Summary
Bulk Actions History gives Primary Managers a real-time log of every bulk-applied listing alert. This article covers who can access it, where to find it, what it tracks, how to filter and read the log, and how to troubleshoot common issues.
Table of Contents
- Why This Feature Matters
- Who Can Access It
- Where to Find It
- What Bulk Actions History Tracks
- Filtering the Log
- Reading the Data Columns
- Best Practices
- Troubleshooting Common Issues
- FAQs
Why This Feature Matters
Bulk listing alerts help you engage a large group of leads at once, but without visibility into what happened after you click send, it's hard to confirm the alerts went through or catch problems early. Bulk Actions History gives you a real-time log of every bulk-applied listing alert, so you can verify completion, diagnose issues, and maintain accountability across your team.
Who Can Access It
Bulk Actions History is available to the Primary Manager on each account.
Where to Find It
- Log into your Sierra CRM account.
- Click the gear icon in the admin menu.
- Click the Bulk Actions History tile to open the page.
What Bulk Actions History Tracks
Bulk Actions History currently tracks bulk-applied listing alerts, including Saved Search E-Alerts and Market Updates.
Filtering the Log
You can filter the log by:
- Site Name (if your account manages multiple Sierra sites)
- Listing Alert Type (Saved Search E-Alert or Market Update)
- Alert Status (Queued, Processing, Completed, or Error)
Reading the Data Columns
| Column | Description |
|---|---|
| Status | Whether the alert is Queued, Processing, Completed, or has Errors |
| Site | Applicable if your account manages multiple Sierra sites |
| Saved Search Name | Name of the Saved Search used for the alert |
| Listing Alert Type | Saved Search E-Alert or Market Update |
| Send Frequency | How often the alert is scheduled to send |
| Assignment Type | Method used to assign the alert (for example, all leads or a filtered group) |
| Total Leads Selected | Number of leads originally selected for the alert |
| Leads Processed | Number of leads the alert has attempted to process |
| Leads Applied Today | Number of leads that received the alert on that date |
| Date Queued | When the bulk action was queued |
| Date Began | When the system began applying the alert |
| Date Completed | When the system finished applying the alert |
| User | Who created the saved search |
| IP Address | IP address of the user who initiated the bulk action |
Best Practices
- Check Status and Date Completed after any bulk alert action to confirm it finished successfully.
- Use the IP Address column to verify which user initiated an action, useful for compliance review.
- Filter by Error status to quickly find alerts that need troubleshooting.
Troubleshooting Common Issues
-
Some leads didn't receive the alert.
Compare Leads Processed against Total Leads Selected, and check for an Error status or a mismatch in the alert's filter criteria. -
Can't find the Bulk Actions History tile.
This feature is limited to Primary Managers. Confirm your user role if the tile isn't visible.
FAQs
-
Can I export Bulk Actions History data?
Not at this time. You can review the log directly or take a screenshot for your records. -
What does Bulk Actions track?
Currently, it tracks bulk-applied e-alerts and market updates. -
Why do some alerts show an Error status?
Errors can occur due to missing search criteria, lead assignment conflicts, or a system timeout during processing.