How can we help?

Bulk Adding Individuals to Custom Groups

Individuals need to be added to the Individuals table in ChangePlan before they can be added to custom groups. To bulk upload people, go to the All Initiatives view > All Audience page (below):
notion image
 
Click ADD, then Click IMPORT FROM XLSX:
 
notion image
 
Click on the template file:
 
notion image
The template file has only 3 required fields: First name, Last name, Email address. This allows you to upload a list of people from other organizations.
notion image
 
You do not need to enter any other information, though you can use the other fields if you wish. Now that you've uploaded people, you can assign them to custom groups in 2 ways: Method 1. Populate a single new custom group with individuals via XLS This feature is in the All Audience page > Add audience popup window. It is accessed via the UPLOAD XLS link shown here:
notion image
 
The template XLS has just one column:
notion image
 
For clarity, this feature cannot add people who have no record in ChangePlan's individuals table. Method 2. Create multiple custom groups via XLS upload From the All Initiatives Audience page, click ADD. Click Import from XLSX:
 
notion image
 
Download the template:
 
notion image
 
List individuals in column D, separating by comma. Required fields are NAME and NUMBER OF PEOPLE (for ensuring accurate time away from BAU calculations, since some users do not populate custom groups with the individuals within them.)
 
notion image
 
For clarity, this feature can only be used to specify individuals that have a record in ChangePlan's individuals table. You can bulk upload lists of individuals into the table using the technique above, regardless of their email address.
 
Did this answer your question?
Help Center