Bulk Actions
Bulk actions can help you say goodbye to the mundane task of manually updating subscriber tags or adding gifts or swapping products in specific subscriptions, and so much more in 3 simple steps.
What is the Bulk actions feature?
Why Bulk actions?
How to create and run Bulk Actions
How to track and manage bulk actions?
Related Articles
Help section
Bulk action is a blessing that you can offer to your operations team suffering from the pain of manually doing the same tasks over and over for hundreds of subscriptions or subscribers.
Loop allows you to take the following bulk actions on specific or all subscriptions/subscribers:
For Subscriptions, you can take following actions based on subscription, product & order.
For Subscribers, you have two actions available i.e. Add or Remove customer tags.
NOTE: No notification is triggered to the subscribers except for 'Change subscription status', where you can opt to notify your customers.
Bulk actions can help you achieve a lot of use cases listed below within a few minutes:
Swap a discontinued product with a relevant product from your current catalog.
Reward your loyal subscribers with an upgraded product by swapping it with the original product in the subscription.
Surprise your subscribers by adding a gift as a one-time option to their subscription.
Remove an out-of-stock product for a one-time from subscriptions in no time.
Refrain from manually updating subscribers' tags when it can be done in a few clicks.
Remove a discontinued discount code that was once active.
Here are the steps to create and run the Bulk actions with ease.
Go to Loop > Subscriptions > Bulk actions > Create new action.
Choose the entity - ‘Subscription’ or ‘Customer’ you want to take action on.
Select all or specific subscriptions/customers that you want to be impacted.
All subscriptions - implies that the decided action will be taken on all your subscriptions.
Specific subscriptions - you can further choose from a list of multiple conditions to choose specific subscriptions that should be impacted.
Decide the actions you want run for the selected cohort.
Note: Multiple swapping would work only if the discount setting is the same for all the swaps.
You can add the email to get notified after completion of action (optional). Save the configurations & you will be redirected to bulk actions page.
On bulk actions page, you can see a bulk action is created. Click on "Run action" to initiate the bulk action.
Note: We recommend running bulk actions during the least storefront activity hour to avoid any conflicting updates made by customers and bulk action simultaneously.
On the Bulk Actions page, you can filter actions based on several criteria:
Date Range: Select a specific time period to view bulk actions.
Action Created By: Filter actions created via admin or system.
Actions Taken: Narrow down actions based on the type of changes made (e.g., subscription updates, product swaps).
Status: View the status of bulk actions, whether they are created, in progress, canceled, completed, and more.
Klaviyo integration
Loop email notifications
Swap Subscription Product
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
Content of the article
What is the Bulk actions feature?
Why Bulk actions?
How to create and run Bulk Actions
How to track and manage bulk actions?
Related Articles
Help section
What is the Bulk Actions feature?
Bulk action is a blessing that you can offer to your operations team suffering from the pain of manually doing the same tasks over and over for hundreds of subscriptions or subscribers.
Loop allows you to take the following bulk actions on specific or all subscriptions/subscribers:
For Subscriptions, you can take following actions based on subscription, product & order.
| Subscription Based | Product Based | Order Based |
|---|---|---|
| Add discount | Swap product(s) | Charge order |
| Remove discount | Remove product(s) from subscription | Skip order |
| Change subscription status | Remove product(s) one time | Reschedule order |
| Remove anchor | Add product(s) as subscription | Delay order |
| Add/Update anchor | Add product(s) one time | |
| Recalculate shipping | ||
| Change subscription plan |
For Subscribers, you have two actions available i.e. Add or Remove customer tags.
NOTE: No notification is triggered to the subscribers except for 'Change subscription status', where you can opt to notify your customers.
Why Bulk Actions?
Bulk actions can help you achieve a lot of use cases listed below within a few minutes:
Swap a discontinued product with a relevant product from your current catalog.
Reward your loyal subscribers with an upgraded product by swapping it with the original product in the subscription.
Surprise your subscribers by adding a gift as a one-time option to their subscription.
Remove an out-of-stock product for a one-time from subscriptions in no time.
Refrain from manually updating subscribers' tags when it can be done in a few clicks.
Remove a discontinued discount code that was once active.
How to create and run Bulk Actions?
Here are the steps to create and run the Bulk actions with ease.
Go to Loop > Subscriptions > Bulk actions > Create new action.
Choose the entity - ‘Subscription’ or ‘Customer’ you want to take action on.
Select all or specific subscriptions/customers that you want to be impacted.
All subscriptions - implies that the decided action will be taken on all your subscriptions.
Specific subscriptions - you can further choose from a list of multiple conditions to choose specific subscriptions that should be impacted.
Decide the actions you want run for the selected cohort.
Note: Multiple swapping would work only if the discount setting is the same for all the swaps.
You can add the email to get notified after completion of action (optional). Save the configurations & you will be redirected to bulk actions page.
On bulk actions page, you can see a bulk action is created. Click on "Run action" to initiate the bulk action.
Note: We recommend running bulk actions during the least storefront activity hour to avoid any conflicting updates made by customers and bulk action simultaneously.
How to track and manage Bulk Actions?
On the Bulk Actions page, you can filter actions based on several criteria:
Date Range: Select a specific time period to view bulk actions.
Action Created By: Filter actions created via admin or system.
Actions Taken: Narrow down actions based on the type of changes made (e.g., subscription updates, product swaps).
Status: View the status of bulk actions, whether they are created, in progress, canceled, completed, and more.
Related articles
Klaviyo integration
Loop email notifications
Swap Subscription Product
Need help?
There is no need to worry. We are here to assist you. Please contact us at support@loopwork.co or feel free to reach out to us through the chat by clicking on the support beacon located at the bottom right corner.
Regards,
Loop Subscription Team 🙂
Updated on: 05/09/2024
Thank you!