Bulk Mode
Table of Contents
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.
You need Tag Messages permissions to bulk tag messages and Manage Message Status permissions to bulk complete visible messages and Bulk Update Messages permission to use the bulk update all messages.
Please note that Bulk Mark as Complete is available on all plan levels. Bulk Tagging is available on Professional and Advanced plan levels. Bulk updating message classifications is available on the Advanced plan only.
This article contains the following sections:
Using Bulk Mode
If you want to take action on multiple messages:
- 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.
-
Click
- Select and/or deselect the checkboxes for the messages you want to tag or complete.
-
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
- Click
Additionally, you can enable Bulk Mode by hovering your cursor over any message in the Smart Inbox and clicking .
Marking messages as complete in Bulk Mode immediately marks those messages complete and disables Bulk Mode. If you want to tag those messages, we recommend tagging before marking as complete.
Reviewing Bulk Action Jobs
To review the status or progress of a bulk action job:
-
Click
at the top of the Smart Inbox. You can also access this view via the toast message after you start a bulk job.
- Click View Bulk Update Status.
-
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.
Was this article helpful?
