Bulk Actions

Bulk actions on the Customers list let you operate on many customers at once — block, unblock, allowlist, remove from allowlist, recalculate, or delete in bulk. They’re the workflow for cohort-level moderation and for cleanup tasks. This page covers each bulk action, how it executes, and when to use it.

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How to Run a Bulk Action #

1. Apply filters to narrow the list to the cohort you want to act on
2. Select rows using the checkbox column (or “select all on this page” header checkbox)
3. For cohorts spanning multiple pages, click “Select all matching” link that appears above the list when filters are active
4. Choose an action from the bulk-action dropdown at the top of the list
5. Click Apply
6. Confirm the action in the dialog (shows count and effect summary)
7. The action executes — for large cohorts, it runs in the background and shows progress

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Available Bulk Actions #

Action	Effect	Reversible
Block	Sets is_blocked = true on all selected customers	Yes (Bulk Unblock)
Unblock	Sets is_blocked = false	Yes (Bulk Block)
Allowlist	Sets is_allowlisted = true; locks score at 100	Yes (Bulk Remove from Allowlist)
Remove from Allowlist	Sets is_allowlisted = false; score recalculates	Yes
Recalculate	Queues score recalculation for each selected customer	N/A — recalc is idempotent
Export CSV	Downloads selected customers as CSV	N/A — read-only
Delete	Removes all TrustLens data for selected customers	No — permanent

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Background Execution #

Small cohorts (≤ 50 customers) execute synchronously — the page reloads with a success message. Larger cohorts run as Action Scheduler jobs:

1. The action is queued as one or more background jobs
2. The page shows a progress indicator with count completed / total
3. You can navigate away — the job continues
4. On return, the page reflects the current state

This prevents bulk actions from timing out on large stores. A bulk recalculate on 100,000 customers might take 30 minutes; the job runs in the background without blocking the admin.

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Common Bulk Workflows #

Allowlisting Your Top Customers #

1. Filter to Trusted + VIP segments
2. Sort by total order value desc
3. Select the top 50 or 100 customers
4. Bulk Allowlist

One-time setup that locks your top customers at score 100, immune to future signal noise.

Mass Block After a Fraud Ring Detection #

1. Open one confirmed fraud-ring member’s profile
2. Note the linked accounts
3. On the Customers list, filter by “Linked to {known_critical_customer}” or use search
4. Select all matching
5. Bulk Block

Cleanup After a False-Positive Wave #

1. If a recent setting change produced wrong blocks, filter to “Blocked” status
2. Sort by block date desc
3. Select the false-positive cohort
4. Bulk Unblock

Quarterly Allowlist Audit #

1. Filter to allowlisted customers
2. Sort by last-order-date asc — oldest dormant first
3. Review each — are they still active customers worth allowlisting?
4. Bulk Remove from Allowlist for dormant ones

Forced Recalculation After Setting Changes #

1. After significantly changing scoring settings (e.g. lowering return-rate thresholds), filter to all customers in a specific segment
2. Select all matching
3. Bulk Recalculate
4. Lets you see the impact of the setting change without waiting for organic recalculation triggers

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Bulk Delete #

The most dangerous bulk action. Removes all TrustLens data for selected customers:

• Customer record from {prefix}trustlens_customers
• All signals from {prefix}trustlens_signals
• All events from {prefix}trustlens_events
• All disputes from {prefix}trustlens_disputes
• All fingerprints and linked-account records
• All admin notes

The WooCommerce customer record is not deleted — only the TrustLens data. The customer continues to exist as a WooCommerce customer, just without trust profiling.

Use cases:

• GDPR erasure requests for individual customers (though TrustLens’s GDPR integration handles this automatically)
• Wiping test customer data
• Cleaning up after a migration

The confirmation dialog requires you to type “DELETE” or similar to confirm — accidental clicks shouldn’t wipe customer data.

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Bulk Export CSV #

The CSV export includes:

• Email hash (and email if not erased)
• Trust score
• Segment
• Total orders
• Total order value
• Total refunds
• Return rate
• Total refund value
• Total disputes (and won / lost breakdown)
• First order date
• Last order date
• Status flags (blocked, allowlisted)

Use for offline analysis, importing into CRM, or building custom dashboards. The export respects the current filter state — what you see is what you get.

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Permissions #

Bulk actions require the manage_woocommerce capability. The same admin users who can manage individual customers can run bulk operations on cohorts of any size.

Consider establishing internal protocols for bulk actions affecting many customers — e.g. require a second team member’s approval before bulk-blocking more than 100 customers. There’s no built-in two-person approval mechanism; build the discipline organizationally.

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Audit Trail #

Each bulk action is logged once per affected customer (not as a single bulk event). So if you bulk-block 200 customers, each customer’s event timeline gets a blocked entry. The admin user is the same across all 200 entries, with the same timestamp.

This makes per-customer auditability work the same as for individual actions — no special-case handling for bulk-originated state changes.