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. Enter additional information about the member if you wish. This is not required; you can always add additional information later via the member’s Profile.
5. Select Add Member. The member is now added to the selected program and is considered a “Preapproved” member.
To send a Welcome Email, select “More Options” then “Send Welcome Email.”
If you need to add more information about a member, you can edit their information by accessing their Member Profile and selecting 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 Import New (under Members).
3. Select the program you’d like to import members into.
4. (Optional) Name the list you’ll import members into.
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 will easily let you find members from this import for email campaigns, and easily identify members from a given import.
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. You’ll get a preview of the import – make sure you’re happy with the way the records were imported and check for any errors.
8. Once you’re ready, click Import. The members will be imported into the program you selected.
By default, importing new members will not trigger a Welcome Email. But keep in mind – any other automated emails that are currently enabled in your program will be sent out to members in the future (i.e. the delayed welcome reminder email, referral status update emails, and Monthly Summary emails).