Overview
Member add features help you get members into a program so the members can start sharing and earning rewards. You shouldn’t just add members when going live with a new program – you should add members on an ongoing basis well after you go live
What we'll cover in this article:
Before You Start
You need Admin, Manager, Operator or Supervisor access (Supervisors can only add members to their assigned program).
Decide whether to send an Invite Email to each member when you add them. This option is turned on by default.
Where to Add Members
Add single member: Actions (button, available from any admin page) > Add Member
Import multiple members: Actions (button, available from any admin page) > Bulk Import > Preload (under Members)
Add members from Invite Contacts: Invite Contacts page > Add Contacts (section, top left)
Adding a Single Member
1. Select Actions > Add Member.
You can access the Actions button from any admin page.
2. Select the Program you'd like to add the member to.
3. Enter the member's first name, last name, and email address.
4. Decide whether you want to send an Invite Email to the member This option is on by default. We recommend leaving it on.
5. Optional: Enter additional information about the member. This isn't required. You can always add it later from the member's Profile.
6. Select Add Member. The member is now added to the selected program, and you should see them added to the program's Member List. If you didn't send an invite email, the member's status shows as Preloaded. If you sent an invite email, their status shows as Invited.
Note: To add more information about a member later, open their Member Profile and select Edit Properties.
Adding Members in Bulk
You can add members in bulk via a Bulk Import.
For more information on this process, see our Import Guide.
1. Select Actions > Bulk Import
2. Select Preload (under Members).
3. Select the program you’d like to import members into.
4. (Optional) Name the import list.
For instance, if the list is of customers who first used your services in December 2024, you might name it "December 2024 New Customers."
The list name makes it easy to find members from this import later.
5. Select Continue Import.
6. Upload a CSV, XLSX or XLS file that follows the import guidelines and has a member identifier (e.g. email) or use the import example template as a starting point. You can also copy and paste existing table data from a spreadsheet.
7. Review the import preview and check for any errors.
8. Once you’re ready, click Import. You should see the members added to the program you selected.
Note: Importing new members does not trigger a Confirmation Email by default.
Any other automated emails already enabled in your program, such as the reminder email, referral status update emails, and Monthly Summary emails, will still be sent to these members going forward.
Adding Members via the Invite Contacts Page
If you'd like to add members immediately prior to sending out an invite email, you can also add them directly from the Invite Contacts page.
Open the Invite Contacts page.
In the Add Contacts section, at the top left, choose how to add members:
Add a single member manually
Bulk import members
You can also enable Preload New Customers to automatically add customers to your program as preloaded members (members ready to be invited).
When enabled via the automation settings, this will bring in contacts from all programs. But only one program can auto-add at a time
What's Next?
Learn About Member Statuses: See The Member Lifecycle (Member Statuses) to understand what Preloaded, Invited, and other statuses mean.
Check Your Member Limit: See What happens when I reach my Member limit? for details.
Add Referrals: Once members are added, see How do I manually add a Referral? for next steps.