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Action: Assign event steps


Set event steps

When you are checking off an event or an event step for multiple contacts at once, using an action can be a great time-saver. (If you are new to events, check out the Events overview article for more information.)

For this example, we’ll show how to check off signed cards for a group of contacts we visited last week.

  1. First, we’ll run a search for people on our house visit list. Then, from the Search Results page, we’ll select the contacts who have just signed their cards. (If you need help running a search, check out the Create and save a search article.)
  2. With the contacts selected, we’ll go to the Actions drop-down menu and choose Assign Event Steps.
  3. When prompted to select an event step, we’ll choose the Card > Signed step and click Add.
  4. Broadstripes will automatically update all of the contact records that we selected to show that their cards are signed. A pop-up box will appear to confirm our update.

Unset (uncheck) an event step

If you want to uncheck (rather than check) an event step for a group of contacts all at once, you can do that from the actions drop-down menu, too. In this example, we have a list of people who were accidentally marked as having signed cards. We need to correct their records to show that they haven’t yet signed a card.

  1. Again, we’ll start by running a search. From the Search Results page, we’ll select the contacts we need to correct. (If you need help running a search, check out the Create and save a search article.)
  2. With the contacts selected, we’ll go to the Actions drop-down menu and choose Assign Event Steps.
  1. When prompted to select an event step, we’ll choose the Card > Signed step.
  1. Finally, we’ll click Remove to unset (uncheck) the Card > Signed event step.
  2. Broadstripes will automatically update all of the contact records that we selected to show that their cards are no longer signed. A pop-up box will appear to confirm our update.