Articles on: Loop Features

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. 

We have covered the following topics in this 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
Need help?

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.

We allow you to take the following bulk actions on specific or all subscriptions/subscribers:

Actions for subscriptions
Add a product one-time
Add a product as a subscription
Remove a product for a one-time
Remove a product from the subscription
Swap product
Swap multiple products
Add discount
Remove discount
Change subscription status
Remove anchor
Add/update anchor
Charge order
Skip order
Reschedule order
Delay order
Actions for subscribers
Add customer tag
Remove customer tag

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 a 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 listed below to choose specific subscriptions that should be impacted.



You can also refer to the ‘Total subscription/customer selected’ count just below the conditions to see how many customers/subscriptions will be impacted.



Determine among the below-listed actions you want to take on the selected subscriptions/customers.

Subscription-based actions

Add discount
Remove discount
Change subscription status
Remove anchor
Add/update anchor



Product-based actions

Add a product one-time
Add a product as a subscription
Remove a product for a one-time
Remove a product from the subscription
Swap single product
Swap multiple products



Swapping multiple products is an easier and less tiring way to bulk swap if you have to perform N number of single product swaps. You can perform multiple single swaps in a single bulk function

Note: Multiple swapping would work only if the discount setting is the same for all the swaps.

Order-based actions

Charge order
Skip order
Reschedule order
Delay order



Bonus: Add an email address where you want to receive the completion alert of the bulk action.

Once you are done creating the bulk action, you just need to click on 'Save’. This will trigger the decided action on all the concerned subscriptions/customers. 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?


Once you create bulk actions, they will be visible as you click on the “Bulk Action” on the left-hand side, in the following manner. Here, all bulk actions will be visible**.**



In the "Created" section, all the actions that are created but are yet to run will be visible.
In the “In progress” section, all the actions that are active will be visible.
In the “Completed” section, all the actions which are completed will be visible.
In the “Cancelled” section, all the actions which were canceled before will be visible
In the “Failed” section, all the actions that failed will be visible.



Loop email notifications
Klaviyo integration
Omnisend integration

Need help?


No need to worry, we're always ready to jump in and help you out. Please feel free to reach out to us at support@loopwork.co or feel free to ping us on chat by clicking the support beacon on the bottom right.

Thanks!

Loop Subscriptions team 🙂

Updated on: 24/06/2024

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