How to improve efficiency by using Bulk Actions and avoid redoing the same steps for individual profiles.
How to utilise Bulk Actions
Bulk Actions are only available when profiles have been selected from a Contacts List.
1 Filter the profiles that you wish to complete the Bulk Action
2 Select the Profiles
3 Once you select the profiles the ability to use Bulk Action is available
EnrolHQ allows staff to do many things in bulk in order to make it more efficient to use the system. To use this function, filter and select all the relevant profiles then click "Bulk Actions" in the top right corner.
The bulk actions have been sorted into relevant groups for ease of use.
Some of the bulk actions available are:
- Book multiple people into an event
- Invite multiple people to Enrol
- Make offers to multiple people
- Set offer expiry date for multiple people
- Set commencement date for multiple people
- Send document follow-up for multiple people
- Verify or unverify documents for multiple people
- Assign or unassign interviewer for multiple people
- Send interview invite to multiple people
- Change status for multiple people
- Archive multiple people (duplicate records)
- Send email or marketing email to multiple people
- Add a note for multiple people
- Export CSV for multiple people
- Roll up or roll down multiple people Note: this action is only available for Preferred Year of Entry
- Sync multiple people
- Reset custom form submits for multiple people