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!
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.
Send an email out to the people in your list.
See Emailing a Person or Group for more information.
Send a text out to the people in your list.
See Texting People for more information.
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.
Assign to Tags
Bulk assign your list to one or multiple tags at once.
Remove From Tags
Bulk remove your list to one or multiple tags at once.
Generate a map of all people on your list.
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.
This tool will allow you to delete or archive people in your list.
See more about archiving people here: Archiving a Person or Restoring Archived People