Import Audience Targeted Option for Impacts
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Published on March 25, 2025Import Audience Targeted Option for Impacts
Overview
Previously, users had to manually select individuals one by one when assigning impacted stakeholders under Impacts within a single initiative. With the new Import Audience Targeted option, users can now bulk import individuals using an Excel template, saving time and improving accuracy for large-scale change initiatives.
This feature enables change managers to efficiently assign impacted audiences while ensuring better visibility and validation before finalizing the list.
How to Import an Audience for Impacts
Step 1: Navigate to the Import Option
- Open a Single Initiative in ChangePlan.
- Go to the Impacts tab.
- Click Import Audience under the “Audience Impacted” section.
Step 2: Download and Fill Out the Import Template
- In the Import Individuals window, download the provided template (Template.xlsx).
- Open the template and fill in the necessary details:
- Email Address (must match an existing individual in ChangePlan)
- Impact Level (High, Medium, Low)
📌 Note: Ensure that all email addresses match those already added in the Individuals or Org Chart sections. Otherwise, the system will not recognize the individuals and will return an error.
🔹 Best Practice: Use lowercase email addresses to prevent mismatches.
Step 3: Upload the File and Review the Summary
- Click + Choose File and select the completed template.
- The system will validate the data and display an Imported Individuals Summary with:
- Name
- Email Address
- Impact Level (as specified in the template)
- Review the list for accuracy and ensure no missing individuals.
- Click Continue to complete the import.
📌 Tip: If you encounter any errors, check the import guidelines to ensure formatting and email matches.
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