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. There are three filters available: Status, Action, and User.

Status #

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

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, and more.

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 #

What are the rate limits for bulk actions? #

For Add in Drip Mode: frequencies of 30 sec–1 min allow 1,000 messages per minute; 5 min allows 4,999 messages per minute; 6–10 min allows 5,000 messages per minute; and above 10 min allows 10,000 messages per minute. For Add All at Once and Add at a Scheduled Time: fewer than 10k contacts process at 15k per hour; 10k–50k at 6k per hour; 50k–70k at 3k per hour; and more than 70k contacts at 1.5k per hour.

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.

Where do I find and manage my bulk actions? #

Bulk actions are monitored and managed in the Bulk Actions section within the Contacts tab. If no bulk actions have been created, the page will remain blank.

How can I filter my bulk actions? #

You can filter by date range and by Status, Action, and User. Choose your filters and click Apply to view matching bulk actions.

How do I view statistics for a bulk action? #

Click the Show Stats button to view detailed data, then click each data point to see the contacts in categories such as successful or error.

Can I pause or cancel a bulk action? #

Yes. Click the three dots beside a task to view details, or pause or cancel the action if it has not yet completed.