If the Bulk Processing functionality has been installed into your Access Recruitment CRM, the ability to carry out various data management can be accessed via the saved tag files area.
Batch Mailshot Options
By navigating to My Actions , Saved Tag Files and focusing on a saved tag file, the option for Batch Mail Options is available via the Action button.
On clicking this option, the new Batch Mailshot Options screen will be displayed.
By default, this functionality will allow the mailshot options to be quickly and easily updated for both applicant and contact records tagged in the focused saved tag file.
Options
Optionally, by ticking the Include Contacts on tagged Clients checkbox, this will also include:
Contacts that are linked to client records tagged in the focused saved tag file.
Optionally, by ticking the Include all child Client records checkbox, this will also include:
Contacts that are linked to client records that have parent client records tagged in the saved tag file.
Mailshot Options
The Opt In or Opt Out is a drop-down list and is a mandatory selection from the following:
Opt Out From All
Opt In All
Specifically Opt In For Mailshots
If Opt Out for All is selected, on click of Save, all applicants, contacts and if selected, contacts linked to tagged clients and child clients will have their option updated to opt out for all mailshots listed in the disabled window of Mailshot Categories.
If Opt In for All is selected, on click of Save, all applicants, contacts and if selected, contacts linked to tagged clients and child clients will be have their option updated to opt in for all mailshots listed in the disabled window of Mailshot Categories.
If Specifically Opt In For Mailshots is selected:
The right-hand side window of Mailshot Categories will be enabled.
Specific mailshot categories can be selected for opt in by clicking into the box next to each option. The clicked box will then show a tick in the box to show as selected. Each box can be unselected by clicking into it again.
On click of Save, all applicants, contacts and if selected, contacts linked to tagged clients and child clients will have their options updated for the specific selected mailshot options.
User Agreement
The User Agreement box states the use of this functionality and the I accept the terms of use checkbox must be ticked prior to the Save being allowed to apply the updates.
Please take note of the agreement, as use of this functionality is irreversible, and any unintentional use will require manual fixing of affected records.
On completion of processing, a success message will be shown.