Leverage Bulk Actions History to Maximize Listing Alerts

Why This Feature Matters:

Bulk listing alerts are a powerful tool to engage prospective leads, but without transparency, it can be challenging to troubleshoot issues or track their effectiveness. The Bulk Actions History feature offers real-time visibility into actions performed. This helps managers verify completion, diagnose any problems, and maintain accountability.

Real-world Example: For instance, if your team runs a series of bulk listing alerts simultaneously, you can use the Bulk Actions History to confirm that all alerts were sent successfully, ensuring no leads are missed.

Step-by-Step Instructions:

Who Can Access the Bulk Actions History

Primary Managers Only: This feature is only 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.
Find and click the Bulk Actions History tile to open the page.

How to Use Bulk Actions History

The initial version of the Bulk Actions History includes detailed audit logs for bulk-applied listing alerts, including:

Filter Options

You can sort and filter the listing alert logs by:

Site Name (if multiple Sierra sites are associated)
Listing Alert Type (Saved Search E-Alert or Market Update)
Alert Status (Queued, Processing, Completed, or Error)

Data Columns Available

The Bulk Actions History displays the following data for each bulk action:

Column	Description
Status	Shows if 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	Either a Saved Search E-Alert or Market Update
Send Frequency	How often the alert is scheduled to be sent
Assignment Type	Method used to assign the alert (e.g., all leads, 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
IP Address	IP address of the user who initiated the bulk action

Best Practices:

Always verify Status and Completed Date after a bulk alert action to ensure it finished successfully.
Use the IP Address field to validate which user initiated the action for compliance.
Filter by Error status to quickly locate alerts that need troubleshooting.

Troubleshooting Common Issues:

Issue: Some leads didn’t receive the alert.

Solution: Check the “Leads Processed” vs “Total Leads Selected” and review the Error status or alert filter criteria.

Issue: Can’t find the Bulk Actions History tile.

Solution: Only Primary Managers can see this feature. Confirm you have the correct user role.

FAQS

Can I export the Bulk Actions History data?
- Not at this time. You can manually review or take screenshots for reference.
What types of actions will appear in the history in future versions?
- Currently only listing alerts are tracked, but more bulk action types may be added over time.
Why do some alerts show as “error”?
- Errors can occur due to missing search criteria, lead assignment conflicts, or system timeout during processing.