How to use Batch Actions in Graphly

The Record Reveal feature in Graphly not only allows users to view detailed records directly from data points in reports but also provides the capability to perform batch actions on selected records. This enhanced functionality streamlines your workflow by integrating deeper data analysis with actionable processes.

How to Use Batch Actions

Hover and Click a Data Point: In any Graphly report, hover your mouse over the data point you are interested in, then click it to open the list of records contained within.

Select Records: Tick the checkboxes next to any of the records you wish to perform batch actions on. Once you select any records, a drop-down menu will appear with batch action options.

Batch Action Options

The batch actions are divided into two main categories: Tag Triggers and Campaign Triggers.

Tag Triggers:

• Apply an Existing Tag(s): Add one or more existing tags to the selected records.
• Create and Apply a New Tag: Create a new tag and apply it to the selected records.
• Remove a Tag(s): Remove one or more tags from the selected records.

Campaign Triggers:

• Start Campaign Sequence: Initiate a campaign sequence for the selected records.
• Stop Campaign Sequence: Halt an ongoing campaign sequence for the selected records.

Benefits of Batch Actions

• Efficiency: Perform multiple actions on numerous records simultaneously, saving time and effort.
• Integration: Seamlessly integrates with Keap, allowing for smooth transitions between data analysis and action.
• Flexibility: Provides a variety of actions that can be performed on records, enhancing the capability to manage and utilize data effectively.

Example Use Case

Suppose you have identified a group of leads in a sales report that requires follow-up. Using the Record Reveal feature, you can display the relevant records. You can then select these records and apply a tag indicating “Follow-Up Required” using the batch action. Additionally, you can start a campaign sequence to send follow-up emails to these leads, all within a few clicks.

By utilizing the batch actions in conjunction with the Record Reveal feature, you can efficiently manage and act on your data, making Graphly a powerful tool for optimizing your business processes.

Conclusion

The combination of Record Reveal and batch actions in Graphly enhances your ability to analyze and act on data directly within the platform. These features provide a comprehensive solution for managing records, streamlining workflows, and integrating actions with Keap.

For more detailed information and other features, please visit the Graphly Knowledge Base.