Batch actions can be taken on any saved list. Be careful when batch updating a list, as batching a setting on a person's profile will override previous information.
There are four categories of Batch Update:
People
Yes/No options:
- Prospect
- Volunteer
- Fundraiser
- Receive emails
- Receive text messages
- Is mobile number bad?
- Don’t publish profile on website
- Don’t publish survey question answers on website
- Allow search engines to index public profile
- Include in leaderboards
Multiple Choice options:
- Gender
- Support level
- Inferred support level
- Priority level
- Membership level
- Point person
Calendar options:
- Membership expires on
- Membership started on
Free text option:
- Recruited by
Tags
Add or remove an existing tag from your listed people via a drop-down menu.
Followups
To add a followup, select the contact type from the drop-down menu. Then select the due date for the followup. To close a followup, select the close button then select the contact type to close from the drop down menu. All open followups for that contact type will be closed for people on your list.
In the Log contacts section you can log a contact on the profiles of all of the people on the list. You can add a note to each person’s profile this way. You can indicate the type of contact initiated (from a list of your current contact types), method of contact, and the contact status. You can also indicate which broadcaster contacted the people and indicate support level. Note that since this is a batch update, you will be logging the exact same contact details for everyone on the list.
Click the “Log contact on all XX people” button to log the contact. If you would prefer to log separate contacts for each person on the list, you can do so in by selecting your list (the "XX People" menu) and then going to Data entry view.
