Bulk Operations
Efficiently manage multiple contacts at once with powerful bulk actions.
Bulk operations allow you to efficiently manage large numbers of contacts simultaneously. Instead of processing contacts one by one, perform actions on hundreds or thousands of contacts with just a few clicks.
Selecting Contacts
Individual Selection
Click the checkbox next to any contact to select it. Selected contacts are highlighted and counted in the toolbar.
Select All Options
Use the dropdown next to the header checkbox:
Select all on this page - Selects visible contacts only
Select all contacts - Selects ALL contacts matching current filters
Note: Processing or engaged contacts cannot be selected.
See it in action in the video here:
Selection Indicators
Toolbar counter shows "X Contacts Selected"
Header checkbox indicates selection state:
Empty: No selection
Checked: All selected
Dash: Partial selection
Smart Selection Tips
Use filters first to narrow your selection
Start with smaller batches when testing
Check the selection count before proceeding
Remember that filters affect "Select all"
Efficient Selection Using Filters
The most powerful way to select contacts for bulk operations is combining filters with selection tools. Here's how to work smarter, not harder:
Filter-First Strategy
Instead of scrolling and clicking checkboxes, use this approach:
Apply targeted filters to show only the contacts you need
Use "Select all contacts" to grab all filtered results
Perform your bulk action on the perfectly targeted group
Clear filters to return to full view
Check Counts Before Acting
Always verify the selection count
Ensure filters produced expected results
Prevent accidental bulk operations
Then when you select the checkbox in the header row, you can "Select All", which is the filtered listed of contacts in the campaign.
Process Operations
The primary bulk action for moving contacts through RevvedUp's pipeline.
Processing Options
Click Process in the toolbar to access processing options. For detailed information about each processing level (Enrich, Research, Generate Content) and auto-send options, see Processing Contacts in Managing Contacts.
Batch Processing
When you process multiple contacts:
A batch is created with your selections
Contacts move to "Processing" status
Background jobs handle the work
Completion triggers notifications
Performance Notes:
Small batches (≤10) get VIP processing and are processed ahead of anything else in the queue
Large batches (500+) may take longer
System handles thousands efficiently
Rerun Operations
Update previously processed contacts with fresh data or content.
When to Use Reruns
Rerun Enrich
Contact information is outdated
Email bounced or is invalid
Company details have changed
New enrichment sources available
Rerun Research
Contact is in a new role
Company had major changes
Industry shifts occurred
Targeting criteria refined
Rerun Generate Content
Templates updated and we want to update the content
Messaging strategy updated
Content rejected by AI audit during Content Review
Personalization improvements made
Re-enrich All Selected Contacts
When performing a Rerun Enrich operation, you'll see the option:
"Re-enrich all selected contacts"
This checkbox appears with a tooltip: "Updates all selected contacts with the latest data from external sources"
When checked:
Forces a complete refresh of ALL contact data
Overwrites existing information with latest data
Useful when data quality has degraded over time
Best for contacts older than 30-60 days
When unchecked (default):
Only enriches contacts missing key data
Preserves existing valid information
Faster and more cost-effective
Recommended for recent imports
Smart Enrichment Logic
By default (unchecked), RevvedUp intelligently determines which contacts need enrichment:
Fetches and updates contact details from external sources if last enrichment was over a month ago
Will Be Re-Researched if research data is stale
Content Will Be Regenerated if templates have changed
Rerun Restrictions
Cannot rerun processing contacts
Cannot rerun engaged contacts
Must wait for current operations to complete
Rerun Best Practices
Filter to specific segments needing updates
Start with small test batches
Export Operations
Export contact data for analysis, reporting, or backup.
Export Process
Select contacts to export
Click Export in the toolbar
Choose export options
Download CSV file
Exported Data Includes
All contact information
Enrichment results
Research findings
Generated content
Custom field values
Engagement metrics
Processing timestamps
Export Features
Format: CSV with Excel compatibility
Encoding: UTF-8 with BOM
Size: No limits, streams large files
Push to CRM
Sync selected contacts to your CRM system. This is a critical operation for non-CRM contacts.
