Learn how to efficiently manage your contact lists using HighLevel’s powerful Bulk Actions tool within SmartLists. Whether you’re tagging contacts, sending messages, or importing data, bulk actions can streamline your workflow and save hours of manual effort.
TABLE OF CONTENTS
- What is Bulk Actions for Contacts & SmartLists?
- View The Status of a Bulk Action
- Feature 1: Filtering
- Feature 2: Status Indicators
- Feature 3: Bulk Action Statistics
- Feature 4: Managing Bulk Actions
- Frequently Asked Questions
- Related Articles
What is Bulk Actions for Contacts & SmartLists?
Bulk Actions allow you to perform large-scale updates to contacts directly from your SmartLists. You can apply tags, send emails or SMS messages, delete contacts, or trigger workflows—saving significant time on repetitive tasks.
View The Status of a Bulk Action
To view the status of a Bulk Action, go to Contacts > Bulk Actions > Show Stats. 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.
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:
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Action Type (Import, Delete, Workflow, etc.)
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Status (Complete, In Progress, Cancelled, etc.)
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Users (Filter by user who initiated the bulk action)
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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:
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Green: Completed
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Red: Cancelled
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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:
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Total actions processed
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Success count
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Errors and warnings
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Downloadable reports for deeper analysis
Feature 4: Managing Bulk Actions
Users can take various actions on bulk processes. Available Actions:
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Cancel a running bulk action
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Revert a completed bulk action
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Pause & Resume ongoing actions
How to Manage Bulk Actions:
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Click the three-dot menu (⋮) next to a bulk action.
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Select the desired action (Cancel, Revert, Pause, Resume).
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Confirm the action in the modal popup.
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A notification will confirm the action’s success or failure.
Frequently Asked Questions
Q: Can I undo a bulk SMS or email send?
No, communication actions are final once sent.
Q: How long do bulk actions take to complete?
It depends on contact count. Bulk actions can be completed within seconds or take several minutes.
Q: Can I view which contacts were affected?
Yes, each action’s report lists affected contacts.
Q: What happens if some contacts fail in an action?
Failures are logged; you can retry failed entries.
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