We have 3 organizers that import 50 new contacts each once a week into our Nation. I want to be able to automatically assign the 150 contacts that each organizer uploads each week to a path that the organizer is then responsible for completing.
Is the best way to simply upload the contacts, and then regularly batch update "everyone who's point person is x and has been imported in the last week" to be assigned a path?
Or is there an automated way of doing this? For example:
- 3 organizers each collect 50 contacts
- 3 organizers enter data into .csv file which includes themselves as a "point person" as a field
- 3 organizers upload .csv file into Nation Builder
- NationBuilder automatically assigns new uploaded contacts to a path (i.e. step 1: Follow up Call, Step 2: Ask to Volunteer...). Organizers (point persons) are responsible for said path.
- Organizing Director can now track their follow up through Nation Builder, and never let anyone fall through the cracks.
I can't imagine that I'm the only one who is trying to do this. I'm happy with a work around or another solution that allows me to automate this process. Is there any way to do something like this?
This currently isn't possible but I added it as an official suggestion 'Assign someone to a path on import'
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