In this video we’ll show you how to use multi-select to perform bulk actions.

  • Use filters and tags to get to the correct record set. Select all on a page or the entire record set.
  • Select multiple nudges to mark complete or archive.
  • Select multiple contacts to add or remove tags, assign or remove lead advisors/contact owners, and most importantly to assign nudges to groups of contacts or households.
  • Use in conjunction with recurring nudges to streamline your process even further.

Additional bulk actions coming soon:

  • Importing contacts
  • Syncing contacts