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
- First, search for your contacts in the contacts area, using either quick search, advanced search, saved search, or optin status filter.
- Then select "Add contacts to funnel" from the More Actions dropdown.
- Select which funnel to add the contacts to, and at which step.
Funnels - Contact Wizard
- Visit any funnel
- In the top right corner click the "kebab menu"(stacked three dots) and select "Add Contacts"
Select the funnel and step [ Schedule → ]
Select "Later" or "Now", later will provide fields for date and time.
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.
Review, click [ Confirm and schedule! ]