Automations handle most of your work, but sometimes you need to act by hand. Maybe it's urgent, or it's a one-time cleanup. That's what the action bar is for. It lets you act on one record, a handful, or a whole group at once.
Open any collection, like Contacts, and select one or more records. The action bar appears at the top of the screen. To select everything, hover over the selection icon at the top of the list and choose All on Page, or pick a group and choose All in Group. This works in Card View too.
Click Email to send a one-off message. Quick email is a simple, untracked message written in Simple Mail. Or choose a saved email, or create a new one, if you want to track its stats. Then click Send now, or Send later to pick a date and time.
One thing to know. A scheduled email only goes to the people in the group when you scheduled it. If the group keeps growing, use an automation instead.
SMS works the same way. Choose Quick SMS or an existing message, pick your From number, and send now or later. You'll need an Ontraport SMS number. For groups, an automation is safer, because carriers can filter texts sent to many people at once.
Click Task to assign work to your team. Choose a saved task, or create a quick task with a subject, a due date, an assignee and details, then click Assign. Event adds contacts to Ontraport Calendar events. And Tags adds or removes a tag, so you can segment your contacts.
Automations adds records to an automation map through its "Added to automation" trigger. So plan for it. Build the steps right below that trigger, use a Go To filter to send people to the right step, or add an End element if you don't want anyone entering that way.
Double opt-in sends a confirmation email, so contacts who opted out can choose to resubscribe. Change field sets one field to the same value for everyone you selected, like setting their priority to high. And Update relationships connects records that have many-to-many relationships.
Export saves your records to a CSV file. Pick your fields, and add an email address if someone without a login needs the file. When it's ready, you'll get a notification with a download link. Past exports are under Administration, then Data, then Exported lists, for sixty days.
Delete removes records. Export them first, just in case.
On Plus and above, you can add contacts to Facebook Custom Audiences for ad targeting. Turn it on under your profile icon, Administration, Advanced Features. Then connect your Facebook Business Manager account under Administration, Social, Facebook API. A Facebook button then appears in the action bar.
Open a single record, and you can use every group action except Export. Contact records add two more. Log Phone Call saves the call's details to the record's notes. And Invoice, on Plus and above, lets you create an invoice, log an offline transaction, or charge the card on file.
To change a field on one record, just click the field and edit it. To add tags or automations, use the record's Automations and Tags section.
Quick View has shortcuts to send a quick email or SMS, or log a call.
And inside a record's subcollections, records you see through a one-to-many relationship get the same actions. For many-to-many relationships, you can only remove the relationship.
So: select your records, and the action bar lets you message, assign, tag, automate, update and export them, all at once. Next up: a tour of Ontraport's reporting.