How to bulk change the status?

Bulk actions allow you to update the data of multiple prospects at once.

IN THIS ARTICLE

How it works
How to bulk change the status
Verification process
‘To Check’ tab
FAQ

How it works

Change status icon

Bulk change the status with a few clicks: select some prospects, choose status and save it. Changing status in bulk is available on the main Prospects list and when you edit a campaign (or: in the edit mode of a campaign).

Please note that the “Status in bulk” icon will appear next to the ‘Actions’ tab only after you checkmark some prospects.

A quick reminder, there are 2 types of statuses in Woodpecker: global statuses and local ones. Some of the local ones, for example, PAUSED, AUTOREPLIED or NONRESPONSIVE can only be seen, and therefore changed in a campaign. More about statuses »


How to bulk change the status

Filtering prospects

Use existing filters to narrow down your search. Filter your prospects by Status, Campaign, Contacted, Imported, or Tags.

Selecting more prospects

Use the Show rows option to display more prospects per page. You can also navigate to another page by clicking the icons <>.


I. Prospects database

  1. Open the main ‘Prospects’ tab.

  2. Use existing filters to narrow down your search.

  3. Checkmark contacts you want to bulk change.

  4. Click the ‘Change status’ icon.

  5. Select a status from the list and click ‘save‘.

Go to other pages and checkmark additional prospects.

Gif showing how to bulk change the status

II. Campaign

  1. Edit your campaign and go to ‘Prospects‘.

  2. Use existing filters to narrow down your search.

  3. Checkmark contacts you want to bulk change.

  4. Click the ‘Change status’ icon.

  5. Select a status from the list and click ‘save’.

Go to other pages and checkmark additional prospects.

List of statuses available for prospects to change manually

III. ‘To Check’

  1. Open your campaign and go to the ‘To Check‘ tab → Missing Snippet.

  2. Checkmark prospects with missing custom fields.

  3. Click the ‘Change status’ icon.

  4. Select a status from the list, for example, PAUSED (MANUAL), and click ‘save‘.

Choose the status depending on the action you want Woodpecker to perform on the selected prospects.

Example #1: You don’t know the missing information but would like to contact those prospects in the future. In this case, you can pause the sending in this campaign. To do so, select the status PAUSED (MANUAL). Your prospect will be moved to the category Manual and the red flags next to the ‘To Check’ tab will disappear.

Example #2: You won’t be contacting those prospects anymore. In this case, you can bulk change their status to BLACKLISTED.

Example #3: You’ve set up the snippet fallback for a missing snippet, but the prospects are still in this tab. In such a case, you can bulk change their status to ACTIVE.

Please note that in some cases you may be requested to verify and confirm your action.

Bulk changing the status for prospects in missing snippet category

IV. Import prospects

Whether importing prospects from a new file, database or adding them manually, the process is pretty much the same.

  1. Checkmark contacts you want to bulk change.

  2. Click the ‘Change status‘ icon.

  3. Select a status from the list and click ‘save’.

  4. Click ‘ADD‘ to finalize the import.

Go to other pages and checkmark additional prospects.

List of statuses available for prospects to change manually

Verification process

Sometimes you will be asked to confirm the status change. For example, if your prospects have already been contacted (status RESPONDED) or opted out from your campaign (status OPT-OUT or BLACKLISTED).

By default, Woodpecker doesn’t change such statuses. If you wish to proceed with the update, select the option ‘Change their status anyway‘ and confirm the action by clicking the button ‘Apply to prospects‘.

Options for changing and not changing the status for selected prospects

‘To Check’ tab

Note that changing some statuses may move your prospects to the ‘To Check’ tab. For example, when you bulk change the status to PAUSED (Manual) or AUTOREPLIED. As a result, the sending for selected prospects will be paused and you’ll find them in the “TO CHECK” tab. Learn more about the “TO CHECK” tab from our article here »

Prospects with

FAQ

Q: Is it possible to blacklist multiple contacts at once?

Yes, use the “Status in bulk” icon and select BLACKLISTED. Please mind that this is a global status which means that the status will be changed everywhere. Read more »

Q: I’ve changed some prospects’ statuses by mistake. How can I undo it?

Once the action is performed, there’s no way to undo it. However, you can use the bulk action to change statuses again.

Q: Can I bulk change prospects’ statuses in the tab To Check or when importing prospects?

Yes, you can. To do so, first checkmark the prospects whose status you want to bulk change. Next, use the ‘Change status in bulk’ icon and then click ‘save’. Please mind that in some cases you may be requested to verify and confirm your action.