Members
Welcome to the Members page, where you can track all members, their information, and their matches.
Utilizing Tags
View our interactive demo below!
Within the Members page, you can create Tags to identify and group certain members of your community.
Creating a Tag
For example, if you wanted to view all of the Founders in your community as a group by location, you could create Tags for “Founder”, as well as all major cities in the US, as shown below.
To create a Tag, navigate to “Tag Manager”, then click “+ Add Tag”, type in a Tag name, and click “Save”.
Using Tags
Once you’ve created a Tag, you can apply it to certain users by navigating to the “Users” tab at the top of the Tag Manager. From here, you can hit the “+” next to any user and select the tag that you would like to apply.
Utilizing Filters
You can use the “Filters” tab to sort members by Tags and Questions.
For example, you could use the tags “Founder” and “New York” to search for founders in your community who live in New York.
Inviting Members
View our interactive demo below!
There are four main methods for adding new members to your community: uploading existing member data, sending direct invitations, using an Onboarding Form Link when no data is available, or integrating member data from another product.
Uploading Member Data
Before inviting members, it’s important to upload any existing member data (such as emails and names) via CSV if you have it. This ensures that the platform has all necessary information for your members.
Inviting Members via Email
If you’ve uploaded existing member data, you can proceed to invite members to join your community via email. You can also upload members directly via email if you don’t have pre-existing data.
Adding Members through an Onboarding Link
If you prefer a simple and direct approach, and you don’t have any member data, you can instead add members by sharing an onboarding link. This method allows members to join the community by accessing the form directly, without needing to go through an email invitation process.
Adding Members through Zapier
If you want to automate the process of adding members from other platforms, such as Airtable, Hubspot, Circle, Google Sheets, etc. you can use Zapier to create a seamless integration. Though this method may require a bit more setup, it is definitely worth it.
Viewing Members
Additionally, you can toggle through different filters or use the search function to find specific members of your community. As shown below, you can sort members by Active, Invited, Pending, and Inactive.
In the “Active” tab, you will see all members who have accepted an invite.
Members FAQs
- Question: “How is personal information / data for members entered into the platform?”
- Answer: “There are multiple ways:
- Members can enter their own information through the Onboarding Form, Email Invite, or Member Profile.
- Admins can upload a CSV file to input member data.”
- Answer: “There are multiple ways:
- Question: “Can members be segmented?”
- Answer: “Yes, you can create tags on the Members page by clicking on the ‘Tag Manager’ and adding tags to segment members.”
- Question: “Is it possible to edit members once they’ve already joined the club?”
- Answer: “Admins can manage tags and delete members, but cannot edit core member information. Members, however, can edit their own information.”
- Question: “Can we ‘mass delete’ or ‘select all’ to make mass changes to all members?”
- Answer: “Yes, we do offer the ‘select all’ functionality. While you are able to delete members, this only switches them to inactive. To permanently delete members, please reach out to us.”
- Question: “I have inactive users, but I don’t have any record of them requesting me to be removed from intros. Can they ‘unsubscribe’ themselves?”
- Answer: “Yes, members are able to unsubscribe themselves by pressing the unsubscribe in the bottom of opt-in emails.”
- Question: “If we activate all members, will we still be able to retroactively invite them?”
- Answer: “We typically don’t do this, but it is feasible. After you activate members, we can inactivate them again and then invite them…so while it’s a bit hacky, it is doable.”
- Question: “If I provide you with a CSV of all the fields we would want to map to Intros, is there an easier way to map to the questions than just manually creating custom questions and adding all the options for multi-select?”
- Answer: “Yes, we can just create a new custom field at the time of mapping (without the need to create additional custom questions beforehand).”
- Question: “Why did I get an Attention Needed warning when inviting new members?”
- Answer: “The Attention Needed warning usually occurs due to a problem delivering an email. This can happen due to incorrect email addresses, network issues, or security filters. Go to the Members page, select ‘Attention Needed,’ and correct or confirm the email.”
- Question: “Is there a way to make the onboarding link private with a password? That way we can send out the onboarding link but still have it protected.”
- Answer: “Unfortunately, this isn’t a feature we have built into the product, but you can toggle on ‘manually approve’ Members in the Club Settings so that no one gets access without you approving them first. Approving them can be done in the Pending tab on the Members page.”
- Question: “Do you offer data enrichment options?”
- Answer: “Yes, we partner with a tool called Clay to do this, particularly using member’s LinkedIn profiles. When we enrich data, we can basically go as deep as we’d like. I’d say standard enrichment includes: Name, Job Title, Company, LinkedIn Headline, LinkedIn Bio, Location, Education, Industry, and Company Description. There are a ton more options for what we can enrich as well, so happy to customize this to your liking.”