Add Contacts in Bulk to a Workflow

If you're launching a campaign to an entire segment, enroll them all into a workflow together.

Enrolling a group

1. Go to Contacts > Smart Lists and use Advanced Filters to narrow the list.
2. Select the filtered contacts, or select all.
3. Click Trigger Automation.

Configuring the enrollment

• An action name.
• The target workflow — must already be published.
• A scheduling mode: Send All at Once, Send at Scheduled Time, or Send in Drip Mode (staggered batches for large lists).

Monitoring the enrollment

Check Bulk Actions for progress and stats, including any failures.

Why this beats manual enrollment

Filtering first means the workflow only receives contacts who actually match your criteria.