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  3. Task Templates (formerly Loyalty Campaigns)

Bulk apply task templates to multiple contacts

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Summary

Learn how to apply task templates to multiple contacts at once using the Bulk Apply feature, saving time and improving follow-up efficiency.

This article covers:

How it works

The Bulk Apply Task Template feature allows you to apply a task template to multiple contacts at once. This is useful for creating follow-up or nurturing campaigns for contacts without future tasks, helping prevent them from becoming inactive.

Note: Only users with the Bulk Apply Task Templates ACL privilege can use this feature. This can be configured in Settings > Access > Global Permissions.

Apply a task template in bulk


To apply a task template to multiple contacts:

  • Go to: Contacts tab
  • Use the filter tools to filter for the desired contacts; for example select Future Tasks/Appointments are not present to find contacts without future tasks
  • Click Apply
  •  Tick Select all records or Select the contacts you want to update
Note: You can select all contacts in your database.
  • Click More in the top menu
  • Select Apply Task Template

In the Bulk Apply Task Template modal:

  • Search and Select a shared or personal task template you want to send
  • Enter Consultant (pre-populated with your name)
  • Enter Commencement Date (defaults to today)
  • Click Bulk Apply

In the Bulk Apply Task Template modal:

  • Click Yes to proceed
Note: This action cannot be undone. Make sure you select the correct task template before confirming.

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