Bulk Mode

The Smart Inbox makes it easy to manage messages directed at your social profiles. When you need to complete, tag, or update multiple messages in one step, Bulk Mode gives you a faster way to manage them all at once.

Permissions

Before using Bulk Mode, confirm you have the appropriate permissions:

Note: Bulk Mark as Complete is available on all plan levels. Bulk Tagging is available on Professional and Advanced plans. Bulk updating message classifications (sentiment, intent, response classification) is available on the Advanced plan only.

Using Bulk Mode

If you want to take action on multiple messages:

1. Ensure you have Conversation View turned off (located in the three dot menu in the upper right corner) if you want to tag. With Conversation View on, you can only Bulk Complete, not Bulk Tag.
2. Clickat the top of the Smart Inbox. This drop down allows you to select either all visible messages currently loaded or all messages (up to 500,000).
   
3. Select and/or deselect the checkboxes for the messages you want to tag or complete.
4. Take any of the following actions on bulk messages: 
   • Click to tag the selected messages
   • Click to mark the selected messages as complete
   • Click  to update the sentiment on the selected messages
   • Click  to update the message intent of the selected messages
   • Click to update the response classification of the selected messages

Additionally, you can enable Bulk Mode by hovering your cursor over any message in the Smart Inbox and clicking .

Important limitations

• One action at a time. You can only perform one bulk action type per operation. For example, you cannot tag and complete messages simultaneously. Perform each action as a separate step. As a best practice, complete messages last if you plan to stack multiple actions.

• Conversation View must be off. The Select All / Select Max dropdown is hidden when Conversation View is enabled.

• "Show sent messages" blocks Select All. The Select All option is unavailable when "Show sent messages" is enabled under the Message Type filter. Select Visible still works.

• Spam classification not supported. You cannot update Spam classification via bulk actions at this time.

• Bulk completion is anonymous. When messages are bulk-completed, the completion is not attributed to a specific user. Hovering over the checkmark icon shows a generic loading icon rather than a username.

• Marking as complete exits Bulk Mode. Marking messages as complete in Bulk Mode immediately completes them and disables Bulk Mode. If you also want to tag those messages, tag first, then complete.

Mark Complete in Bulk (date-based)

In addition to checkbox-based Bulk Mode, you can mark all messages complete before a specific date. This is useful for clearing out a large backlog.

1. Open the All Messages view in the Smart Inbox.

2. Click the three-dot menu (Inbox Options) in the upper right.

3. Click Mark Complete in Bulk.

4. Select the date — all messages on and prior to that date will be marked complete.

5. Click Mark Complete.

Important:

• If you are the Account Owner, all messages across all Groups, Profiles, and Reviews are marked complete.

• If you are not the Account Owner (but have Administrative Permissions), only messages for profiles you have access to are marked complete. Messages pulled in by Brand Keywords will not be marked complete.

Reviewing Bulk Action Jobs

To review the status or progress of a bulk action job:

1. Click at the top of the Smart Inbox. You can also access this view via the toast message after you start a bulk job. 
    
2. Click View Bulk Update Status.
3. From this view you can see the 10 most recent In Progress, Completed, and Failed jobs. You will only be able to download an audit log for completed jobs with failed messages.

Tips

• Use filters first, then bulk act. Apply Inbox Views or filters to narrow your message stream before entering Bulk Mode. Select All applies to whatever matches your current filters.

• Tag before completing. Since completing exits Bulk Mode, always tag first if you need both actions.

• Deselect strategically. After using Select All, you can manually deselect specific messages. The count updates in real time.

• Set up Macros for repetitive workflows. If you frequently tag + complete the same types of messages, consider creating a Macro (Advanced plan) to combine those actions in a single click — no bulk mode required.