--- title: "How to Use Actions" slug: "contacts-how-to-use-actions" updated: 2024-10-18T07:50:10Z published: 2024-10-18T07:50:10Z canonical: "support.myclickfunnels.com/contacts-how-to-use-actions" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.myclickfunnels.com/llms.txt > Use this file to discover all available pages before exploring further. # 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. ![Preview Image Description](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/ut63d3rcoy3fasksqy4e6hpwjeshexjffg.png) --- ## Requirements - An active ClickFunnels account - Existing Contacts --- ## 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. --- ## 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. 1. Click **Create Enrollment** from the Actions or Bulk Actions menu. 2. Select the **course** you’d like to enroll the contact(s) in. 3. Click **Save** to enroll immediately, or check the **Schedule** 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](/v1/docs/managing-course-enrollment) article. --- ## Delete Contacts The Delete Contacts action enables you to remove multiple contacts at once. However, note that contacts with active orders, subscriptions, or course enrollments cannot be deleted until those conditions are resolved. 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 active subscriptions, course enrollments, or orders), they will appear in the Failed Contacts section after the delete action is processed. To view these failed deletions: 1. At the top right of the Contacts page, click the **Actions** button, then select **Other Actions**. ![other actions button](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/frotxpx7wifqjhxulgfcx43qz1umcsk7ig.png) 2. Navigate to the **Deletions** tab, where you can view the details of the deletion process. ![Deletion Details](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/ulxylhdhorbvjazbbg8ir5pgpp0fqibhvq.png) 3. Any failed contacts will be listed along with the reason for failure. Contacts with active orders cannot be deleted. For contacts enrolled in courses, click on the failed contact’s **email** to manage enrollments. 4. **Remove** the enrollment, 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. ![Remove Delete Action](https://cdn.document360.io/e3762771-4bea-47c2-a830-5473d543417a/Images/Documentation/gfh6_fa0vo_74bf4s_lrv3etcga_mbpyjq.png) --- ## 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** 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](/v1/docs/contacts-how-to-export-contacts) article. --- ## 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 default Workflow settings and run it immediately. 4. Click **Perform Run Workflow Action** to start the Workflow. To learn more about creating workflows, check our [How to Create a Workflow](/v1/docs/how-to-create-a-workflow) article. --- ## 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. Select whether to **Add** or **Remove** a tag, then choose the **relevant tag**. 3. The tag will be applied immediately. To schedule the tagging process for later, check the **Schedule** box and select a **date**. 4. Click **Perform tag action**. --- ## 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**. ## Related - [Contacts Profile Overview](/contact-profile-overview.md) - [Managing Course Enrollment](/managing-course-enrollment.md) - [How to Manage Contacts](/contacts-how-to-manage-contacts.md) - [How to Export Contacts](/contacts-how-to-export-contacts.md) - [How to Create a Workflow](/how-to-create-a-workflow.md)