Using the Action Panel

Overview: The Action Panel allows you to quickly take action with a group a people, whether it be to contact them directly, export specified information out to Excel, create mailing labels, and more!

mceclip0.png

mceclip1.png

Accessing the Action Panel

The Action Panel can be used from a variety of pages, however, it is most commonly accessed from the People tab.  

It also exists in each Tag, Event Attenders, Contribution Reports, Form Results, and more. 

Here's a breakdown of what each "Action" does.

Email People

mceclip2.png

Text People

  • Send a text out to the people in your list.
  • See Texting People for more information. 

mceclip3.png

Export

  • Exporting allows you to a number of different function.
  • You can export to excel, a printed (or pdf) directory, create mailing labels (you can customize the size), make name tags, or customize a letter. 
  • See Exporting People for more details. 

2019-12-18_11-17-05__1_.gif

 

Assign to Tags

  • Bulk assign your list to one or multiple tags at once.

mceclip4.png

Remove From Tags

  • Bulk remove your list to one or multiple tags at once. 

mceclip5.png

Map People

  • Generate a map of all people on your list. 

mceclip6.png

Update People

  • You can update a list of people who need to have the same profile field all at once.  For instance, if you just finished a membership class and you need to change the "status" from 'attender' to 'member' for those who attended you can do it in bulk all at once! 
  • See Updating Multiple People at Once for more information. 

mceclip7.png

Archive People

mceclip8.png

Delete People

  • This tool will allow you to permanently delete people in your list. 

mceclip9.png

 

 

SaveSaveSaveSave

Was this article helpful?
12 out of 16 found this helpful

Comments

3 comments
  • I was instructing someone and the action panel would not appear in any functions.  I don't know the specifics of her laptop and she was using Chrome.  Please provide some troubleshooting options or direct me to the appropriate help articles.  I thought of pop ups being repressed, but I could not find it in her settings.  

    Any help would be greatly appreciated.  

    Thank you!

    Leslie

    0
  • @stitchwitch8

    The action panel would only be hidden if the person did not have permissions to view options in the action panel. In other words, it is permission based. Certain permissions will give you access to the action panel! I would suggest heading over to the users and roles areas to edit the persons role.

    Cheers!

    0
  • Great!  Thank you so much!  That also crossed my mind.  :)

     

    Leslie

    0