Bulk Action's in AnalyitcsPRO
Bulk Action's
The Bulk Action button is found on the bottom left-hand corner of each report provided in AnalyitcsPRO. This article will review how you can leverage each action to better streamline your daily workflow.
Add Note
Add a note to a person's profile using Add Note. Search for the participant(s) you'd like to add a note to using filters or the pagination found at the bottom of the report. Select the participant(s) you'd like to add a note to, then select Bulk Action > Add Note. A new window will populate to enable you to add a note to the person's profile. Notes can be reviewed by accessing the person's messaging history.
Direct Text
Send direct text messages to multiple people at once using Direct Text. Search for the participant(s) you'd like to send a text message to. Select the participant(s) you'd like to direct text, then select Bulk Action > Direct Text. A new window will populate to enable you to create your message. Use a template, or free text the message you'd like to send. Once you hit send, you will be asked to verify your audience one more time before the message is officially sent.
This bulk action will only be available if your team has direct texting turned on for your console. Don't have direct texting and want to learn more? Reach out to your sales rep or support@dialoghealth.com and we'll get you connected with the right person to learn more about how your team can enable direct text messaging.
Opt-in
Opt-in multiple people at once using Opt-in. Search and select the participant(s) you'd like to send an opt-in message to. Next, select Bulk Action > Opt-in. A new window will populate asking you to select the appropriate opt-in group. Once you hit Confirm, you will be asked to verify your audience one more time before the opt-in message is officially sent.
Opt-Out
Opt out multiple people at once using the Opt-Out action. Search and select the participant(s) you'd like to send an opt-out text message to. Next, select Bulk Action > Opt-Out. A new window will populate asking you to verify the individuals you are about to opt out. Once you hit Confirm, an opt-out text message will be sent to the selected audience.
Select All/Deselect All
If you have profiles or messages selected that you do not want to complete a bulk action to, quickly remove them from your selection by using the Deselect All action. Select Bulk Action > Deselect All. Your previous selections will be immediately removed. Keep track of how many profiles or messages you've selected with the Bulk Action tab. Use the Select All option to select everyone included in your report.
Download as CSV
Export your listing report by using the Download as CSV action. Navigate to the listing report you would like to export, then select Bulk Action > Download as CSV. The CSV should immediately download to your computer. If you are downloading a large quantity of data, the report may take more time to download.
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