Contactually

Mass adding contacts to a program

Last Updated: Jan 05, 2017 04:13PM EST


How to add multiple contacts into a program at once

There are two ways to add multiple contacts into a program at once. Both options use the Contacts tab.

Option 1: Bulk add contacts directly into the program

 

1. Go to the Contacts tab and search or filter for the contacts you want to add to the program. You can tick a contact's checkbox, search again and tick another contact's checkbox, and both checkboxes will remain ticked so that you can log the interactions for multiple contacts at once.

2. A menu bar with options will appear at the bottom of the screen. Click "More..."



3. ​Click Programs.



4. Select the program you want to add the contacts to.



5. A notification will show how many contacts were successfully added to the program.


 

Contacts can be in only one program at a time. If some of the selected contacts are currently enrolled in a program, you'll see a horizontal line inside the program's checkbox. Clicking the horizontal line will change it to a checkmark and enroll the remaining contacts in the program. The contacts already enrolled will continue in the program from the step they're currently on. Newly-enrolled contacts will begin the program from the first step.



Ticking the checkbox of a different program will add all selected contacts to that program and remove contacts from any other program in which they were enrolled.

You can confirm contacts have been added or removed from a program by going to the Programs tab, clicking the program name, and clicking the small Contacts tab.




Option 2: Bulk add contacts into a bucket with the program attached

1. Ensure the program you want to add contacts to has a bucket attached. Go to the Programs tab.

2. Click the name of the program you want to add contacts to.

3. Click Edit at the top right.

4. Look under Triggers, which is below Goal. If the appropriate bucket is already attached to the program, go to step 6.

If not, click "+ Add bucket" and select the bucket you want to attach to the program. This will make it so that any contacts added to the bucket from this point forward will be automatically enrolled in the program. (Contacts already in the bucket will not be automatically enrolled in the program. If you want those contacts to be enrolled in the program, use Option 1 above on this page for bulk adding contacts to a program.)

5. Click Save.

6. 
Go to the Contacts tab and search or filter for the contacts you want to add to the program. You can tick a contact's checkbox, search again and tick another contact's checkbox, and both checkboxes will remain ticked so that you can log the interactions for multiple contacts at once.

7. A menu bar of options will appear at the bottom of the screen. Click Edit Buckets.

8. Tick the checkbox of the bucket with the attached program. 
If some of the selected contacts are already in the bucket, you'll see a horizontal line inside the bucket's checkbox. Clicking the horizontal line will change it to a checkmark and place the remaining contacts in the bucket.

If you see a horizontal line and the bucket and program were already attached when you checked during step 4, any of the selected contacts already in the bucket will continue in the program from the step they were already on. Newly-enrolled contacts will begin the program from the first step.

If you see a horizontal line and had to attach the bucket to the program in step 4, any of the selected contacts who were already in the bucket will not be automatically enrolled. You will need to add them to the program via Option 1 above on this page. Clicking the horizontal line will change it to a checkmark and place the remaining contacts in the bucket. These newly-bucketed contacts will be automatically enrolled in the program.

Contacts can only be in one program at a time. If a contact is already in a bucket with a program attached, adding that contact to a different bucket with a different program attached will override the first program. In other words, the contact will be 
removed from the other program and be enrolled in the second program. It will not, however, be removed from the bucket. A contact can be in multiple buckets but not multiple programs.

9. Click Save.


Related articles


How to create a Program
How to add contacts to a Program
How to delete a Program

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