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Centime Ideas
Status Released
Categories AR Enhancements
Created by Joe
Created on Mar 10, 2023

Bulk Unassign Campaigns in Customer Tab

There are cases where a client has a very homogenous customer base (in terms of collections) where a single campaign will be more advantageous than multiple campaigns (less work).

For example, the client Island elevators wants to assign the same campaign to all of their customers besides a select few (only 2% of their customers will not be on a campaign). One campaign is advantageous because it's less work and they can more easily include escalating templates (e.g. an invoice 7 days past due gets a different, less angry email then an invoice that is 21 days past due).

The issue, however, is assigning these campaigns. Since 98% of Island's customers will be on the same campaign, the easiest route right now is to assign all customers to the same campaign, then un-assign the campaign from the 2% that don't need a campaign. However, there is no way to un-assign a campaign in bulk. Currently, Island will have to click into each customer's profile to un-assign a campaign. Whereas to assign a campaign, Island can do this as a bulk action.

Client / Prospects AWAITING (internal only) Island Elevators
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  • Admin
    Stella Rafaelidys
    Reply
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    Jun 17, 2024

    @Guest This is in this week's release 56!

  • Joe
    Reply
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    May 30, 2024

    This says planned, but just wondering when the release is? @stella