Bulk operations allow you to perform actions on subscribers.

Amongst many of the actions, you can apply a tag to a large number of subscribers, manually subscribe subscribers to campaigns, or simply import subscribers into your account.

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.

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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.

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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.

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Bulk operations are not limited to these two actions and there are many more actions to explore!

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

 Enter a list of email addresses: Manually import/select subscribers by their email address.

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.

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Choose a segment of existing subscribers: Apply filters that will select subscribers to apply the operation to.

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.”

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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.

Upload a CSV: Upload subscribers that you will be performing the bulk operation on.

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.