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πŸ““ Add Existing Contacts to a Workflow
πŸ““ Add Existing Contacts to a Workflow

Learn how to add existing contacts to a workflow

Tommy avatar
Written by Tommy
Updated over 2 months ago

In this video, I demonstrate how to seamlessly incorporate existing contacts into your OfferBolt workflow, whether they are from an uploaded list or an SMS initial workflow. The process is versatile and can be applied to any workflow type. No need to manually select contacts; I show you how to efficiently add them all at once. Action: Prepare for your messages to start flowing out soon!

Objective of this video is to show users how to add existing contacts in OfferBolt to a specific workflow, whether they were previously uploaded or need to be transitioned to a different workflow.

Adding Existing Contacts in OfferBolt to Your Workflow

  1. Introduction

    • Purpose: To add existing contacts in OfferBolt to a workflow.

    • Scenarios: List uploaded but not added to a workflow, moving contacts to multiple workflows, such as a cold call workflow.

  2. Selecting Contacts

    • Highlight the smart list with the desired contacts.

    • Check off the contacts you want to add.

    • Use the "Select all" option if the list is larger than 100 or whatever the max contacts per page view is set at the moment.

  3. Adding Contacts to Workflow

    • Click on the robot icon labeled "Add to automation."

    • Confirm the action to proceed.

    • Choose the desired workflow to add the contacts.

    • No need to select additional options if the workflow is already set up correctly.

  4. Finalizing the Process

    • Click on "Add to automation" to complete the process.

    • Congratulations on adding contacts to the workflow.

    • Prepare for messages to start going out and monitor responses.

  5. Conclusion

    • This step marks the final preparation before starting with the contacts.

    • Congratulations on successfully adding contacts to the workflow.

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