Bulk Actions & Campaigns

When you need to take action on many contacts at once, Booked55's bulk selection tools let you select, filter, and act on groups of contacts efficiently.

Selecting contacts

The contacts table supports three selection modes:

• Single select — Click the checkbox next to a contact name.
• Multi-select — Click multiple checkboxes to select specific contacts.
• Select all — Check the header checkbox to select all contacts matching your current filters. This is powerful because it respects your active filters, not just the current page.

Sending a bulk email campaign

The most common bulk action is launching an email campaign. Here is the workflow:

1. 1

   Filter your contacts

   Use the filter bar to narrow down to the group you want to target — by pipeline, stage, event, client status, or any combination.

2. 2

   Select contacts

   Click individual checkboxes or use "Select All" to select every contact matching your current filters. The selection count is shown in the header.

3. 3

   Click "Send Emails"

   With contacts selected, the "Send Emails" button appears. Click it to open the Email Campaign modal.

4. 4

   Configure the campaign

   Choose a template or write a custom email. Set the subject line and preview the message. The campaign will be created with the selected contacts.

5. 5

   Review and launch

   The campaign is created in "Pending" status. Navigate to the Campaigns page to review, send a test email, and launch when ready.

For more details on campaign management, see the Campaigns documentation.

Best practices

• Always filter first — Avoid selecting all contacts without a filter. Target specific segments for more relevant outreach.
• Use templates — Pre-built templates with variables ensure consistent, personalized emails.
• Test before sending — Always send a test email to yourself before launching to the full list.
• Check for missing emails — Use the “Missing email” filter to identify contacts that cannot receive emails, and exclude them from your campaign target.