Bulk Actions Overview

When you select a group of contacts to add them to a workflow or send an email or SMS, the CRM will create these as bulk actions. These actions can be easily monitored and managed in the Bulk Actions section within the Contacts tab of your CRM. If no bulk actions have been created, this page will remain blank.

Date Range #

Utilize the date range filter to view bulk actions within a specified timeframe. Select the desired date range to refine your results accordingly.

Bulk Action Filters #

Organizing your bulk actions is straightforward. Start by selecting the “Filter” drop-down menu at the top of the table.

Action #

This allows you to quickly locate the desired action without manually searching through each row of data. Filtering options include email/SMS, workflows, opportunities, tags, etc.

Status #

Filter by status by selecting the “Status” dropdown, allowing you to cycle through bulk actions based on their delivery stages.

Users #

To filter bulk actions by users, simply select the “User” dropdown and choose the appropriate team member for your search.

Once you have chosen the filters you wish to use, click apply to view the bulk actions that meet the selected criteria.

Bulk Action Table #

In the Bulk Action Table, you can manage and review the activities associated with each bulk action.

Action Label #

The name of the bulk action, established by the user who creates it, is displayed in this column.

Operation #

This column indicates the type of bulk action performed, such as adding contacts to workflows or sending SMS messages.

Status #

This column displays the status of your bulk actions, indicating whether they are in progress, completed, or canceled.

User #

The “User” column displays which team member scheduled the bulk action, which is useful for team management and tracking employee tasks.

Created #

This column shows the time and date when each bulk action was created.

Completed #

This column shows the date and time when your bulk action was completed.

Statistics #

By clicking the “Show Stats” button, you can view detailed data, and click on each data point to see the contacts that comprise categories such as “successful” or “error.” Errors may occur for reasons such as sending emails to invalid addresses or texts to incorrect phone numbers.

Actions Menu #

Click the three dots beside each task to view key details about the bulk action, or pause or cancel the action if it has not yet been completed.

Click the “View Details” button to see the Bulk Action Card. This includes:

• Bulk action ID
• Bulk action type
• Bulk action name
• Additional details such as the Scheduled start time, Mode, Elapsed Time, and Added tags.

By utilizing various filters and understanding the layout of the Bulk Action Table, you can efficiently monitor the status and performance of your bulk actions. Whether you’re reviewing statistics or performing additional tasks, the tools at your disposal make it simple to manage your bulk operations effectively.

Frequently Asked Questions #

Q: What are the rate limits for bulk actions?

• Add in drip mode:
  Frequencies of 30 sec – 1 min: 1,000 messages per minute
  Frequencies of 5 min: 4,999 messages per minute
  Frequencies of 6 min – 10 min: 5,000 messages per minute
  Frequencies above 10 min: 10,000 messages per minute
• Add all at once & Add all at a scheduled time:
  Less than 10k contacts: 15k contacts per hour
  More than 10k but less than 50k contacts: 6k contacts per hour
  More than 50k but less than 70k contacts: 3k contacts per hour
  More than 70k contacts: 1.5k contacts per hour

Q: How far in advance can bulk actions be scheduled?

• Bulk actions cannot be scheduled to run more than 720 hours (approximately 30 days) in the future.

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