Bulk operations allow you to perform actions on subscribers.
There are three main steps to performing a bulk operation outlined below.
Step 1: Create a new bulk operation
Navigate to the Subscribers tab > Imports/Bulk Ops and create a new bulk operation.
Drip then prompts you to select one of the three options. It does not matter which of the three options you select since the next two steps are universal.
Step 2: Assign the actions
Use this step to perform actions on your subscribers.
Let’s use these steps to apply a tag to subscribers and subscribe them to a campaign. You would select the “Apply a tag” action and input what you would like to name that tag. Then, you would click the “Add another action…” button and choose the “Send a campaign” action.
Bulk operations are not limited to these two actions and there are many more actions to explore!
Optionally, you can avoid triggering an automation when running a bulk operation for these actions:
- Apply a tag
- Remove a tag
- Set a custom field value
To do this, simply toggle the “Skip automations triggered by these actions” to the on position.
Step 3: Schedule the operation
On this step, you can choose whether you want to perform this bulk operation immediately, or at a later date and time.
Bulk operation types
This option allows you to manually input the email addresses you would like to perform the bulk operation on. It will also import new email addresses that do not already exist in your Drip account.
Additionally, the inputed email addresses can be a mixture of new and existing subscribers.
The screenshot below shows how the email addresses should to be formatted.
This option allows you to hone in on specific segments of existing subscribers.
Here is an example of a query that will look for any subscriber that holds a tag of “SaaS” and has a lead score that is greater than 65—or, any subscriber that has completed the “Marketing Campaign.”
Once you have configured your filters, click the Refresh button to perform the query. This will return any existing subscribers that match the filter criteria.
This option will upload a formatted file with a .csv extension. At minimum, Drip requires an email field, and any other field will be saved as a custom field.
Use this doc to learn how to format and upload a CSV file of subscribers.