Like Fulfillment Actions, Bulk Actions are simple, single-step automated actions. However, instead of being triggered by the Prospect engaging with your content, you can manually apply Bulk Actions to the Prospects of your choice.

Creating a Bulk Action

You can create a Bulk Action from the Bulk Actions page or from the All Prospects/List Membership pages. 

Bulk Actions Page

To create a new Bulk Action,

Now, choose your actions.

All Prospects/List Memberships Pages

To create a new Bulk Action,


If you select all Prospects, you will not have a checkbox to deselect individuals. If you would like to narrow down which Prospects are selected, you can add a filter using the filter icon in the top-right corner of the screen.

Once you have selected your Prospects,

Now, choose your actions.

Managing Bulk Actions

You can manage Bulk Actions by navigating to Prospects > Bulk Actions. From this page, you can check on a Bulk Action's status, its percentage to completion, and run Bulk Action drafts. 

The completion bar to the left shows how far the action is from completing. In the case of actions applying to thousands of Prospects, it might take some time to complete. 

The Status column shows the Bulk Action's status. 

Before a Bulk Action runs, you can edit it by using the action menu to the far right.

Click Actions to edit the Bulk Action. Click Apply to run the Bulk Action. Click Delete to delete it without running.

While a Bulk Action is running, you can use the action menu to pause it. Likewise, you can use it to resume a paused Bulk Action.