Run a bulk operation on multiple members
This guide shows you how to apply the same change to many member records at once — for example, adding a tag to everyone who attended an event, or archiving a group of former members.
Who can do this: Admins with permission for the specific action (for example, the tag-edit permission to bulk-add a tag). The bulk action bar doesn’t appear unless your role includes at least one available bulk action.
Before you start
Section titled “Before you start”- Use filters or search to narrow the list to the members you want to affect before selecting them. This makes selection faster and reduces the chance of accidentally modifying the wrong records.
- Bulk operations can affect many records. Review the preview carefully before confirming.
- In the member list, check the box on each member’s row you want to affect. There’s no select-all: select each member yourself.
- The bulk action bar appears with a count (“{N} selected”). Choose an action from the bar: Add tag or Archive.
- For Add tag, a list of tags opens in the bar. Choose the tag to add, then select Preview. Preview stays unavailable until you’ve chosen an action — and, for Add tag, a tag.
- For Archive, a Confirm bulk archive dialog opens. Type CONFIRM and select Continue; this takes you straight to the preview.
- The preview page shows how many members will be affected and how many will be skipped (for example, “12 member(s) will be affected — 2 skipped”), plus any warnings.
- If the preview looks correct, select Confirm to apply the change. To back out, select Cancel, which returns you to the member list.
What happens after you confirm
Section titled “What happens after you confirm”The preview page shows “{N} record(s) updated”, where N is the number of members you selected, or an error alert if the operation couldn’t complete. It doesn’t list which records changed.
Rolling back a bulk operation
Section titled “Rolling back a bulk operation”Rolling back a member bulk operation isn’t available yet: there’s no Recent bulk operations page and no Rollback or Undo control. There’s also no bulk action that undoes one: the bulk bar offers only Add tag and Archive. To reverse a bulk archive, turn on Include archived in the member list and select Restore on each archived member. A tag added in bulk can’t be removed from the app yet: neither the bulk bar nor the member’s page has a remove-tag control.
Verify
Section titled “Verify”You’ll know it worked when the preview page says how many records were updated, and those records reflect the change when you open them.
If something goes wrong
Section titled “If something goes wrong”- “Could not generate preview” — the preview request failed. The page shows only this message and a Retry button (there’s no Cancel on it, and it doesn’t say why the request failed). Select Retry; to back out instead, go back to the member list. Your earlier selection isn’t kept.
- Some records weren’t changed — records that were already updated keep the change, and the page doesn’t say which ones failed. See Bulk operation partially failed.
- Bulk action bar isn’t visible — your selection may be empty, or your role may not include any available bulk actions. Contact your org owner if you expect to have access.