Ways to Add Members to the Community

Go to: Community >> Members >> Member List

Click Add Members and choose the option that meets your needs.

1. Import Members: Click Download Template. Add member details to the downloaded template without changing the first row. Save the file, upload it, and click Add Members.

   The import template includes all Global Community Member Profile fields.
   

   To set a member's status during the upload, enter the appropriate value in the Status column:

   • 1 = New
   • 2 = Verified

   Set Status to 2 if uploaded members should be Verified. If User sign-up control is enabled, they will instead move to Pending moderator approval. The upload will set them to Verified only when User sign-up control is disabled.

   Double Opt-In is on by default. Turn it off before importing data if your process requires it.
   

2. Add Members Manually: Select the source and enter the member details in the space provided, using the following format:

   Email Address,First Name,Last Name,Password,Member Type(0=Web/Standard, 1=Tester),Custom1,Custom2,Custom3,Custom4,Custom5,Custom Field 1,Custom Field 2,etc.

   Once done, click Add Members.

   

You can post the community portal URL on your website, page, blog, or social media. Users can then join through the portal.

To search by email address, enter any part of the address in the search field. Matching members will appear in the results.

For an advanced search, click the funnel icon and apply the filters you need.

The funnel displays the number of active filters. Click the reset icon to clear all applied filters.

Hover over the member's row and click the pencil icon to edit their details.

Yes. You can delete members in the following ways:

1. Hover over a member's row, click the bin icon, and confirm the deletion.

   

2. Select the checkbox beside a member, click Delete Selected, and confirm the deletion.

   

3. To delete multiple members, select the checkbox in the table header, click Delete Selected, and confirm the deletion.

   

Click the export icon to the right of Add Members. You can filter the export using Profile, Invitations & Surveys, Sign-Up & Access, and Custom Variables.

Yes. Turn on Export Answer Codes/Index when downloading the file. Codes and index values are available only for multiple-choice profile fields.

Yes. Turn on Skip Global Profile Information when downloading the file.