Bulk Operation - How to Perform a Batch Status Change

This lesson describes how to use the Bulk Operation tool in the ONEcount USER OPERATIONS module to apply a batch status change to change the product status of a batch of subscribers to a particular product.

Product Statuses are created in the "Product Status" sub-menu in the INVENTORY module.

Product Status for each product and transaction (if applied) can be seen in the Subscription History section of the User Detail Page. When generating lists using the List Wizard, you can use Product Status to filter subscribers to a product by a specified product status(es).

Please refer to the Quick Start Guide - User Operations for important information about basic concepts and rules relating to imports and bulk operations.

OPENING THE BULK OPERATION WINDOW

Select Data Management from the Main Menu.

Select "Bulk Operations" from the DATA MANAGEMENT sub-menu.

This will open the Bulk Operation main window, as shown below.

Bulk Operation Main Window

1 - Copy and paste a delimiter separated list of ONEcount IDs.

2 - Select the bulk operation: Status Change will change the status of ocids entered in Box 1, Product Change will change the product all ocids entered in Box 1 are assigned to, Unsubscribe/Kills will unsubscribe all ocids entered in Box 1 from a designated product, Subscribe will subscribe all ocids entered in Box 1 to a designated product, Delete will delete all ocids entered in Box 1, and Merge will merge ocids enterd in Box 1.

3 - Select the delimiter used in the list of ONEcount IDs (Box 1).

4 - Select the status to apply to the Status Change, Product Change, Unsubscribe/Kill, or Subscribe.

5 - Select the Product(Term) that the Status Change, Product Change, Unsubscribe/kill, or Subscribe applies to. If Product Change is selected, "Select the product(Term)" will change to "Select the Product(Term)[FROM} and another box "Select the Product (Term)TO will be added. See details on Product Change below.

PERFORMING A BATCH STATUS CHANGE

1. Copy and paste the ONEcount IDs of users you wish to apply the status change to.

ONEcount IDs may be selected by running a list as described in the List and Reports manual.

You will need to select the delimiter (e.g. comma, tab, new line, other) used in this list in Step 5.

If no ONEcount IDs are entered, when you complete the steps below and select "Process" a pop-up will appear prompting you to enter IDs. (see below)

2. Select Status Change.

Status Change is selected as the default.

3. Select the delimiter used in list of ONEcount IDs that were entered.

In the example in Step 1, the delimiter is a comma. Other choices include Tab, New Line (each ID on a new line), or Other (e.g. semicolon, colon).

If you do not select a delimeter, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a delimiter. (see below)

4. Select the Status to apply / switch to.

Product Statuses are created using the Products tool in the INVENTORY module.

If you do not select a status, when you complete the steps below and select "Process" a pop-up will appear prompting you to select a status to apply. (see below)

5. Select the Product to apply the Status to.

The heading here is "Select the product(Term)..." because each term for each product is included in the list. Some products have more than one term, so this list shows all products and terms.

If you do not select a product, a pop-up will appear prompting you to select a product. (See below.)

6. Scroll to the bottom of the screen and click "Process".

7. If all users entered in Step 1 are subscribed to the product selected for a status change, a confirmation message will appear indicating the total number of updates.

8. If some of the users listed in Step 1 are not subscribed to the product selected for a status change, the following message will be displayed.

You can download the list of ONEcount IDs of those users who aren't subscribed to the product the status change applies to and/or continue with switching the status of those users that are subscribed to the product.

If you choose to download the list of users who aren't subscribed to the product, the download window will open and the ONEcount page will remain open. You can download your list, then select "click here to proceed further with changing status of users that match."

If you don't wish to download the list of users who aren't subscribed to the product, select "click here" to proceed with changing the status of those who are subscribed.

9. After selecting to proceed with changing statuses, the following confirmation message will be displayed. Select "OK" to continue changing the status of the records.

10. When ONEcount has finished processing the changes, the following confirmation message will be displayed.