Comprehensive Guide to Managing Bulk Actions

In your CRM, when you choose a batch of contacts from your smart lists to execute tasks like adding them to a workflow or sending out emails/SMS, the system generates a bulk action. These bulk actions are conveniently tracked and managed within the Bulk Actions section under the Contacts tab. If there are no bulk actions yet, this section will appear empty.

Note: Access to certain components may vary based on your user permissions.

Bulk Action Filters

Action Type To easily organize your bulk actions, begin by selecting the Actions dropdown at the top of the table. This allows you to filter by specific types of bulk actions, making it simple to locate what you need without manually sifting through each entry. Filtering options include email/SMS, workflows, opportunities, and tags.

Users To filter bulk actions by specific users, utilize the User dropdown and select the relevant team member.

Status You can also filter your bulk actions by their current status by selecting the Status dropdown, which allows you to switch between various delivery stages.

Date Range To further refine your bulk action searches, apply a date range filter. Select the appropriate dates to narrow down your search results.

Bulk Action Table

This table allows you to manage your bulk actions and view the associated activities for each action.

Name The name of the bulk action, as set by the creator, is displayed in this column.

Bulk Operation This column shows the type of bulk action performed, such as adding contacts to workflows or sending out messages.

Status Here, you can see the current status of your bulk actions, whether they are processing, in progress, completed, or canceled.

To get more detailed information, click the "View Details" button to access the Bulk Action Card, which includes:

• Bulk action type

• Bulk action name

• Additional details

• Scheduled start time

• Mode

• Added tags

Created This column displays the time and date when each bulk action was initiated.

User This column indicates which user in the CRM was responsible for scheduling the bulk action, which is particularly helpful for team management.

Completion This column shows when your bulk action was completed.

Statistics To view the statistics of a specific bulk action, click the "Show Stats" button in this column. Here, you can review data related to the bulk action, including the number of successful and error occurrences.

You can drill down into each data point to view the individual contacts that belong to the "successful" or "error" categories.

Actions Within the statistics section, you can view the total actions, including those pending, completed, and the ones that encountered errors. Errors might occur due to various reasons, such as invalid email addresses or phone numbers.

Frequently Asked Questions (FAQs)

How can I check the status of my bulk actions?

To view the status of a bulk action, navigate to Contacts > Bulk Actions and click on the three dots menu. From there, you can view the status or pause the action.

What are the rate limits for bulk actions?

• Drip Mode:

  • 30 sec - 1 min frequency: Up to 1,000 messages per minute

  • 5 min frequency: Up to 4,999 messages per minute

  • 6 min - 10 min frequency: Up to 5,000 messages per minute

  • Above 10 min frequency: Up to 10,000 messages per minute

• Add All at Once & Add All at a Scheduled Time:

  • Less than 10k contacts: Process 15k contacts per hour

  • 10k-50k contacts: Process 6k contacts per hour

  • 50k-70k contacts: Process 3k contacts per hour

  • More than 70k contacts: Process 1.5k contacts per hour

How far in advance can bulk actions be scheduled?

Bulk actions can be scheduled up to 720 hours in advance, which is approximately 30 days.