The Bulk Actions tool allows you to mass update all pages with just a few clicks, saving you the time of going into each one.
Table of Contents
How to Initiate Bulk Actions
To locate the Bulk Actions Tool, click on the Utilities tab and then on Bulk Actions. Once there, the menu pictured below will display.
Allow Donor to Cover Processing Fees Update - You can add or remove the ability to Cover Processing Fees from all pages.
Exit Intent Popup Widget - You can edit the Exit Intent Popup Widget on all pages.
Images Bulk Update - You can update the images on your Donation, Petition, and Video pages.
Money Pledge - You can add or remove Money Pledges from all pages.
Open Graph - You can edit the Open Graph and Twitter images across all pages.
Recurring Callout - This will update the text currently in the Recurring Callout Text on your pages.
SMS Opt-In - You can edit the SMS Opt-In Button Callout across all pages.
Thermometer Widget - You can add or remove the Thermometer Widget from all pages.
Upsell Flow - You can add or remove an Upsell Flow from all pages.
To begin, click on the bulk update you'd like to start.
This does not apply to High Dollar Pages, pages with Entry Mode, and the Storefront.
Allow Donor to Cover Processing Fees Update
Click the Allow Donor to Cover Processing Fees button to add or remove the ability for donors to cover fees from all donation pages on the account.
You will see an option to add or remove, select the desired action and click the green button Apply to All Pages button to bulk update it.
Exit Intent Popup Widget Update
Select the Exit Intent Popup Widget button, and you will be presented with the following menu.
Select if you want to either Apply or Remove the Exit Intent Popup Widget.
If you want to apply it to all pages, upload a new image and the text displayed on the widget using the fields pictured below.
Once all changes have been made, select the green button Apply to All Pages button to bulk update it.
Also, there is the option to remove an Exit Intent Widget from all pages by selecting the red Remove from All Pages button.
Images Bulk Update
Select the Images button to bulk update the Images on your Donation and Petition pages, this update will not affect High Dollar or Storefront pages.
You will see the option to update the Desktop Background, Desktop Logo, or Mobile Image. The recommended image dimensions for each type are listed below.
Desktop Background - 1920x1200
Desktop Logo - 300x300
Mobile Image - 600x600
Once the desired images have been inputted, scroll down and select the green Apply to All Pages button to confirm the update.
Money Pledge Bulk Update
Click the Money Pledge button to bulk update Money Pledges on all pages. Use the search bar to find an existing Money Pledges and decide whether to apply or remove them from your pages.
Lastly, you can decide if the Money Pledge will be set as the default for any new pages.
Once a selection has been made, the following field shall be displayed:
Open Graph Bulk Update
To begin, select the Open Graph button and select if you want to edit the Open Graph or the Twitter image.
For the Open Graph, you'll need to give it a title, a description and add a video URL and an image. Lastly, you can decide if this will be set as the default Open Graph for all new pages created.
If you don't upload an image, the default image will be the WinRed logo shown below:
If you edit the Twitter Open Graph, give it a title and description and upload an image. Lastly, decide if you'd like to make this the default Twitter Open Graph settings for all new pages created.
Once you are done, click Apply to All Pages at the bottom, and the system will begin bulk updating!
Recurring Callout Bulk Update
To update the Recurring Callout Text on your pages, click the Open Recurring Callout Bulk Updater button. Here input the Recurring Callout Text that you'd like to bulk update across your pages and decide if this should be the default for all new pages. The Recurring Callout will be blank on your pages if saved with no values.
Click Apply to All Pages to start the update!
SMS Opt In
To begin, click the SMS Opt-In button. Here you can either change the Button Callout or the Opt-In Disclaimer.
To edit the Button Callout, toggle 'Yes.' Then edit the text on the SMS Opt-In Button and choose to add or remove from all pages.
Remember that this bulk update will automatically become the default setting for all newly created pages.
If you need to update the Disclaimer, toggle 'Yes'. Then edit the disclaimer text and decide if it should be applied or removed from all pages.
Click Apply to All Pages, and you are done!
Thermometer Widget Bulk Update
Select the Thermometer Widget Bulk Updater button and click on the page type you want to update. You can add a thermometer label and click on which thermometer should be added to all pages.
Once the settings have been filled out, click the white Apply Changes button to bulk update your pages.
Please note that you can only add a leads thermometer to a petition page, and a donors/ donations thermometer to a donation page.
Upsell Flow Bulk Update
To begin, click the Upsell button, search, and select the Upsell you'd like to use for the bulk update.
Once you've picked the Upsell, decide if you'd like to apply or remove it from all pages and if it should be standard across all new pages created.
Click Apply to All Pages, and you are good to go!
If you have questions or are unsure about any of these steps, please get in touch with our support team by clicking the red chat box at the bottom right corner of your screen.