How to Set Up a One-Time Bulk Add of Contacts Using Autopilot – RocketReach

Autopilot: Bulk Export a Contact List

Autopilot makes it easy to bulk add contacts from a search, ensuring efficient export of profiles that match your criteria.

Key Takeaways

✔ Autopilot can be used to one-time bulk export contacts based on your search criteria.

✔ Every exported contact is automatically tagged with the export name for easy filtering in My Contacts.

✔ You are only charged credits for verified contacts; non-verified contacts are included at no cost.

✔ For users on Unlimited Lookup Plans, Autopilot will consume Export Credits for each verified contact received.

✔ Additional options, such as email messaging, can be configured to automatically reach verified contacts, saving time and improving outreach efficiency.

Overview

Here’s an overview of how to set up a one-time bulk add of contacts using Autopilot.

Search: Create or load your search (job title, location, etc.).
Select Audience: Click "Add Max" for the number of contacts, disable limit per company, and check the boxes to include unverified and previously looked-up contacts.
Frequency: Set to "Once" for a single extraction.
Name Export: Set a tag name for easy reference later in My Contacts.
Messages (Optional): If you have connected your email, select a template that will be sent to A/A- contacts.
Monitor: Filter tag in My Contacts or download the CSV from the email notification.

Hi. I'm Mishelle from the customer success team. And today, I'll guide you through Autopilot. With just a couple simple selections, Autopilot can take over multiple steps from your workflow and repeat it automatically, keeping your pipeline fresh and full. If you're ready to crush your deliverables with less effort, let's get started. To start a new autopilot, first, you need a nice filtered search. Once you've dialed in the criteria, look for this button at the bottom of the filter area. Set how many contacts you want. Depending on your process and available credits, you can choose as few as twenty five or a few hundred or even thousands. To maximize your gains, choose a repeating frequency. This way, you will automatically get new contacts. It's an easy way to improve consistency and increase output. Every time Autopilot runs, it saves the contacts to a new list, so it's easy to download them as a spreadsheet or directly from the email notification. And CRM users, don't forget that auto sync to CRM can also be enabled from the integration settings for a fully seamless process. Best for last, select one of your prepared email templates and instantly send an email to every verified contact. This email step is optional, but why not use it? It will speed up your pipeline and help you get to results sooner. After a final confirmation, activate and let autopilot go to work. It's really that easy. You can condense potentially hours of work into just a couple minutes. So what's next? View and edit any scheduled autopilots from the activity page, check email performance and add more templates, and, of course, create new segments in people search to engage more contacts. With workflow automation, now you have the capacity to do it all. Please check out our help center for more tips and ideas about utilizing Autopilot and RocketReach.

Step by Step Instructions

1: Prepare Your Search

Create or load a saved search in RocketReach based on the parameters you need, such as job title, location, or industry. Ensure the search results display the contacts you want to extract.

💡 Pro Tip: For guidance on building effective searches, check out:

2: Set Up Your Audience

Define the Number of Contacts you want to Access
- Use the "Add Max" button to select the maximum number of contacts available in your search or up to your available credits (whichever is less).
Adjust Contact Limits per Company
- To include all relevant profiles from the search, toggle the "Limit Number of Contacts per Company" setting to Disabled. This ensures you get all the contacts without restrictions by company.
Include Contacts Without Verified Data (Optional)
- To include all relevant profiles from the search, regardless of whether the contact information is verified, check the box labeled "Include contacts without verified contact data."
- Remember, you are charged credits only for verified contacts. Checking this box will not increase the credits used.
Include/Exclude Previously Looked-Up Contacts (Optional)
- To include all relevant profiles from the search, check the box labeled "Include contacts that have already been looked up."
- Remember, you are charged credits only once per contact. Checking this box will not double-charge credits for previously exported contacts.

Autopilot - How to bulk add all search results.png

3: Set Frequency for a One-Time Run

Select the Start Date for your Autopilot job to begin running immediately or at a scheduled time.
In the Frequency dropdown menu, choose "Once" to ensure the bulk extraction occurs as a single, one-time operation.

4: Name your Export (Create a Tag)

Add a name for your export. This name will automatically create a Tag for all contacts added through this Autopilot workflow, making it easy to filter and locate these contacts in your My Contacts page.

🔔 (Optional) By default, you will receive an the email confirmation to the email address associated with your account once the Autopilot export is complete. Uncheck the box if you don't want the email.

5: Set Up Messages (Optional)

If you'd like to trigger an outbound email to the verified contacts extracted by Autopilot:

Ensure your email account is connected through the RocketReach Messages tool.
Select a saved email template to be sent automatically to all verified contacts extracted during the export.

For more details, refer to the Messages User Guide.

Review your settings to ensure accuracy, then click "Create Autopilot" to begin the extraction process.

Important Notes

Unlimited Lookup Plan Users: Autopilot will consume Export Credits for every verified contact extracted, even if you are on an Unlimited Lookup Plan. Monitor your credits carefully when performing large exports.
Verified Contacts Only: You are only charged credits for contacts with verified information. Non-verified contacts are included at no additional cost.

Monitor Autopilot Progress

Once the Autopilot job is complete, you can:

See your contacts and download the CSV again from the My Contacts page.
Review the results and resume the search from the Autopilot Management Page.

Additional Resources

How can I automate finding contacts with RocketReach?

Autopilot FAQ

Messages | User Guide

Tags, My Contacts, My Companies | User Guide