How do I create multiple action plans using Bulk Upload?

Bulk Upload allows you to create many action plans at once, which is useful at the start of a fiscal year or for a specific campaign. 

Step 1: Prepare your spreadsheet 

1. Create a spreadsheet with one row per plan you want to create 

2. Include a column with the VANID of each contact who should receive a plan 

3. Add columns for all plan fields you want to populate: 

   1. Designation 

   2. Campaign 

   3. Primary Solicitor 

   4. Ask Amount 

   5. Projected Amount 

   6. Expected Ask Date, Etc. 

4. Save as a CSV file 

Step 2: Access the Bulk Upload tool 

1. Navigate to the Bulk Upload feature [NEEDS VERIFICATION] 

2. Select your CSV file for upload 

3. The system will analyze your file structure 

Step 3: Map your fields 

1. In the field mapping screen, select "Apply Action Plans" as the mapping type 

2. Map the VANID column to the appropriate identifier field 

3. Map your remaining columns to the corresponding action plan fields: 

   1. Designation 

   2. Campaign 

   3. Primary Solicitor 

   4. Ask Amount, Etc. 

Step 4: Review and confirm 

1. Verify that all fields are correctly mapped 

2. Check for any warnings or validation errors 

3. Submit the upload 

Step 5: Verify your action plans 

1. After processing completes, check a sample of contact records 

2. Confirm that action plans have been created with the correct information 

3. Make any individual adjustments as needed 

What else do you need help with? 

• Understanding Moves Management Action Plans 
• How do I edit an existing action plan? 
• How do I add and track pledges in an action plan?