Let’s learn how to apply bulk actions for contact lists.
In this article:
- Use Bulk Actions:
- Folder Templates
- Tasks and Task Templates
- Client Requests
Use Bulk Actions Menu
A bulk action is, well, an action, like sending an email to many clients all at once. If you need a quick turnaround on something that is faster than doing it one at a time, don’t balk - use bulk….actions!
Using them is easy. To use bulk actions in your Contact List:
- First, check the contacts in your list who need the same thing done.
- Scroll to top-right of the contact list where the Bulk Action Menu appears.
- Click your desired action.
And now you’ve just bulked up your Canopy game!
Let’s get introduced to our most common bulk action: Email. Then touch on the other bulk actions at a high-level since some of these topics are covered in other trainings.
Bulk Action: Send Emails
Sending bulk emails is handy when sending:
- document reminders
- tax legislation updates
- annual newsletters
Go ahead and type a subject to begin writing a message.
But hold on! What’s this curious lightning bolt doing here?
This is the Insert Text option and it allows you to pipe in a contact’s first name, last name, business name, or phone number.
This adds a personal touch to each of your clients so let’s insert a space after a greeting (first name)- then click the bolt and select the first name. Now, your recipients to this email are greeted with their first name.
Bulk Action: Apply Folder Templates
Next, you can apply Folder Templates. If you are onboarding several new clients or importing a folder structure, this is an easy way to apply that to many clients at once.
You’ll need to have created a template for folders beforehand.
Learn more about Folder Templates here.
Bulk Action: Create Tasks and Apply Task Templates
Next, is Tasks.
Tasks are jobs that you are doing for a client. For example, filing a 1040 return or bookkeeping process. This includes sub-tasks or steps to the overall process. You can also include client requests this way, which is especially nice because all of those clients receive that same request all at once in their client portals.
If you have a preferred Task Template, you can also enter that by clicking Templates in the Task menu.
Bulk Action: Make Organizers
Following Tasks are Organizers. Organizers allow you to quickly gather and organize tax information from clients in one simple step. It's basically a simple survey.
You can apply that functionality across many clients, which is helpful if you are onboarding many tax clients all at once, and you need to gather their information in one swift step.
To learn more about Organizers, go here.
Bulk Action: Send Client Requests
Next up, is Client Requests.
Client requests are used as a one-off request for information or files from your contacts. These are sent through the Client Portal. You can send many requests at once with this feature.
Bulk Action: Assign Tags
Lastly, Tags. You can think of tags are a customizable label you assign to a contact. Think of a label, like:
- a state someone lives in.
- a team members group of clients
Tags make it easy to filter and organize your contact list and keep track of what matters most to you.
You can apply tags across a large group of clients with bulk action tags.
Learn more about tags in the next article!