How do I use bulk actions in campaign analytics?

Use bulk actions in campaign analytics to take action on multiple contacts from a completed campaign at once.

Before you start

• Open a completed campaign with analytics available.

• Use filters or tabs if you want to act on a specific group of contacts.

Steps

1. Open Campaigns.

2. Select the Completed tab.

3. Open the completed campaign you want to review.

4. In the analytics view, select contacts individually or use the top checkbox to select visible contacts.

5. Choose a bulk action, such as creating a new campaign, unsubscribing users, adding contacts to a sequence, or unassigning tags.

6. Review the action before confirming.

7. Apply the bulk action.

Tips

• Combine filters with bulk actions to follow up with specific groups, such as contacts who clicked a link or did not respond.

• Review selected contacts before unsubscribing or changing tags.

• When creating a new campaign from selected contacts, review the audience and message before sending.

Troubleshooting

• If bulk actions do not appear, select at least one contact.

• If select all does not include expected contacts, check whether filters are limiting the list.

• If an action fails, refresh analytics and reselect contacts.