How do I use bulk actions for contacts in Whippy?

Use bulk actions to update multiple contacts at once, such as adding tags, changing list membership, unsubscribing contacts, or preparing an audience for follow-up.

Before you start

• Use search or filters to narrow the Contacts table to the correct audience.

• Review the selected contacts carefully before confirming a bulk action.

• Confirm you have permission for the action you want to perform.

Steps

1. Open Contacts.

2. Select All contacts.

3. Search or filter to the contacts you want to update.

4. Select the contacts in the table.

5. Open the bulk actions menu.

6. Choose the action you want to perform.

7. Configure any required action details, such as tags, list, or status.

8. Review the selected audience and action summary.

9. Confirm the bulk action.

10. Review the updated contacts or filtered audience after the action finishes.

Tips

• Use filters before selecting contacts so the audience is accurate.

• Prefer small test selections when using a bulk action for the first time.

• Be careful with overwrite actions because they can replace existing values.

• Document bulk updates that affect messaging eligibility or campaign audiences.

Troubleshooting

• If a bulk action is unavailable, review your contact permissions.

• If too many contacts are selected, clear the selection and refine filters.

• If a bulk update changed the wrong contacts, review the filters and restore values where possible.

• If the table does not update immediately, refresh the view and reapply filters.