Bulk Actions & Statistics (SMS, Email, Review, Trigger)

What you'll learn

Common Use Cases

Once you're comfortable with bulk actions, here's what you can start doing right away.

✅

Select A Group Of Contacts

Choose everyone on the current page, or select all contacts that match a smart list, so you know exactly who a bulk action will reach.

💬

Message Everyone At Once

Send a bulk SMS, email, or WhatsApp message to a whole list instead of messaging people one at a time.

⚙️

Automate The Next Step

Add tags, update opportunities, or trigger an automation for an entire list in a single action.

📊

Track And Troubleshoot

Check the Bulk Actions page any time to see the status, statistics, and details of every bulk job you've run.

Key definitions

Terms worth knowing

Any operation you run against more than one selected contact at once, such as an import, tag update, bulk message, or deletion, all started from your contacts.

A central dashboard that lists every bulk job in a table, with the action, status, who created it, when it was completed, and its statistics, so you can verify results and fix any issues.

The label you give a bulk action before it runs. A bulk action will not send until you give it a name, and that name is how you'll find it later on the Bulk Actions page.

Sending a text, email, or review request to every contact you've selected, all at once, on a schedule, or in a drip mode instead of sending one at a time.

A bulk action that puts every selected contact into a chosen workflow, so the workflow handles the rest of the follow-up from there.

A way to send a bulk action out gradually, in batches over a set number of days, hours, or minutes, instead of sending everything to everyone at the exact same time.

The results view for a bulk job, showing success and error counts, an identifier, and status, so you can confirm the job ran the way you expected.

"Think of creating a bulk action as, first, you've got to select your contacts. Then the next thing is the action. What are we doing with these contacts?"

How it works

Selecting Contacts, Choosing An Action, And Checking Results

Start with who you're acting on

From your smart list view, select the contacts you want to include. You can check individual contacts, select everyone on the current page, or select all contacts that match the list, even if that's thousands of records beyond the page you're looking at. If you have 10,000 contacts but only select the first page, you'll see the page count selected rather than "select all." Once you check even one box, your bulk action options appear.

Export, message, or request a review

With contacts selected, you can export them to a CSV, send a bulk email, send a bulk SMS, send a WhatsApp message, or send a review request by SMS, email, or WhatsApp. Each one starts by asking for an action name, then lets you build the message, choose a from name and address for email, add a subject and preheader, and set tracking options like click tracking and UTM parameters. Always send yourself a test email first, and before sending anything in bulk you must confirm the contacts have consented to hear from you and have been contacted within the past year, and that the list isn't from a third party.

Send all at once, on a schedule, or in a drip

Every messaging or automation action gives you three sending options: all at once, at a scheduled time, or in a drip mode. Drip mode lets you pick a number of messages per batch and a repeat interval in days, hours, or minutes, plus which days of the week to send on. If your automation includes texts or emails going to contacts, use a drip mode rather than sending everything at once, so you don't overwhelm your sending reputation. A common approach is a set number of messages every hour or two, skipping weekends, until the full list has gone out.

Add tags, update opportunities, and automate

You can add a tag or remove a tag from every selected contact, move a group into a specific pipeline and stage under Manage Opportunities, update custom fields in bulk, manage which company contacts belong to, merge duplicate contacts, or delete contacts entirely. Trigger An Automation works the same way: name the action, choose the automation type and specific workflow, then send everyone into it all at once, on a schedule, or in a drip.

Check status and statistics anytime

Every bulk action you run shows up on the Bulk Actions page in a table with the action, status, who created it, when it completed, statistics, and available actions. Statuses include processing, completed, paused, canceled, and queued. Select the statistics icon on any row to see success and error counts with identifiers, or select view details to see the ID, type, action label, and parent bulk ID. You can filter the whole page by date, status, or action type to find a specific job quickly.

Tips

Worth remembering

Always name your bulk action clearly before running it. That action name is how you'll find and verify it later on the Bulk Actions page.
If a message includes texts or emails going out to contacts, choose drip mode instead of sending all at once, so your sending reputation stays healthy.
Before sending any bulk SMS or email, confirm your contacts have consented and haven't come from a third party, then check the consent box before sending.
Send yourself a test email before sending any bulk email campaign, so you can catch mistakes before your contacts do.
If your bulk action options aren't showing up, check that you've actually selected one or more contacts first. The options appear the moment a box is checked.

Check yourself

Quick Knowledge Check

Four quick questions on this lesson. One attempt each, and the answer is revealed either way.

0 of 4 answered

What is the Bulk Actions page?

Why does a bulk action require an action name before it can run?

Why should you use drip mode for a bulk email or text going out to contacts?

Before sending a bulk SMS or email, what must you confirm?

Apply it

Try this with your favorite AI

💬Plan a safe bulk send schedule

You are helping me plan a bulk SMS or email send to a list of contacts in my software. Here is my situation: - How many contacts are on this list: [describe] - The type of message: [follow-up, promotion, review request, etc.] - Whether my sending reputation is already warmed up: [describe] Based on that, recommend whether I should send all at once, on a schedule, or in a drip mode, and if drip mode, suggest a batch size and repeat interval that keeps my sending safe. Finish by asking me what action name I should use so I can find this job later on the Bulk Actions page.

⚙️Choose the right bulk action

You are helping me decide which bulk action fits a task I'm working on in my software. Here is my situation: - What I'm trying to accomplish: [describe, e.g. move new leads into a pipeline stage, tag a group, request reviews] - The list or smart list I'm working from: [describe] Based on that, tell me which bulk action to use, whether it needs an automation, a tag, or a direct action like exporting or requesting reviews, and what I should check on the Bulk Actions page afterward to confirm it worked.