The "Add Note" bulk action allows you to add a note to multiple orders at the same time. The notes are only visible internally (backers do not have access to their order notes) but will appear on the product exports. Easily add the same note across the orders or import a spreadsheet with a different note per order. Below you'll find steps to add the same note across orders, and how to import a spreadsheet for different backer notes.
Adding the same note to orders:
1) Access your orders.
Select "Orders" from the left menu to view your orders. Narrow down the orders using filters if needed. If you've created segments, you can load them and use bulk actions. Click here for help with loading saved segments.
2) Click "Actions".
Drop-down loaded on the top menu bar.
3) Select the action.
Select "Add Notes" from the Actions drop-down menu. If you'll be importing a spreadsheet, skip to the "Importing Notes to Orders" section below.
4) Enter the note.
1. Enter the note to be added to the orders and 2. click "Add Notes". The note will be listed on each of the impacted orders.
Importing notes to orders:
1) Select 'Import from File'.
Click the blue link found at the bottom of the pop-up window.
2) Prepare the CSV/Excel file.
The spreadsheet needs to contain 2 columns of data; the first column "Order ID" (123456) and the second column "Notes". It is important to title the columns exactly as they are listed, variations of the exact text may cause the file to be rejected. If the Order ID (digits only) isn't available, you can use the "Order Number" (CrowdOx-123456) or the "Email" ([email protected]).
3) ) Upload the CSV/Excel file.
Upload the spreadsheet by clicking the blue "Upload and Preview" button in the bottom right corner.
4) Process.
1. You should see a green checkmark next to the number of orders included in your import. A green checkmark means all of the orders could be located. 2. To continue click "Process Now" in the bottom right corner.
If you see a red 'x' located next to a number of orders, those are orders that could not be located. Click on the number to expand and see which lines on the spreadsheet are impacted. If you've used email addresses to identify the orders, check to make sure that the backer didn't update their email address after the orders imported. Also confirm that the backer doesn't have two pledges under one email. Click "Try Another File" to attempt again after making the necessary adjustments.
5) Close.
Once the notes have been added to the orders, click the close button in the bottom right corner.
6) Check the orders.
Double check a few of the orders to be sure that the note added correctly. You can confirm the note in the notes section of the order page.
