Introduction
Purpose: This article explains how to use the Bulk Operations menu in SocialLadder to efficiently manage points, sales, and rewards for ambassadors.
Context: The Bulk Operations feature allows program admins to perform mass updates, saving time and ensuring consistency across ambassador profiles.
Accessing the Bulk Operations Menu
To access bulk operations, follow these steps:
Navigate to Settings → Bulk Operations.
Select the appropriate bulk action (Add Points, Add Sales, or Create Rewards).
Managing Ambassador Points in Bulk
Bulk Adding Points to Specific Ambassadors
To manually assign points to a list of ambassadors:Go to Point Management → Upload a bulk file to add Points to many ambassadors.
Click Get Started and download the template.
Fill out the template with the following details:
UserID (Required): Unique identifier for the ambassador.
Points: Number of points to add.
Description: Reason for adding points (e.g., "Bonus for engagement").
Upload the completed file to the platform.
Review the data and confirm the update.
💡 If you want to exclude these points from reports, mark the option “Is this a bonus?” before uploading.
Bulk Adding Points to a Segment
You can also distribute points based on ambassador segments:Go to Point Management → Add Bulk Points to a Segment.
Select the segment and enter the number of points to assign.
Provide a description to maintain a clear record of the transaction.
Click Submit to complete the process.
⚠️ Note: Points will only be awarded to current segment members. Future members will not receive these points retroactively.
Managing Sales in Bulk
Bulk Uploading Sales Data
Click +Upload Sales and download the sales template.
Fill out the required fields (* indicates mandatory fields):
*TransID: Unique sale order ID.
*Email: Ambassador’s registered email.
*TransAmount: Total value of the sale.
*TransUnits: Number of units sold.
PromoCode: (Optional) Promo code user for the sale.
OverridePointValue: (Optional) Adjusts the point value for the sale.
UDF Columns: (Optional) Open fields for additional details.
SaleDate: (Optional) defaults to the upload if left blank.
Upload the completed file.
Resolve any validation warnings.
Select the correct store.
Click Bulk Add Sales to finalize the process.
Managing Rewards in Bulk
Create Bulk Rewards
Shopify Integration Required: This feature integrates with Shopify and requires support from your CSM or SocialLadder Support.
Recommendation: Avoid using this feature without guidance from the support team.
Best Practices/Tips
Double-check templates before uploading to prevent errors.
Use descriptive descriptions in your uploads for better tracking.
Test bulk uploads with a small dataset before processing large amounts.
Coordinate with your CSM if performing bulk reward uploads.