Learn to manually add Members onto your site by granting an Offer during import.
Tip:
Segment your list to organize and personalize your contacts experience with your brand and business.
To add a new member:
- Open the People tab from your Dashboard.
- Click + Import Contacts.
- Select Add a single person.
- Enter the information for your contact.
- Click Continue to Import Actions.
- Select the Bulk Actions you wish to apply to your contact (e.g., Grant Offer, Subscribe your contact to your marketing emails).
- Click Continue to Summary.
- Read your import summary to confirm.
- Then, click Confirm import to apply:
Tip:
Add and Grant an Offer to multiple Members simultaneously by using the Upload File or Copy/paste from file option.
After adding the contact and creating them as a Member, your new Member(s) will receive login credentials from the Member Welcome Email along with the Offer Grant Confirmation email sent by your site. Learn to edit the automated emails sent by your site.
