How to add contacts to a funnel

If you want to add contacts to a funnel in bulk, there are two ways

Contacts - Bulk Actions

  1. First, search for your contacts in the contacts area, using either quick search, advanced search, saved search, or optin status filter.
  2. Then select "Add contacts to funnel" from the More Actions dropdown.
  3. Select which funnel to add the contacts to, and at which step.

Funnels - Contact Wizard

  1. Visit any funnel
  2. In the top right corner click the "kebab menu"(stacked three dots) and select "Add Contacts"

  3. Select the funnel and step [ Schedule → ]

  4. Select "Later" or "Now", later will provide fields for date and time. 

  5. Select from a choice of (All contacts, All contacts assigned to me, All confirmed contacts or any saved contact searches) or use the Groundhogg filter system.

  6. Review, click [ Confirm and schedule! ]

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