--- title: "Start a bulk run and follow its progress" slug: "start-a-bulk-run" description: "Confirm a bulk membership run, then follow its progress on the run's page, contact members who have no email and try again on the rows that need attention." tags: ["confirm run", "run progress", "Take to Contacts", "bulk membership run"] updated: 2026-11-05T19:55:41Z published: 2026-11-05T19:55:41Z canonical: "help.infoodle.com/start-a-bulk-run" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.infoodle.com/llms.txt > Use this file to discover all available pages before exploring further. # Start a bulk run and follow its progress Once a preview looks right, you confirm the run. infoodle saves it exactly as previewed and works through it in the background. You will need a preview first. See [Preview a bulk run](/docs/preview-a-bulk-run). --- ## Step 1: Confirm the run You must click **preview** before you are able to click **confirm** which actually runs the bulk memberships and generates the emails and invoices etc. 1. Check the summary in **4. Run**, and the sentence above the button, for example "This run will create 1 membership (1 new, 0 renewals) for 1 Jan 2027 to 31 Dec 2027, invoice $99.00, and email each holder." 2. Read the warning below. 3. Click **Confirm run**, then **Confirm run** again in the dialog. Check the preview first. Confirming creates the memberships, raises any Xero invoices and emails the holders. You can stop a run while it is queued or running, but what it has already done stays. See [Stop, undo or correct a bulk run](/docs/stop-undo-or-correct-a-bulk-run). ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-SFKF02GP.png) If **Confirm run** stays greyed out, the note beside it says why, for example that a run for this membership is still being worked through (one at a time for each membership), or that instalments need a payment method for manual payment. --- ## Step 2: Follow the run You are taken to the run's page. Its progress bar updates by itself as memberships are created, invoiced in Xero if the run pushes to Xero, and emailed. While the run is being worked through, the progress box has a **Stop this run** button. To find a run later, click the eye icon beside it on the bulk runs list. - **Run settings:** what the run was set up with. Later changes to the membership don't change it. - **Cards:** click one to see just those rows, for example **Waiting for Xero**. Each list has **Take to Contacts** and **Download CSV**. When the run finishes, the person who started it and the product's failure notification recipients are emailed a summary. A stopped run sends no summary. --- ## Step 3: Contact members manually Open the **No email (contact manually)** card: these holders have no email address, or the email they would get is switched off. Click **Take to Contacts** to write to them by letter or text, or **Download CSV** for a mail merge. Also check: - **Not created:** someone it covers got this membership after the preview, or the run was stopped. - **Not invited:** the invitation wasn't sent. Each row says why. - **Needs attention:** rows that couldn't be finished, such as a Xero invoice Xero kept refusing. Fix what the row says, then click **Try again**. --- ## Common questions #### What happens if Xero is down? infoodle tries the invoice a few times after a growing wait. If it is still failing a day later, the row needs attention, and you and the failure notification recipients are emailed. --- ## Next steps To stop a run, or cancel memberships it created, see [Stop, undo or correct a bulk run](/docs/stop-undo-or-correct-a-bulk-run). Related articles - [Communications and failure notifications](/docs/communications-failure-notifications) ## Related - [What a bulk membership run does](/what-a-bulk-membership-run-does.md) - [Choose who a bulk run includes](/choose-who-a-bulk-run-includes.md) - [Set up a bulk run](/set-up-a-bulk-run.md) - [Invite members to sign up online](/invite-members-to-sign-up-online.md) - [Preview a bulk run](/preview-a-bulk-run.md) - [Stop, undo or correct a bulk run](/stop-undo-or-correct-a-bulk-run.md) - [Collecting payment after a bulk run](/collecting-payment-after-bulk-run.md) - [Reminders and cancellation for unpaid bulk run memberships](/reminders-and-cancellation-for-unpaid-bulk-run-memberships.md) - [Renew members with a bulk run](/renew-members-with-a-bulk-run.md)