Bulk Actions - Sending Review Requests

Bulk Actions - Sending Review Requests

July 31, 20241 min read

Bulk Actions allow you to perform a single action for multiple contacts at once. 

The Review Request Bulk Action will message a contact requesting that they leave your business a review.

Here’s how to send review requests using the bulk action feature:

Step 1: Choose Your Contacts 

  • Navigate to your contacts.

  • Check the box to select contact records.

  • You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in BILT.

Step 2: Choose Your Action

  • Choose the icon for “Send Review Request”.

  • In the pop-up window that appears, select either the email or SMS template from the dropdown list.

  • Then choose the scheduling for this action. You can choose “add all at once” to process the action immediately, “add all at scheduled time” to process the action at one time in the future, or “add in drip mode” to process in groups/batches.

Note: When scheduling a bulk action in drip mode, the "repeat after" section does NOT repeat the entire process. 

Instead, the action will occur for a select batch of the contacts you selected until this action has occurred for all the contacts you selected as part of the bulk action.

As shown in the example below, 100 contacts would be processed per every 5 hours. 

This process would repeat until all selected contacts received the drip communication. (If you had 780 contacts selected, there would be a total of 8 batches – 7 x 100 and 1 x 80).

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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