Generate passes and send push notifications for thousands of records at once — initial rollouts, annual renewals, and campaign blasts — with validation and record counting built in.
Bulk Actions — Generate Passes
- Build a report or list view that defines the audience (e.g., active members without a pass).
- Run Bulk Actions → Generate Passes against it. Validation and record counting run before anything sends.
- Start with a one-record report to smoke-test configuration, then scale to the full audience.
Prerequisite: the Configuration must have an email template set. A missing template is the most common bulk failure and errors immediately. If you need dynamic template selection, use a dynamic HTML classic email template instead of removing the configured one.
Bulk Actions — Send Messages
Send a push notification to an entire segment of pass holders at once. Custom notification text per template; delivery is logged per record.
- Segment with standard reports — tier, region, event registration, lapsing members.
- Pair a data update with its announcement: change the field, then blast the explanation.
Common failure modes
- Missing email template on the Configuration (see above). Set it and retry.
- Legacy automation conflicts — old Process Builders firing on the same objects can cause “too many SOQL queries” Flow failures, especially with inactive related records. Rebuild the Process Builder logic into the Flow and deactivate the PB.
- Very large batches — coordinate big sends with support so backend capacity is watched during your window.
Bulk Updates add-on
High-volume orgs can license Bulk Updates for large-scale pass refreshes (design changes, mass data corrections) beyond standard bulk generation. Talk to your account manager about volume tiers.
Pre-flight checklist
- Email template set on Configuration
- One-record test passed end to end (email received, pass installs, fields correct)
- Conflicting legacy automation deactivated
- Send window agreed for 10k+ record batches
- Post-send report saved to track install rates