Bulk Operations
Bulk operations let you act on multiple properties simultaneously — saving time when managing large client portfolios.
Available bulk operations
| Operation | Description |
|---|---|
| Bulk scan | Trigger a scan on multiple properties at once |
| Apply template | Apply or update a banner template across properties |
| Publish policy | Publish a shared policy to multiple properties |
| Export receipts | Export consent receipts from multiple properties |
| Set notification email | Update alert email for multiple clients |
Running a bulk operation
Agency → Bulk Operations → [Operation type]
- Select the target properties (or select all clients)
- Configure the operation
- Confirm — operations run asynchronously
- View progress in Agency → Bulk Operations → History
Bulk scan
Select up to 50 properties and run a scan on all of them. Results appear individually in each property's Scanner section. You'll receive a summary email when all scans complete.
Bulk policy publish
Useful when updating your standard vendor list or adding a new required vendor across all clients:
- Create or update the shared policy in a template
- Bulk Operations → Publish Policy → Select properties
- Confirm — each property gets a new policy version published
Consent re-collection
Publishing a new policy version triggers consent re-collection from users on those properties. Plan this during low-traffic periods if needed.
Bulk export
Export receipts from multiple properties into a single ZIP file: Bulk Operations → Export Receipts → Select date range + properties → Export