Bulk Actions - Overview
Bulk actions let you update, message, or manage multiple families at once — saving you time when you need to reach out to an entire classroom, waitlist, or enrollment group.
What You Can Do with Bulk Actions
Use bulk actions to:
- Send text messages or emails to multiple families
- Add or remove tags from groups of parents
- Update enrollment pipeline stages
- Export family data
- Assign families to specific staff members
Pro Tip: Bulk actions work with both manually selected families and Smart Lists — perfect for targeting specific groups like "Families on the infant waitlist" or "Parents who haven't completed enrollment paperwork."
Where to Find Bulk Actions
You'll find bulk action options in two main places:
- From your Families list: Select the checkboxes next to family names, then click the bulk action button at the top
- From Smart Lists: Open any Smart List and click the bulk actions menu to apply changes to everyone in that list
Need More Details?
For step-by-step instructions on using bulk actions with families and Smart Lists, check out our Bulk Actions for Families & Smart Lists article.
Note: Bulk actions are permanent and can't be undone. Always double-check your selection before applying changes to multiple families.