# Workflow Automation & Drip Campaigns > **Source**: [SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A) > >
Build drip campaigns, set up auto-trigger sequences, create workflows with goals and tracking, and use bulk actions to automate repetitive contact management tasks in SendX.
## Browse Collection 1. [Creating Automated Email Marketing Workflows for Subscriber Conversion Using SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/HHlxWpw5w7cWKEHzHwPyLA.md) (Video) 2. [Creating and Customizing a Drip Campaign in SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/VWhXuOSoDFP6zv1u4g7DXA.md) (Video) 3. [Creating Personalized Email Workflows Using Custom Event Data](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/3JmElhg3VacL73C99NtoTA.md) (Video) 4. [Editing and Organizing Email Campaigns and Workflows for a Webinar and Course Engagement Strategy](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QrJIulJ58ckuDeBTvmRmEg.md) (Video) 5. [Creating and Managing Auto Trigger Campaigns on SendX](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/11vLeeFP6ruJoLs6Pfp5gg.md) (Video) 6. [Executing Bulk Actions and Managing Contacts in Automation Tool.](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ.md) (Video) 7. [How to setup a new workflow?](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/bQs8W5TMLaQ8faSNAiJDpg.md) (Video) 8. [Analyzing Workflow Reports and Stats](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/q9Wek6C8vWk8WUjlaBt83Q.md) (Video) 9. [Editing and maintaining History of a Workflow](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/NqvvcsnfNvlO0JH8BKKKrg.md) (Video) 10. [Setting Goals and Activating a Workflow for Tracking Contact Progress](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/QUn7nLtZBthGcP2iOvOL8g.md) (Video) 11. [Setting Up Triggers for Drip Campaign Subscriptions: Direct, Indirect, and Workflow Methods](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/elySUUmmVvBrRC8ubwhQCg.md) (Video) 12. [Analyzing and Reporting on Drip Campaign Performance](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/0cypZhJdGd4G3GvGG7IePQ.md) (Video) 13. [How to Automatically Stop a Drip Campaign When a Subscriber Replies](https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/5171syt9lCSEsqVfBRCbqQ.md) (Video) --- # VIDEO: Executing Bulk Actions and Managing Contacts in Automation Tool. ## METADATA - id: LpTj2oo28OHieTBKlV1bWQ - type: video - source: SendX - content_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ - collection_url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A ## TRANSCRIPT - time: 00:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=0 text: Bulk actions allow you to perform multiple - time: 00:02 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=2 text: operations on large groups of contacts at once - time: 00:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=5 text: rather than updating them individually. - time: 00:07 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=7 text: You can target contacts from multiple sources, - time: 00:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=10 text: lists, - time: 00:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=11 text: segments, - time: 00:11 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=11 text: or tags, - time: 00:12 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=12 text: and apply several actions to them - time: 00:14 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=14 text: in a single bulk action. - time: 00:16 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=16 text: In this video, - time: 00:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=17 text: let's see how to perform bulk actions - time: 00:19 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=19 text: and manage contacts in the Automate section. - time: 00:24 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=24 text: In the navigation bar, - time: 00:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=25 text: click on "Automate." - time: 00:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=28 text: From the drop-down menu, - time: 00:29 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=29 text: select "Bulk Actions." - time: 00:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=33 text: On the bulk actions page, - time: 00:34 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=34 text: click "Run Bulk Action." - time: 00:37 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=37 text: You can target contacts from multiple sources, - time: 00:40 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=40 text: lists, - time: 00:41 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=41 text: segments, - time: 00:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=42 text: or tags as triggers for your bulk action. - time: 00:46 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=46 text: These actions can be performed in bulk, - time: 00:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=49 text: might homier. - time: 00:54 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=54 text: Add or remove contacts to a tag, - time: 00:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=56 text: Subscribed to a list, - time: 00:58 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=58 text: remove contacts from a list, - time: 00:59 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=59 text: delete contacts permanently, - time: 01:01 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=61 text: Unsubscribe contacts, - time: 01:03 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=63 text: Added or removed from a drip campaign, - time: 01:05 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=65 text: Marked as Bounced. - time: 01:07 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=67 text: Each bulk action can be applied to contacts from any list, - time: 01:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=70 text: segment, - time: 01:10 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=70 text: or tag in your account. - time: 01:13 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=73 text: In the modal, - time: 01:14 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=74 text: enter the name in the bulk action name field. - time: 01:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=77 text: Bulk actions in SendX use a powerful trigger-and-action system - time: 01:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=81 text: that lets you combine multiple sources - time: 01:23 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=83 text: and multiple operations - time: 01:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=85 text: in a single bulk action. - time: 01:27 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=87 text: You can select multiple triggers, - time: 01:29 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=89 text: and the bulk action will apply to contacts in ANY of these. - time: 01:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=93 text: In the modal, - time: 01:34 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=94 text: click on the list selection field under Contacts. - time: 01:39 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=99 text: Wait for the options to load in the dropdown menu. - time: 01:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=102 text: Click on add contact group in the modal. - time: 01:46 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=106 text: Select the list option again. - time: 01:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=109 text: Click on the list selection field under Contacts once more. - time: 01:54 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=114 text: In