Bulk actions allow you to efficiently perform large-scale updates to your contact lists, campaigns, or segments in SendX. Whether you're tagging contacts, unsubscribing users, or adding them to a list, bulk actions help save time and reduce manual effort.
With recent updates, the Bulk Actions feature has been moved to a new location in your dashboard.
Before You Begin
Ensure you have:
A CSV file prepared (if you're using contacts for bulk updates)
Admin or sufficient permissions to perform account-level changes
A clear understanding of the action you wish to perform (e.g., tag, unsubscribe, delete)
3. Step-by-Step Instructions
Step 1: Navigate to Bulk Actions
From your SendX Dashboard, go to:
Profile Icon (Top Right Corner) → Settings → Bulk Actions
Step 2: Choose Your Bulk Action
Select the type of bulk action you wish to perform. Common options include:
Add Tag
Remove Tag
Subscribe/Unsubscribe
Add to List
Delete Contacts
Step 3: Select The action
Add Tag
Remove Tag
Subscribe/Unsubscribe
Add to List
Delete Contacts
Add to a drip campaign
Global unsubscribe
Step 4: Review and Confirm
Double-check your selected action and contacts.
Click Submit to execute the bulk action.
A confirmation message will appear once the task is completed.
4. Tips & Best Practices
Always back up your contact list before running irreversible actions like deletion, always export the list of contacts.
Use meaningful tags when organizing contacts through bulk tagging.
5. Troubleshooting / Common Issues
Bulk action not reflecting?
Wait a few minutes and refresh the page; processing large lists may take time.
Selected wrong action?
Contact support immediately to mitigate changes, if possible.