Bulk Actions
Copy data across accounts such as Templates, Keywords, Surveys, or Campaigns .
Can I copy data across accounts?
Avochato inboxes are unique from one another. By default, Contacts, Users, and Settings are not shared between accounts in the same organization. Using Bulk Actions, you are able to copy the following from one inbox to another:
- Campaigns
- Fields
- Keywords
- Office Hours
- Surveys
- Templates
- Users
Bulk Actions
Bulk actions allow you to duplicate Campaigns, Fields, Keywords, Office Hours, Surveys, Templates and Users from one account to another.
To access Bulk Actions:
- Navigate to the "Manage Organization" panel.
- Select “Bulk Actions” from the left side.
Within the “Bulk Actions” tab, you are able to select which objects you would like to copy (Campaigns, Fields, Keywords, Office Hours, Surveys, Templates, Users), which account/inbox you would like to copy from (source account), and which you would like to copy to (destination account).
After selecting an option on all three dropdowns, click "Confirm" to initiate the bulk action.
