This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature. You’ll find a step-by-step guide, details on the available scheduling modes, and answers to common questions. * * * ## Scheduling Modes The Mode setting controls when the selected contacts are enrolled into the workflow. There are three options: ### Send All at Once All selected contacts are added to the workflow immediately. This is the default mode and works well when timing is not a concern. Additional fields: None.!(https://assets.patientcopilot.ai/9fc7da7977c59119.png) ### Send at Scheduled Time All selected contacts are added to the workflow at a specific date and time that you choose. Useful for aligning enrollment with a campaign launch or business hours. Additional fields:
| Field | Description |
| Pick a Start Date & Time | The date and time when all contacts will be enrolled. Displayed in your account’s timezone. |
###!(
https://assets.patientcopilot.ai/c02e15d271260063.png)**Send in Drip Mode** Contacts are enrolled in batches over a period of time rather than all at once. Ideal for large contact lists where you want to stagger enrollment to avoid overwhelming your workflow or to spread out communications. Additional fields:
| Field | Description |
| Pick a Start Date & Time | The date and time when the first batch of contacts will be enrolled. |
| Number of Messages per Batch | How many contacts to enroll in each batch. |
| Repeat after | The interval between batches. Set the number and unit (Days, Hours, or Minutes). |
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Tracking Progress After submitting, you can track the bulk action on the Bulk Actions page. Navigate to
Contacts >
Bulk Actions to view all your bulk action requests.
The Bulk Actions page shows: -
Action Label: The name you provided when creating the action.
- Operation: The automation type (e.g., Workflow).
- Status: Whether the action is In Progress, Scheduled, or Complete.
- User: Who initiated the bulk action.
- Created / Completed: Timestamps for when the action was created and completed, shown in your account’s timezone.
- Statistics: Click the statistics icon to view a detailed breakdown of the action’s results. You can filter the Bulk Actions page by date range, status, action type, and user to quickly find any specific request.!(https://assets.patientcopilot.ai/4a014f378e7bffe1.png) * * * ## Frequently Asked Questions Q: Can I filter contacts by other fields besides tags? Yes. The Advanced Filters panel supports filtering by any contact field (email, city, contact source, created date, opportunity stage, etc.) as well as custom fields. You can combine multiple filters and nested filters to precisely target the contacts you want to enroll. Q: Does the workflow need to be published? Yes. Only published workflows appear in the Workflow dropdown. Make sure your workflow is published before using this feature. Q: What is the difference between Send at Scheduled Time and Send in Drip Mode? Send at Scheduled Time enrolls all selected contacts at a single chosen date and time. Send in Drip Mode staggers enrollment by sending contacts in batches at regular intervals – useful for spreading out communications over days or hours. Q: Where can I track the progress of my bulk action? Navigate to Contacts > Bulk Actions. You’ll see all your bulk action requests with their current status, timestamps, and a statistics breakdown. Q: Can I save a Smart List filter and reuse it for future bulk imports? Yes. After applying your Advanced Filters, you can save the filtered view as a Smart List. The next time you need to enroll the same segment, just open that Smart List, select the contacts, and trigger the automation. * * * ### Related Articles - Bulk Actions For Contacts & SmartLists
- Restore Deleted Contacts or Undo Bulk Deletes
- Workflow Action - Add Contact Tag
- Adding Contact Tags to Multiple Contacts
- Removing Contact Tags From Multiple Contacts
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