How to Use Actions

This article explains how to apply actions to your contacts in ClickFunnels, including using bulk actions for managing multiple contacts at once. By performing these actions, you can efficiently manage your audience.

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Requirements

• An active ClickFunnels account

• Existing Contacts

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Select Contacts

To perform actions on your contacts, the first step is selecting which contacts you want to manage.

1. Click Customers > Contacts from the left-hand main menu.

2. Check the box next to each contact you want to manage.

3. Once your contacts are selected:

   1. For single contacts, click Actions to manage that contact.

   2. For multiple contacts, click Bulk actions to apply changes to all selected contacts at once.

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Create Enrollment

The Create Enrollment action allows you to manually enroll one or more contacts into a course. You can do this immediately or schedule it for a future date. This action appears only when your workspace has at least one published course.

1. Click Create Enrollment from the Actions or Bulk actions menu.

2. Under Course & Module Enrollments, select the course you’d like to enroll the contact(s) in.

3. Click Save to enroll immediately, or check the Schedule enrollment box to set a future date for enrollment, then click Save to confirm.

To learn more about course enrollments, refer to the Managing Course Enrollment article.

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Delete Contacts

The Delete Contacts action enables you to remove multiple contacts at once. However, note that these contacts can’t be deleted until the condition is resolved:

• Contacts with an active subscription (“Cannot delete contact with active subscription orders”).

• Contacts with purchased course, community, or asset access (“Cannot delete contact with purchased course, community, or asset access. Remove their access first, then delete.”).

Course enrollments that weren’t purchased don’t prevent deletion. They’re suspended when the contact is deleted.

1. Choose Delete Contacts from the Actions or Bulk actions menu.

2. Click Delete Contacts in the pop-up side window, then type DELETE to confirm in the popup window. Eligible contacts will be deleted immediately.

Handling Failed Deletions:

If any contacts cannot be deleted (e.g., due to an active subscription or purchased access), they will appear in the Failed Contacts section after the delete action is processed, and you’ll receive a “Bulk contact delete completed with errors” notification. To view these failed deletions:

1. At the top right of the Contacts page, click History.
   

2. Navigate to the Deletions tab, where you can view the details of the deletion process.
   

3. Any failed contacts will be listed along with their Failure Reasons. Click on the failed contact’s email to open their profile.

4. Cancel the contact’s active subscription or remove their purchased access, and then you can attempt to delete the contact again.

Remove Delete Action:

If you no longer want the delete action to appear in the list, click Remove Delete Action. This only removes the action from the list and does not affect the contacts themselves. Click Proceed to confirm.

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Export Contacts

Using the Export option, you can export selected contact data into a CSV file. This feature is helpful for creating backups, generating reports, or transferring contact data to another platform.

1. Click Export from the Actions or Bulk actions menu.

2. Choose the fields to export. You can also include custom fields if necessary.

3. Contacts will be exported immediately by default. If you prefer to export at a later time, check the Schedule export box to set a future export date.

4. Click Create export action.

For more detailed steps on exporting contacts, visit the How to Export Contacts article.

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Run Workflow

The Run Workflow action allows you to add contacts to a Workflow, automating processes like follow-up emails, tagging, and other actions.

1. Click Run Workflow from the Actions or Bulk actions menu.

2. Select the Workflow you want to apply.

3. If needed, check the Force run box to override the workflow settings and force each contact through the workflow.

4. Click Perform Run Workflow Action to start the Workflow.

Note

If the workflow has calendar event delay steps, you’ll see a Calendar delay steps will be skipped warning: “When manually adding contacts to workflows, calendar event delay steps will be skipped. To include calendar delays, re-register the contact for the calendar event instead.”

To learn more about creating workflows, check our How to Create a Workflow article.

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Tag Contacts

Tags help you categorize your contacts, making it easier to segment your audience for personalized marketing efforts or campaigns. With the Tag action, you can add or remove tags from your contacts.

1. Click Tag from the Actions or Bulk actions menu.

2. Under Action Type, select Add Tags or Remove Tags, then choose the relevant tags in the Tags field.

3. The tag will be applied immediately. To schedule the tagging process for later, check the Schedule Tagging box and select a date.

4. Click Perform tag action.

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Unsubscribe Contacts

The Unsubscribe Contacts option allows you to remove contacts from marketing communications without deleting them permanently.

1. Click Unsubscribe Contacts from the Actions or Bulk actions menu.

2. Confirm the unsubscribe action in the new side menu that appears.

3. Type UNSUBSCRIBE to confirm, then click Proceed.