This article will show you how to bulk add users to drip campaigns with the user selection tool in People (CRM)>> View Everyone. Please note that is slightly different than the default bulk add option directly in the drip campaign settings by giving you the ability to select a specific group of users from your People (CRM) as needed.
To begin, go to People (CRM) >> View Everyone.
To select the users you’d like to text, click Filters, then make your selections from the available filtering options and run the search.
After you have run your search, you’ll have 3 user selection options to select which users from your search you’d like to add to the drip campaign.
The first option is to select the users individually, which you can do by simply checking the box next to their name.
The second option is to select all users on a page, which you can do by checking the box next to the Name column at the top of the list.
The third and last option is to select all users from the search, which you can do by clicking on the number next to Users Found.
Once you have made your user selections, click on the Drip icon from the menu at the top of the page.
You’ll then be provided with a pop-up list of all of your active drip campaigns, from which you’ll select the campaign you want to add your selected users to. Once selected click Continue to proceed.
On the next page, you’ll notice that the Manual Selection of Users will automatically be populated and will provide you with the amount of users to be added to the drip. To proceed, check the box for I confirm and would like to run the bulk add, then click Run bulk add to complete the process.
You’ll then be provided with a snapshot of the successful addition of the selected users to your drip.
We hope this helps, but please feel free to reach out to success@myfithive.com with any additional questions you may have.