Easify allows you to perform actions on multiple contacts at once, making it easier to organize your contact lists, maintain contact information, and manage your communication workflows.
To perform a bulk action, open Contacts > All Contacts > Group View, select the relevant contact group, and choose the contacts you want to manage. The available actions will appear in the toolbar above the contact list.
Labels help you categorize contacts based on your business needs, making them easier to identify and manage.
Follow these steps to add labels to multiple contacts:
Navigate to Contacts > All Contacts and select Group View.
Select the contact group containing the contacts you want to update.
Select the checkboxes next to the relevant contacts. To select all contacts in the current list, use the All Contact(s) Selected checkbox.
Click Add Labels in the toolbar.
Select the labels you want to apply or create a new label as required and complete the action as instructed.
The selected labels will be applied to the chosen contacts.
You can remove labels from multiple contacts when they no longer apply.
Navigate to Contacts > All Contacts, select Group View, and open the relevant contact group.
Select the contacts from which you want to remove labels.
Click Remove Labels in the toolbar.
Select the labels you want to remove.
The selected labels will be removed from the chosen contacts.
Mobile Verification helps you check mobile numbers and support DNC compliance before running campaigns.
Navigate to Contacts > All Contacts and select Group View.
Select the contact group containing the contacts you want to verify.
Select the relevant contacts.
Click Mobile Verification in the toolbar.
Click Confirm to complete the mobile verification or DNC check.
Ensure that the selected contacts have mobile numbers eligible for verification before proceeding.
Email Validation helps you check email addresses before using them in email campaigns.
Navigate to Contacts > All Contacts and select Group View.
Select the contact group containing the contacts you want to validate.
Select the relevant contacts.
Click Email Validation in the toolbar.
Click Confirm to complete the email validation.
Make sure the selected contacts have email addresses that have not already been validated, where applicable.
You can move selected contacts to another contact group to keep your lists organized.
Navigate to Contacts > All Contacts > Group View.
Open the group containing the contacts you want to move.
Select the contacts you want to move.
Click Move To Group in the toolbar.
Choose the destination contact group and follow the on-screen instructions to complete the move.
The selected contacts will be moved to the chosen group. Check the resulting group membership to ensure your contacts are organized as intended.
You can use the bulk action to add selected contacts to an automated calling workflow.
Navigate to Contacts > All Contacts and select Group View.
Open the relevant contact group.
Select the contacts you want to include.
Click Add To Automated Call in the toolbar.
Ensure the selected contacts have the information required for your automated calling workflow.
The Push To Leads action allows you to convert selected contacts into leads for further management in Easify.
Navigate to Contacts > All Contacts > Group View.
Open the contact group containing the contacts you want to convert.
Select the relevant contacts.
Click Push To Leads in the toolbar.
Follow the on-screen instructions to complete the action.
Once the action is complete, check the Leads section to confirm that the contacts have been added successfully.
Select the correct contact group and verify your selection before performing a bulk action.
Some actions may only be available when the selected contacts meet the relevant requirements. For example, mobile verification and email validation may not be available if there are no eligible contacts remaining.
Follow any confirmation prompts displayed before completing an action.
