Currently the Doorways app allows for two different types of bulk actions. The first is bulk letters. With bulk letters you can select a template to send to all the members of a group. The second option is to post a bulk transaction. The transaction will be posted to all households that are members of the group, and have an account selected. If no account has been selected, then the member will be excluded for that specific action.
Step-by-Step Guide to Creating a Bulk Letter
- Click on "Groups" in the header navigational bar.
- Select the group you wish to generate a letter for. (If you have not created a group yet, see Guide to Creating Groups)
Step-by-Step Guide to Performing a Bulk Transaction