Bulk Actions

Created by Ezra Weinstein, Modified on Fri, 07 Oct 2022 at 11:35 AM by Hannah Harris

Whenever you select a contact or a group of contacts from any of your smart lists to perform an action such as adding to a campaign/workflow or sending an SMS/email, your CRM will create a bulk action.


Bulk actions can be monitored and managed in this area.


Depending on your user permissions, you may not have access to all of the components.


Filter By Bulk Action Type


In order to organize your bulk actions table below, you can filter by specific bulk action types by selecting this drop-down menu.


Filter By User


You can also filter by users. When selecting a user, the table will show all bulk actions performed by that user during a selected date range.


Filter By Status


This drop-down tab will give you the ability to cycle between bulk actions in different stages of delivery.


Select Date Range


When filtering your table, make sure to select a specific date range. Use this to select the date ranges.


Bulk Action Name


The name of the bulk action is established by the user who creates the bulk action and can be found in this table column.


Bulk Action Operation


In this column, you will see the type of bulk action performed, whether that is adding contacts to workflows or sending messages.


Bulk Action Status


Here you will see the status of your bulk actions to see if it is still processing, in progress, complete, or canceled.


In this completed tab, you will only see bulk actions with the status as "complete" or "canceled".


View Status Details


You can see more details regarding each bulk action by clicking on this button including:


    • Type
    • Name
    • Additional Details
    • Scheduled Start
    • Mode

Date Created


This column will show you the time and date at which the bulk action was started.


Scheduled By User


This column will show you which user in your CRM scheduled the bulk action. This is useful when managing teams and employee tasks.


Completion Date & Time


This column shows you the date and time at which your bulk action was completed.


Bulk Action Statistics


This column will give you the ability to see the statistics of any particular bulk action. You would simply click the "Show Stats" button in this column to see data such as open rates and click rates on bulk actions.


When analyzing the data, you have the ability to click into each data point to see the actual contacts that make up each category, either "successful" or "error".


Click "Show Stats" to see.


Bulk Actions Completed


Within the statistics, you will be able to see the total amount of actions in the bulk action, the successful actions, and the actions that had errors.


Errors can occur for many reasons, including sending emails to invalid email addresses or sending texts to invalid phone numbers.


Select Date Range


In order to see bulk actions that were completed within a certain date range, you will need to change the date range selector here.



Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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