How to Use Bulk Actions in HeyOrca

Below you’ll find a video tutorial and step-by-step written instructions on how to use Bulk Actions in HeyOrca to quickly update multiple social media posts.

How to Use Bulk Actions in HeyOrca

To use the Bulk Actions features in HeyOrca, select a post from your Content Calendar, in month or day view, by checking the box next to your posts.

The Bulk Actions Menu will appear on the top right of the app.

There are a number of actions that you can take here that will save you time, by allowing you to perform an action on multiple posts at once.

Bulk Action Options in HeyOrca

The top section of the Bulk Actions dropdown menu lets you make approval-stage related changes to your selected posts. Simply click an Approval Stage from the menu to update all of your posts.

You can also delete multiple posts at once from the Bulk Actions drop down menu. This is a permanent action, so make sure to double check before deleting your content permanently.

The Copy Post feature in the Bulk Actions menu will allow you to create duplicates of the posts you’ve selected to any of the social networks you manage. Simply hover over the “copy posts to…” option and select the social network you want to duplicate your posts on.

For example, if you have two Facebook posts selected in your Calendar, the copy feature will allow you to create duplicates of each of those posts to any of the social media channels you manage.

The Advanced Copy feature will allow you to copy posts from your current Calendar to one or more of the Calendars you manage in HeyOrca. To use this feature, select the posts you want to copy, and click on the “Advanced Copy” option from the drop down menu. Here you can choose to copy over the current approval stages of your posts, as well as any post tags that have been applied to your them using the toggle options.

Next, you’ll click the check box next to each of the Calendars that you would like to copy these posts to. If you’d like to add them to a particular Campaign in that Calendar, click the drop down menu located next to the Calendar to select your desired Campaign.

You can also use Bulk Actions to apply Post Tags in bulk to all the posts you have selected. All you have to do is select your posts, click on the Bulk Tag option from the Bulk Actions drop-down menu and select the tags you’d like to apply.

Using the Export to XLS button will allow you to export your selected content to an excel spreadsheet.

The move posts feature allows you to move the date of your selected posts, as well as change the time that they will publish.

Click the Move Post option from the drop-down menu, select the date and time you’d like to move your posts to, and click “Change” to save the new date and time. If you select posts that span across multiple dates, the posts will move in order in regards to the date that you pick. For example, if you pick a week’s worth of posts from your Calendar, and move them to a date in the next week, they will keep the same order and move to their respective days in the following week.

Questions?

Have questions about this tutorial or anything else in HeyOrca? Don’t hesitate to reach out to our support team. You can connect with us by clicking on the blue bubble at the bottom right of your HeyOrca account.

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