Understanding Push to CRM
The behavior depends on contact origin:
CRM-imported contacts: Already synced, push updates immediately
Non-CRM contacts: First push creates CRM record and enables auto-sync
After first push: All future updates sync automatically
For complete details on CRM sync behavior, see CRM Sync.
How It Works
Select contacts to push
Click Push to CRM in "Other Actions"
Confirm the operation
Background sync begins
When to Push
After successful enrichment (for non-CRM contacts)
When qualifying leads for sales
Before handoff to sales team
For reporting and attribution
Reject Contacts
Stop outreach for selected contacts while keeping them visible in your campaign.
Reject Process
Select contacts to reject
Click Reject Contacts in "Other Actions"
Review confirmation modal
Confirm rejection
What Happens
Sequences stopped: All active sequences for selected contacts are halted
Contact stays visible: Rejected contacts remain in the contacts table
Analytics preserved: Rejected contacts are still included in all campaign analytics and reporting
No data deleted: Contact information remains unchanged
When to Reject
Stop outreach but retain performance data for reporting
Keep the contact visible for review or follow-up
Pause engagement without losing campaign history
Remove from Campaign
Remove contacts from the campaign entirely, including from analytics.
Remove Process
Select contacts to remove
Click Remove from Campaign in "Other Actions"
Review confirmation modal
Confirm removal
What Happens
Sequences stopped: All active sequences for selected contacts are halted
Contact disappears: Removed contacts are no longer visible in the contacts table
Excluded from analytics: Removed contacts are excluded from all campaign analytics and reporting
Campaign totals recalculated: Counts and metrics update to reflect the removal
Contact record preserved: The underlying contact record is intact and can be added to other campaigns
When to Remove
Contact was added to the campaign by mistake
Need accurate analytics excluding certain contacts
Clean removal without permanently archiving the contact record
Choosing the Right Action
Sequences stopped
Yes
Yes
Yes
Visible in contacts table
Yes
No
No
Included in analytics
Yes
No
No
Contact record preserved
Yes
Yes
No
When to use
Stop outreach, keep the data
Clean removal, fix analytics
Permanent archive, prevent re-matching
Rule of thumb:
Reject = stop outreach, keep the data
Remove = clean removal, fix analytics
Delete = permanent archive, prevents re-matching
Delete Operations
Archive contacts from your campaign permanently.
Delete Process
Select contacts to remove
Click Delete in "Other Actions"
Review confirmation modal
Confirm deletion
Important Notes
Cannot be undone: Carefully review selections
Archives permanently: Unlike "Remove from Campaign" which simply hides the contact, Delete removes the contact from your account
Updates counts: Campaign totals adjust automatically
When to Delete
Duplicates identified
Invalid contacts confirmed
Data quality cleanup
Troubleshooting
Selection Issues
Can't select certain contacts
Check if they're processing
Verify they're not engaged
Clear filters (click Show Filters then Reset in top right) and try again
Select all not working
Refresh the page
Check active filters
Verify permissions
Processing Problems
Batch stuck processing
Normal for large batches
Check individual contact status
Contact support if over 24 hours
Errors during processing
Review error messages
Check data quality
Try smaller batches
Use reruns for fixes
Missing data in export
Verify contacts are processed
Check field mappings
Summary
Bulk operations transform campaign management from tedious to efficient:
Select smartly using filters and options
Process strategically with appropriate levels
Rerun selectively to maintain quality
Export comprehensively for analysis
Reject contacts to stop outreach while preserving analytics
Remove from campaign for clean removal that updates analytics
Delete carefully to permanently archive contacts
Master these operations to manage campaigns at scale while maintaining the personalization that drives results.
Pro tip: The most successful campaigns use bulk operations thoughtfully. It's not about doing everything at once, but about doing the right things efficiently.
Related Features
Campaign Management
Managing Contacts - Individual contact management and processing
Content Review - Review and approve AI-generated content
Campaign Settings - Configure automation and sending options
CRM Sync - Sync contacts with your CRM
Campaign Analytics - Track campaign performance
AI Processing
Contact Enrichment - How contact data is enriched
Content Quality - AI audit and quality assurance
AI Features Overview - Complete AI pipeline documentation
Contact Management
Contacts - View and manage contact records
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