMS number, then pick your sending mode and confirm.
Watch out: You need a WhatsApp integration connected and a template approved by Meta before you can use this.
9. Send bulk review requests
Choose Request Reviews from the bulk actions menu. In the Bulk Review Request window, enter an Action Name (for example "bulk client review request"), then pick SMS Review Request, Email Review Request or WhatsApp Review Request under Review Request Options and click Send Review Request.
Tip: The content sent is based on what you have set up in reputation management.
10. Add or remove contacts from a company
Choose Manage Companies from the bulk actions menu. In the Update/Remove contacts from company window, pick Add/Update to company or Remove from company, enter an Action Name, choose the company, then click Confirm.
Tip: Most useful for B2B accounts, where you segment leads by their organisation. If a contact is already linked to a company, this action overrides and updates that company.
11. Add contacts to a pipeline with Manage Opportunities
Choose Manage Opportunities from the bulk actions menu. In the Add/Update Opportunity window:
Enter an Action Name.
Choose the pipeline under Select Pipeline, then the pipeline stage.
Use + Add Fields to update extra details such as Status, Opportunity Value, Owner or Opportunity Source.
Click Add/Update Opportunity.
12. Trigger an automation for the selected contacts
Choose Trigger Automation from the bulk actions menu. In the Add to Automation window:
Enter an Action Name, for example "bulk adding leads to January Nurture".
Leave Automation Type as Workflow.
Pick the workflow from the Workflow dropdown.
Choose Send All at Once, Send at Scheduled Time or Send in Drip Mode, then click Add to Automation.
13. Add or remove tags in bulk
Choose Add Tags from the bulk actions menu, enter an Action Name, pick one or more tags under Tags, then click Add Tags.
To strip tags instead, choose Remove Tags, select the tags and click Remove Tags.
14. Export the selected contacts
Choose Export from the bulk actions menu, then click Export in the Bulk Export window to download the selected contacts as a CSV.
Tip: Export files stay available for 30 days and you get a push notification when the file is ready.
15. Merge duplicate contacts
Choose Merge from the bulk actions menu to combine up to 10 selected contacts into one master record, choosing which values to keep.
Tip: Merging is covered in detail in a separate video.
16. Bulk delete contacts
Choose Delete from the bulk actions menu, type DELETE in the confirmation field, then click Delete.
Tip: Deleted contacts can be restored within 2 months.
Watch out: Use with caution. Deleting also removes conversations, notes, opportunities, tasks, appointments and documents, and stops active campaigns and workflows for those contacts.
Notes
We do not recommend using emojis in your bulk SMS actions as this will increase your usage costs.
Click here for a detailed breakdown of your ZipLeads usage pricing for SMS and Email.