Rella
All guides

Filter contacts, save lists and change many at once

Narrow your contacts with filters, save the filters as a list, and tag, move, assign, export or delete many contacts in one go.

Team members who manage contacts ยท 4 min read

Steps

  1. Open Enquiries, then People. On All people, choose a status or stage, or type in the search box. Choose More filters for tag, source, responsible person, marketing consent, email or phone, company, the date added, or one of your custom fields.
  2. To keep these filters, choose Save as a list. Give it a name and choose Share with my team if others should see it. The Smart lists tab shows each list and how many contacts match it today.
  3. To change several contacts, tick them in the list. Tick the box at the top to choose the whole page, then Select all matching to include every contact that matches the filters. You can also choose Update many on a saved list.
  4. Choose Actions, then what to do: add or remove a tag, move to a stage, choose who is responsible, add a task, link to a company, stop marketing emails, export a CSV file, or delete. Check the number of contacts, then apply it.
  5. Rella works through the contacts and shows its progress. You can close the window while it runs. The Update many tab lists every run with who ran it, how many contacts it changed and any that could not be changed, with the reason.
  6. To delete, type the number of contacts to confirm. You can delete up to 500 contacts at a time, and change up to 5,000 at a time with other actions. Updating many at once can stop marketing emails but never opt people in. Each person has to agree for themselves.

Check it worked

Your saved list shows the people you expected, and the Update many tab shows your run as Done.

Common questions

Some contacts were not changed

Open the run on the Update many tab and choose the line about contacts not changed. A contact may have been deleted meanwhile, or already have 20 tags.

I want to email a smart list

Campaign audiences use tags. Run Add a tag on the smart list, then choose that tag as the campaign audience. Only contacts who agreed to marketing emails receive it.

Moving contacts in bulk did not start my automation

That is expected. Automations that start when a contact changes stage only run when contacts are moved one at a time, so a bulk move never sends a flood of emails.

Open Contacts (sign-in required)

Related guides