Bulk Enroll Contacts to a Workflow

Learn more about how to bulk enroll contacts into automations and workflows.

If you wish to Bulk Enroll Contacts into an automation, please contact our Vintory Support team via a Support Ticket or email us at support@vintory.com after completing the following steps:

Step 1: Create your Smart List

1. Create your desired Smart List using the appropriate filters.

Step 2: Make your Smart List global

1. Save the list as a Global View.
   1. Navigate to Contacts and then Manage Smart Lists at the top.
   2. Locate the list you want and select the icon to the right for Share Smart List.
   3. Select Share with all users (Global List) and SAVE it.

Step 3: Contact Support

1. Submit a support ticket or email support@vintory.com with your request.  Please be sure to state the following:
   1. Smart List you wish to use for bulk enrollment.
   2. Instructions on your goal for bulk enrollment and the specific workflow you've created.

Example: Please bulk update the Assigned User to "Anna McDonald" for the following Smart List titled "Re-assign to Anna" using workflow titled "Update User". 

Use Cases for Bulk Enrolling Contacts:

• Bulk updating contact fields
• Bulk creating opportunity cards
• Bulk reassignment of contacts
• Sending internal newsletters
• Creating bulk manual actions
• Lead Nurturing