Using Group Actions
Overview
Using Group Actions, you can perform a specific operation or task simultaneously on a selected group of students. This feature is designed to streamline and automate processes that involve multiple entries. Instead of individually applying changes to each student record, you can select a group and execute a single action, saving time and improving efficiency.
Required Activity Before Creating a Group Action
Before performing the Group Action, build the group of students you want to update.
Creating a Group Action
To set a group action, navigate to the Students drop-down, and click Group Actions. You can set up your group actions to run as a single occurrence or set them to run repeatedly. Only 12 repeating group actions can be active at a time. Archived group actions do not count towards this limit. Daily and weekly group actions are restricted to 12 time slots.
- Click New Group Action.
- Create the name of your group action, add a description, and select the group you want to apply the action to.
- Choose what action you want to create, change, archive, or delete. Provide the information you want to change or update.
- Choose when and how often you want to perform the group action.
- Now and One Time group actions are unique occurrences, while Daily and Weekly options repeatedly perform the group action.
- To run the group action, click Save and Execute. Your group action will populate the list where you can edit, archive, or view its history.
Editing a Group Action
Click the edit pencil to update a group action.
Archiving a Group Action
Click the file folder icon to move the group action into an Archived status. Archiving a group action will remove it from the active list.
Viewing Group Action History
Click the history icon next to a group action to see when the group action was performed.
Searching for a Group Action
Use the Search Bar at the top of the page to quickly find a specific group action. You can filter by group action name, active/archived status, and when the group action is scheduled. To remove the search filters, click Clear Filters.
Available Group Actions
Available actions in EMP include updating:
- To-dos: create a new to-do, assigned to specified users, for every record in the group.
- Notes: create a note and attach it to every record in the group.
- Touch-points: add a touch-point to each record in the group.
- New source: add a source to each record in the group.
- Field values: add or change field values for every record in the group.
- Opt-out: choose to opt-out records from receiving emails or texts and calls in the group.
- Representatives: change assigned reps for records in the group.
- Reset Engagement: reset records in the group as if they engaged with EMP today, allowing more email outreach.
- Deactivate: archive records in the group to remove them from lists and statistics.
- Delete: completely remove records in the group from EMP.