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Bulk actions: affiliates

Time to read: 3 min

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Bulk actions (mass actions) allows you to perform daily activities faster and more convenient. Save your time by marking several or all affiliates out and doing whatever you need with a few clicks.

General options

Currently, Affise offers the following things-to-do via bulk actions:

  • Assigning a status
  • Assigning a manager
  • Managing tags
  • Deleting affiliates

You can select several or all affiliates on the current page: the system shows you the precise number of selected affiliates.

To select all affiliates on the current page, tick the flag in the column's header:

allaff.jpeg

Every time when changes you've done via bulks are applied successfully, the message appears:

message.jpeg

 

Assign a status

To assign a status:

1) Go to Affiliates -> Affiliates Management.

2) Mark the needed affiliates with a flag.

3) Click Assign status.

4) Select the needed status.

5) Click Assign status on # affiliates.

BulkAffStatus.gif

Here you can learn more about affiliate's statuses.

Assign a manager

If you don't see this action in the bulk actions tab, check your permissions out. To do it, go to Users -> Users Management -> a certain user -> Permissions.

 

You should have the following permission: Users -> Users list -> Read.

permis.jpeg

To assign a manager:

1) Go to Affiliates -> Affiliates Management.

2) Mark the needed affiliates with a flag.

3) Click Assign manager.

4) Search for a needed manager by his name or email.

5) Select the needed manager.

import.pngThe list of managers contains all the users, regardless of the user type they have.

6) Click Assign manager on # affiliates.

BulkAffManager.gif

Here you can learn more about types of users.

Manage tags

You can either add a new tag or delete all the tags the affiliate has.

When you add a new tag via bulk actions, such a tag will be added to ones, which the affiliate already has. 

When you delete tags via bulk actions, all tags will be deleted, including ones, which were added on the affiliate's edit page.

To manage a tag:

1) Go to Affiliates -> Affiliates Management.

2) Mark the needed affiliates with a flag.

3) Click Edit tags.

4) Select one of two options:

    a) Add new tags

    b) Clear all tags

4.a) To add a new tag, click Add new tags, start typing a tag, then press Enter.

4.b) To delete all tags, click Clear all tags.

5) To apply changes, click Assign tags to # affiliates or Clear tags from # affiliates, depending on the option you've chosen.

BulkAffTag.gif

Delete affiliates

To delete affiliates:

1) Go to Affiliates -> Affiliates Management.

2) Mark the needed affiliates with a flag.

3) Click Delete. You see a warning window, where the number of selected affiliates is shown.

Deleteaff.jpeg

4) Type the Delete word. This validation is needed to prevent accidental deleting of affiliates. The case of the word doesn't matter.

5) Click Delete.

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