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InfluiTip #23: Bulk - Manually Created Activities

Overview

This article provides a guide on how to manually log activities for multiple advocates at once in the InfluiTip platform. It includes a step-by-step process for awarding points to a group of advocates for non-challenge related contributions.

 

Information

Below are the instructions for logging activities and awarding points to multiple advocates simultaneously.

 

 

Bulk Activity Logging

As Support Specialists, we understand the importance of recognizing advocates' contributions. The new batch action for logging activities is designed to simplify this process.

 

Step 1

Navigate to the Advocates tab. Use the selection checkboxes to choose the group of Advocates you wish to award.

Step 2

After selecting the advocates, click the “Actions” drop-down menu and choose “Log Activity”.

Step 3

Fill out the activity details, including the activity name, notes for the activity, the amount of points to award, and the date of the activity.

Step 4

Click the "Log Activity" button to finalize and award the points to the selected group of advocates.

 

FAQ

How do I select multiple advocates for bulk activity logging?

Navigate to the Advocates tab and use the checkboxes to select the advocates you want to award.

Can I award different amounts of points to each advocate in a bulk action?

No, the bulk action will award the same amount of points to all selected advocates.

Is it possible to log activities for advocates not related to a challenge?

Yes, you can manually log activities and award points for contributions not related to a challenge.

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  1. Priyanka Bhotika

  2. Posted

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