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

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

Key Takeaways

✔ Autopilot allows you to perform a one-time extraction of contacts, ensuring quick and efficient list generation tailored to your search parameters.

✔ Exported contacts are automatically tagged with the export name, enabling seamless organization and easy filtering in the My Contacts page.

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

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

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

Here’s a step-by-step guide to setting up a one-time bulk add of contacts using Autopilot.

Search: Create or load your search (job title, location, etc.).
Select Audience: Select the number of contacts, disable limits, and include unverified or looked-up contacts if needed.
Frequency: Set to "Once" for a single extraction.
Name Export: Create a tag for easy filtering in My Contacts.
Messages (Optional): Connect your email, select a template, and auto-send to verified contacts.
Monitor: Filter tag in My Contacts or download a CSV from Autopilot Page.

Step 1: Start with 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:

Step 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 your search, toggle the "Limit Number of Contacts per Company" setting to Disabled. This ensures you extract all profiles without restrictions by company.
Include Contacts Without Verified Data (Optional)
- If you want to include all profiles from the search, regardless of whether the contact information is verified, check the box labeled "Include contacts without verified contact data."
- Please note, you are only charged credits for verified contacts. Non-verified contacts will be included without consuming credits.
Include Previously Looked-Up Contacts (Optional)
- To avoid excluding previously viewed contacts, check the box labeled "Include contacts that have already been looked up." This will not double-charge credits for previously extracted contacts.

Autopilot - How to bulk add all search results.png

Step 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.

Step 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.

Step 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 extractions.
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:

View your extracted contacts and their tags on the My Contacts page.
Download the exported contacts as a CSV file from the Autopilot Management Page.

For further assistance, check out these resources: