9
Select unique action type for a Bulk Letter Run
Released
Feb 1, 2023
Add dropdown to Bulk Letter Run creation allowing user to select an action type to be applied to all letters generated in that run
If no action type selected from dropdown, default organisation-wide action type will be applied
NB only applies to constituent bulk letter runs as gift letter creation currently marks the gift as acknowledged rather than creating an action
Comments
That's great! Fantastic work. It's funcitoning well so far - can't wait to fully test it out.
Will the conditional gift template pull in that unique action type for each individual template as well?
Is there any purpose now to the "Default Action Type" field on Settings Panel > General, or should we just ignore that moving forward?
Hi cmorgan,
Yes, the Conditional template will pull each template, and since each template has their own Action Type assigned, they will each get their own Action Type.
And the Default Action Type is still important for users who do not change the individual Action Types per template. All the templates will still need and will still have a default Action Type, so it's still useful!
Hello all!
We have released this feature for our Plus Plan subscribers!
It looks a little different than originally planned, but we are confident that this feature release will give the greatest control to the most orgs looking to utilize this feature.
When editing your Template, you will now be able to select a specific action type that will always be associated with this letter. That way, when using the Bulk Letter feature, you can retain the action type per letter instead of having the same Action Type apply globally across the whole run! No more having to go back and change the Action Type!
Not all of you are on the Plus Plan, but those of you who have voted and commented will be receiving this feature upgrade for free! We love your feedback and are always looking to make your lives easier through our apps. It pays to share your honest thoughts!
Some of you have submitted votes or comments with your personal emails, so please reach out to me (Ryan) at support@redarc.systems with your name, email, and org name, with the Title/Subject "Action Type Feature" and I will enable this Action Type feature for your environment!
Thank you again for your contribution in helping Red Arc help others DO MORE GOOD!
Agreed, this is very important to our clients who have clear stewardship workflows and contact constituents on a schedule. We have had to do many cleanups because users didn't remember to change the action type first.
This one trips me up all the time. I have to go back and fix a bunch of actions I made with the wrong type because I forgot to change it on the settings page first
Very useful.
I agree this would be very useful. A default organisation-wide action type does not give much information as by its nature, it's generic. It's only by clicking on the attachment that you can see what has been sent. But it would be better to have a quick overview by Action Type without the need to do so. This also reflects back in Database View, as the attachment does not.