WS2: Content Engine -- Social Connections

23. Bulk Onboarding

Batch workflow for onboarding multiple practices at once. HQ Ops selects practices, chooses an invite method (email or SMS), customizes the invite template, and sends invitations. Practice managers then connect their social accounts via a self-service link. Used during initial rollout or brand universe expansion.

Variation A

Progress Stepper + Invite Method Cards + Practice Table

Classic wizard-style flow. A horizontal progress bar tracks the overall workflow. The current step (Invite) shows two invite method options as radio cards, a selectable practice table with checkboxes, and an email preview panel. The footer shows selected count and a send button.

< Back to Directory | Bulk Onboarding
Batch #047 -- 12 practices
1
Select
2
Verify
3
Invite
4
Track
5
Activate
Choose Invite Method
Email Invite
Send a branded email with a one-click connect link. Manager can forward to the right person if needed.
87% completion rate -- avg 2.3 days to connect
SMS Invite
Send a text message with a short link. Faster response but limited formatting. Best for managers who check email infrequently.
92% completion rate -- avg 4.1 hours to connect
Practices to Invite
Select all | Deselect all
Practice Brand Manager Email Status
SGA Legacy #103 SGA j.martinez@sga103.com Ready to Send
SGA Legacy #104 SGA k.thompson@sga104.com Ready to Send
Gen4 Lakewood Gen4 a.patel@gen4lakewood.com Ready to Send
MODIS Eastgate MODIS r.johnson@modiseast.com Ready to Send
Gen4 Northpark Gen4 No manager email on file Missing Info
+ 7 more practices (scrollable)
Email Preview
Customize Template Send Test Email
Back: Verify 12 practices selected (1 missing email -- will be skipped)
Send 12 Invites
Best when: Rolling out to a known batch of practices. The invite method cards with completion stats help HQ choose the right channel. The practice table with checkboxes supports selective sending. The email preview on the right lets ops verify the message before sending. This is the recommended layout for the initial 260-practice rollout.
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Variation B

Checklist-Style -- Per-Practice Invite Customization

Each practice is an expandable checklist item. Collapsed shows name, manager, and status. Expanded shows per-practice invite customization (email subject, personal note, channel selection). For when practices need different treatment.

< Directory | Bulk Onboarding -- Invite Step
12 practices Save Draft
Select
Verify
Invite
Track
Activate
Default Method: Email
Apply to all: Same Subject Same Note
SGA Legacy #103 j.martinez@sga103.com Ready v
SGA Legacy #104 k.thompson@sga104.com Ready ^
Invite Method
Email v
Manager Email
k.thompson@sga104.com
Personal Note
Hi Kim, excited to get your practice connected! Call me at x4521 if you need help with Google Business access.
Channels to Connect
Instagram Facebook GBP Weave TV
Gen4 Lakewood a.patel@gen4lakewood.com Ready v
MODIS Eastgate r.johnson@modiseast.com Ready v
Gen4 Northpark No email on file Missing v
+ 7 more practices
Back 11 of 12 ready to send
Preview All Send 11 Invites
Best when: Different practices need different treatment -- some managers prefer SMS, some need custom notes, some should only connect certain channels. The expandable per-practice customization gives ops fine-grained control. "Apply to all" shortcuts prevent repetitive data entry when most practices are similar. Trade-off: slower than batch send for uniform rollouts.
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Variation C

Batch Upload -- CSV Import with Validation

Spreadsheet-first approach. Ops uploads a CSV with practice names, manager emails, and channel preferences. The system validates the data, shows a preview with pass/fail indicators, and sends invites for all valid rows. Ideal for large-scale rollouts managed via spreadsheet.

< Directory | Bulk Onboarding -- CSV Import
Download Template
1
Upload
2
Validate
3
Review & Send
4
Track
sga-batch-april-2026.csv uploaded 48 rows -- 45 valid, 3 errors Re-upload
45
Valid -- Ready to Send
3
Errors -- Will Skip
0
Duplicates
Data Preview
Practice Name Brand Manager Email Phone Method Status
OK
 SGA Legacy #103 SGA j.martinez@sga103.com (918) 555-0103 Email Valid
OK
 SGA Legacy #104 SGA k.thompson@sga104.com (918) 555-0104 Email Valid
OK
 Gen4 Lakewood Gen4 a.patel@gen4lakewood.com (405) 555-0201 SMS Valid
!
 Gen4 Northpark Gen4 (empty) (405) 555-0301 Email No Email
OK
 MODIS Eastgate MODIS r.johnson@modiseast.com (918) 555-0401 Email Valid
!
 Unknown Practice ??? x.person@unknown.com (000) 000-0000 Email No Match
Showing 6 of 48 rows -- scroll for more
Validation Errors (3)
Row 17: Gen4 Northpark -- Missing manager email
Row 32: Unknown Practice -- No matching practice in system
Row 41: MODIS Lakeside -- Invalid email format
Export Errors CSV
Send Settings
Default Method
Use CSV column (Email/SMS) v
Send Schedule
Immediately v
Follow-up Reminder
After 48 hours v
Invite Expiry
72 hours v
Back 45 valid invites ready 3 will be skipped (errors)
Preview Sample Send 45 Invites
Best when: Onboarding a large number of practices at once (50+) and the data already lives in a spreadsheet. CSV import matches existing HQ workflows where practice data is managed in Excel/Google Sheets. The validation pass/fail preview prevents bad data from entering the system. Export Errors CSV lets ops fix issues offline and re-upload. Best for the initial 260-practice rollout.