the modal, - time: 01:55 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=115 text: select the "Status" tag from the dropdown menu under "Tag." - time: 02:01 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=121 text: Choose "Delete contact" from the list of actions. - time: 02:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=126 text: Click on "Add Action Group" - time: 02:08 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=128 text: mark menaram. - time: 02:14 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=134 text: Select "Added Tag" from the list of actions. - time: 02:17 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=137 text: Choose an option from the "Removed Tag" dropdown menu. - time: 02:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=142 text: Select an option from the "Removed Tag." - time: 02:28 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=148 text: Click the "Add Action Group" button in the modal to add more actions if needed. - time: 02:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=153 text: Please note Bulk actions for deleting contacts - time: 02:36 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=156 text: and unsubscribing contacts are irreversible. - time: 02:39 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=159 text: Once started, - time: 02:40 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=160 text: they cannot be cancelled. - time: 02:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=162 text: To view the process and update in the navigation bar, - time: 02:45 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=165 text: click on "Audience." - time: 02:48 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=168 text: From the audience dropdown, - time: 02:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=169 text: select "Lists." - time: 02:54 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=174 text: View the lists page - time: 02:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=176 text: with a notification confirming the bulk action completion. - time: 03:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=180 text: Click on the "Audience" dropdown in the navigation bar. - time: 03:04 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=184 text: We can see the bulk action is successfully completed. - time: 03:07 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=187 text: All the contacts associated with the tag status have been removed. - time: 03:12 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=192 text: Let us now see how to rerun a bulk action. - time: 03:14 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=194 text: Click on the highlighted area in the "Automate" dropdown. - time: 03:19 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=199 text: In the bulk action section, - time: 03:21 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=201 text: click on the three-dot - time: 03:22 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=202 text: menu. - time: 03:24 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=204 text: Select info - time: 03:25 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=205 text: from the dropdown menu - time: 03:27 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=207 text: to confirm the triggers and actions we'd created. - time: 03:31 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=211 text: This history shows completed actions - time: 03:33 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=213 text: and any that may be in progress, - time: 03:35 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=215 text: helping you track what changes you've made to your database over time. - time: 03:42 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=222 text: In the bulk actions page, - time: 03:43 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=223 text: click the highlighted area next to the delete all Contacts entry. - time: 03:49 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=229 text: Select "Run Again" from the dropdown menu that appears. - time: 03:53 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=233 text: To rerun a bulk action, - time: 03:54 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=234 text: click on "Run Bulk Action" - time: 03:56 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=236 text: in the navigation bar. - time: 03:59 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=239 text: That's it. - time: 04:00 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=240 text: You've successfully learned how to run bulk actions. - time: 04:02 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=242 text: You can now manage and update large groups of contacts quickly - time: 04:06 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=246 text: and efficiently - time: 04:07 url: https://video.sendx.io/2yEfAol6fQ2Rby6QGrUR4A/LpTj2oo28OHieTBKlV1bWQ?start_time=247 text: with just a few clicks. ## SUMMARY # How to Perform Bulk Actions and Manage Contacts Bulk actions allow you to perform multiple operations on large groups of contacts at once rather than updating them individually. You can target contacts from multiple sources, lists, segments, or tags and apply several actions to them in a single bulk action. In this guide, we'll walk you through the steps to perform bulk actions and manage contacts in the automate section. ## Step-by-Step Guide to Performing Bulk Actions 1. **Access the Automate Section:** - In the navigation bar, click on **Automate**. - From the drop-down menu, select **Bulk Actions**. 2. **Initiate a Bulk Action:** - On the bulk actions page, click **Run Bulk Action**. - You can target contacts from multiple sources, lists, segments, or tags as triggers for your bulk action. 3. **Choose Actions:** - These actions can include adding or removing contacts to a tag, subscribing to a list, removing contacts from a list, deleting contacts permanently, unsubscribing contacts, adding or removing from a drip campaign, or marking as bounced. - Each bulk action can be applied to contacts from any list, segment, or tag in your accounts. 4. **Configure the Bulk Action:** - In the modal, enter the name in the **Bulk Action Name** field. - Select multiple triggers, and the bulk action will apply to contacts in any of these. - Click on the list selection field under contacts and wait for the options to load in the drop-down menu. - Click on **Add Contact Group** in the modal and select the list option again. - Select the status tag from the drop-down menu under tag. - Choose **Delete Contacts** from the list of actions. - Click on **Add Action Group** and select **Added Tag** from the list of actions. - Choose an option from the **Remove Tag** drop-down menu. - Click the **Add Action Group** button in the modal to add more actions if needed. 5. **Important Note:** - Bulk actions for deleting contacts and unsubscribing contacts are irreversible. Once started, they cannot be cancelled. 6. **View the Process and Updates:** - In the navigation bar, click on **Audience**. - From the audience drop-down, select **Lists**. - View the lists page with a notification confirming the bulk action completion. 7. **Rerun a Bulk Action:** - Click on the highlighted area in the automate drop-down. - In the bulk action section, click on the three-dot menu. - Select **Info** from the drop-down menu to confirm the triggers and actions created. - In the bulk actions page, click the highlighted area next to the delete all contacts entry. - Select **Run Again** from the drop-down menu that appears. That's it! You've successfully learned how to run bulk actions. You can now manage and update large groups of contacts quickly and efficiently with just a few clicks.