Bulk Actions For Contacts & SmartLists

To view the status of a Bulk Action, go to Contacts > Bulk Actions > Show Stats where you can view the status.
You can also pause, cancel or update further details about the Bulk Action by clicking on the 3 dots on the right of any bulk action. 

TABLE OF CONTENTS

• Feature 1 - Filtering
  • Supported Filters
• Feature 2 - Status Indicators
• Feature 3 - Bulk Action Statistics
• Feature 4 - Managing Bulk Actions
  • Available Actions
  • How to Manage Bulk Actions

Feature 1 - Filtering

Users can refine their bulk action view using the Filter option in the top right corner of the Bulk Actions page.

Supported Filters:

• Action Type (Import, Delete, Workflow, etc.)

• Status (Complete, In Progress, Cancelled, etc.)

• Users (Filter by user who initiated the bulk action)

• Date Range (Select a specific timeframe to view bulk actions)

Filtered views can be shared via a URL, allowing quick access to relevant bulk actions.

Feature 2 - Status Indicators

Color-coded status indicators help users quickly identify the state of each bulk action:

• ✅ Green: Completed

• ? Red: Cancelled

• ? Blue: In Progress (with real-time percentage updates)

Feature 3 - Bulk Action Statistics

You can view key metrics for each bulk action by clicking Show Stats next to an action. A detailed breakdown includes:

• Total actions processed

• Success count

• Errors and warnings

• Downloadable reports for deeper analysis

Feature 4 - Managing Bulk Actions

Users can take various actions on bulk processes:

Available Actions:

• Cancel a running bulk action

• Revert a completed bulk action

• Pause & Resume ongoing actions

How to Manage Bulk Actions:

1. Click the ⋮ (three-dot menu) next to a bulk action.

2. Select the desired action (Cancel, Revert, Pause, Resume).

3. Confirm the action in the modal popup.

4. A notification will confirm the action’s success or failure.