Help CenterAdvisors may find themselves creating the same custom activity for a set of their clients, but doing so 1-by-1 can be time-consuming. You can scale your efforts by creating 1-time bulk custom activities that go out to a specific set of clients.
How to create bulk custom activities
Step 1: Create a new Audience: With Audiences, you can build filtered lists of clients using different criteria such as financial data, demographics, and account activity. To create a bulk activity, you must first build an audience.
- In your admin account, go to Reporting and select the + Add filter button located below the search bar.
- Add and apply a filter (or filters) using the financial or profile details of your choice. Once you’ve created the filtered list, save the list as an audience by clicking on the save icon and entering a name for the new audience.
Pro Tip: If you want to create a 1-off bulk activity for ALL active clients, select and set the "Age" filter to greater than "0" and save the audience as "All Clients"
Step 2: Creating a Bulk Custom Activity for an Audience
- Go to Reporting > User Audiences , locate the audience you created, and click on the Show More accordion to see the filters and actions for the audience.
- Under Actions, select New custom activity and fill out the required fields. When finished, select Create. A confirmation modal will appear with a notification of how many users will be affected and receive an email notification.
What happens next
When creating a bulk custom activity, all clients who are part of the audience will receive the custom activity. The custom activity is also added to their account and dashboard, and an email notification is sent that a new activity has been created.
Important Note: A bulk activity is assigned to all clients who are part of the audience at the time the bulk activity is created. However, clients who meet the audience criteria in the future will not receive the activity when created.