Bulk actions just got a whole lot more useful.
We've recently released bulk action capabilities to many more locations in-app, and we want to make sure you're aware of how (and where) you're able to make use of this feature!
Our current bulk actions
Here are the actions you are currently able to execute in bulk:
- Add a tag
- Remove a tag
- Add a sequence
- Remove a sequence
Where am I able to run bulk actions within the app?
Bulk actions are available from certain pages on which a list of subscribers is displayed. Here are the current 'list pages' on which they are available:
- The overall Subscribers page, as well as within all of your tags, segments, and products from its sidebar
- Opens and clicks for Broadcasts
- Subscribers to specific Forms & Landing Pages
- Unconfirmed, active, completed, and cancelled subscribers on/from a Sequence
- Recipients, opens, clicks, and cancelled subscribers on/from particular sequence emails
We'll keep this updated as a running list, but if you're ever wondering whether Bulk Actions are available on a certain page, look for whether there are checkboxes next to each subscriber in the list. If there are checkboxes it means you can perform bulk actions on the subscribers on that page! If not, Bulk Actions aren't available from that page yet.
☝️Is there a particular page on which you'd like to see Bulk Action functionality added? Let us know with a feature request here! While we can't make any guarantees, we always appreciate your feedback.
Steps to perform a bulk action
First, please note that the steps to perform any bulk action — from any page — are the same! The only things that change are the group of subscribers you select, and which action you select from the dropdown.
1. Navigate to the page of subscribers on which you want to perform the action
Which group of subscribers needs the bulk action?
In this example, we're going to add all of those with a specific tag to a particular sequence. For this step, we simply need to click on that tag from the sidebar of the Subscribers page.
2. Select the subscribers via the checkboxes on the page
Check the boxes next to the subscribers on which you want this bulk action to be performed.
Or, if you want to select all of the subscribers in a particular group (e.g. everyone with a particular tag), first click the very top checkbox on the list — but, note that this will select only the subscribers on the current page, not everyone in the group!
To select everyone in this entire group, click the link in the blue bar that appears here:
3. Click the bulk actions dropdown and select your action
Once your subscribers are selected, you can select which action to perform on them from the bulk actions dropdown:
That's it! From there, just follow the onscreen prompts to complete your action.
Troubleshooting common bulk action issues
Bulk action is only being performed on 30 subscribers at a time
After clicking the top checkbox, ensure you also click the blue bar that pops up confirming you want to select everyone in the group (i.e. the tag/segment, etc.), rather than the 30 subscribers on the current page. (See step 2 in the tutorial above for a demo.)
Can't click the bulk action dropdown, or it's greyed out
Make sure you select some subscribers from the list via the checkboxes before clicking the dropdown.
Bulk action dropdown says 'bulk action in progress'
Only one bulk action can be processed in your ConvertKit account at a time, and sometimes it takes a bit of time for one to finish processing before you're able to start another.
For smaller actions, by the time you refresh your page, it may already be done, and the dropdown re-enabled! If not, you can check on the status of a bulk action by clicking this circle icon in the top bar of your account:
Once a bulk action has completed processing, refreshing your browser will automatically re-enable the dropdown. 💪