{"id":2835,"date":"2025-04-30T12:56:28","date_gmt":"2025-04-30T12:56:28","guid":{"rendered":"https:\/\/contentsnare.com\/help\/?post_type=ht_kb&#038;p=2835"},"modified":"2025-04-30T12:56:32","modified_gmt":"2025-04-30T12:56:32","slug":"recurring-bulk-requests","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/recurring-bulk-requests\/","title":{"rendered":"Recurring\/Bulk Requests"},"content":{"rendered":"\n<p>The new <strong>Recurring\/Bulk Requests<\/strong> feature acts as a request generator that allows users to automatically create multiple requests from a single template without manual intervention after setup.&nbsp;<\/p>\n\n\n\n<p>With just a few clicks, it is possible to send identical requests to multiple clients at the same time. This is suitable for collecting the same information on a regular basis, like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monthly client check-ins<\/li>\n\n\n\n<li>Ongoing compliance documents<\/li>\n\n\n\n<li>Regular queries<\/li>\n\n\n\n<li>Recurring marketing campaign inputs<\/li>\n\n\n\n<li>Anything else that comes up again and again<\/li>\n<\/ul>\n\n\n\n<p>Users can create requests that are either sent once to multiple clients simultaneously (bulk) or scheduled to repeat on a regular basis (recurring).<\/p>\n\n\n\n<p>To access them, go to the <strong>Recurring\/Bulk tab<\/strong> in the upper-left corner of the dashboard:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"864\" height=\"552\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-3.png\" alt=\"\" class=\"wp-image-2836\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-3.png 864w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-3-300x192.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-3-768x491.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-3-50x32.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-3-60x38.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-3-100x64.png 100w\" sizes=\"auto, (max-width: 864px) 100vw, 864px\" \/><\/figure>\n\n\n\n<p>To find a specific recurring request, users can apply status filters and choose from:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Draft<\/li>\n\n\n\n<li>Active<\/li>\n\n\n\n<li>Paused<\/li>\n\n\n\n<li>Complete<\/li>\n<\/ul>\n\n\n\n<p>The system enables users to customize the generated request titles, with variables like client name and publishing date, set standard request durations, and view all requests created by a specific recurring request in a dedicated details page.<\/p>\n\n\n\n<p>The <strong>View Details<\/strong> option provides a comprehensive look at a request\u2019s history, including all generated requests. You can also manage these individually, just like standard requests.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Setting up a new Recurring\/Bulk Request&nbsp;<\/h2>\n\n\n\n<p>To create a new Recurring\/Bulk Request, click the <strong>Add New<\/strong> button (soon to become <strong>Quick Actions<\/strong>) in the upper-right corner of the dashboard.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"568\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1-1024x568.png\" alt=\"\" class=\"wp-image-2837\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1-1024x568.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1-300x166.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1-768x426.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1-50x28.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1-60x33.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1-100x55.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-1.png 1073w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>After that, <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/templates-overview\/\">choose a template<\/a> that you want to send out to multiple clients. Once done, select the desired recipients from your client list.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: There is no limit on how many clients can receive this request, though the number of active requests depends on your account plan.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Users can opt for an immediate start or choose a specific date:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"553\" height=\"262\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed2.png\" alt=\"\" class=\"wp-image-2838\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed2.png 553w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed2-300x142.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed2-50x24.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed2-60x28.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed2-100x47.png 100w\" sizes=\"auto, (max-width: 553px) 100vw, 553px\" \/><\/figure>\n\n\n\n<p>Multiple options are available for defining when the recurring request ends:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It can continue indefinitely<\/li>\n\n\n\n<li>It can stop after a specific date<\/li>\n\n\n\n<li>It can end after a set number of occurrences<\/li>\n<\/ul>\n\n\n\n<p>The default request duration (due date) is 14 days, but it\u2019s possible to adjust it. For those requiring repeated scheduling, the feature allows requests to be triggered weekly, monthly, or yearly:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"516\" height=\"530\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed3.png\" alt=\"\" class=\"wp-image-2839\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed3.png 516w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed3-292x300.png 292w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed3-50x50.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed3-58x60.png 58w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed3-97x100.png 97w\" sizes=\"auto, (max-width: 516px) 100vw, 516px\" \/><\/figure>\n\n\n\n<p>The Recurring\/Bulk Requests feature significantly optimizes the process of sending identical requests to multiple clients or on a regular schedule, saving time for users who previously had to create each request individually.<\/p>\n\n\n\n<p><strong>Related post:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/internal-fields\/\" data-type=\"ht_kb\" data-id=\"2810\">How do internal fields work?<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The new Recurring\/Bulk Requests feature acts as a request generator that allows users to automatically create multiple requests from a single template without manual intervention after setup.&nbsp; With just a few clicks, it is possible to send identical requests to multiple clients at the same time. This is suitable for&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1038],"ht-kb-tag":[],"class_list":["post-2835","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-requests"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2835","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2835"}],"version-history":[{"count":1,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2835\/revisions"}],"predecessor-version":[{"id":2840,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2835\/revisions\/2840"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2835"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2835"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2835"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}