To bulk add contacts to an Automation, search the contacts you want to add to the automation within CRMView Contacts. Then, click the Actions button, and select Add to Automation.



Then, select the name of the Automation (these are configured in MarketingAutomations) and choose whether you want to start the automation now or later. If you choose Start A Later Date, a calendar widget will open, allowing you to select a date. Then select Okay.