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(Legacy) Member List Page

Updated over 2 weeks ago

This is an older article. See Member List Page for the newest features.

Overview

The Member List page gives you a list of all Members.
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To access your list select Members > List or click here.

If you prefer the Legacy Views, here's how to access them consistently:

  1. Open the classic list view by using the direct link ( member, referral, and reward)

  2. Hover over the respective page and click the πŸ“Œ pin icon in the "My Shortcuts" section of the vertical navigation bar

  3. Open the Legacy views directly from "My Shortcuts"

Filtering the list

Use the drop-down menu to refine your member list by program. You may filter your data by Program, Member Status, or Create Date using the filters at the top of the list.

Use Member Segment for more advanced filtering.


Additional Member Actions

From this view, you can also take additional Member actions include

  1. Add New

  2. View Details

  3. Edit

  4. Disable

  5. Delete

Download Member List

If you would like to download a CSV of all Members, choose All Programs. Otherwise, choose which program and filters you would like the list for.

At the bottom of the Member List, there is a downward arrow. Click this arrow to download the CSV.

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