Creating and Importing a Member Group

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• How to Create a Group and Edit a Group Name?

  How to Create a Group? Click Dashboard Click Contact Groups Click Add New Group button Enter a Group Name (e.g. Executive) Click Add Group button Provide a Group Description If you are defining a member group, click the check box for Member Type If ...

• Managing Member Dues Categories

  Create a Member Dues Category Click Dashboard Click Dues Management in left side menu Select Dues Categories in horizontal menu Select Create New Dues Enter a Dues Category Name e.g. Professional Member Select from the dropdown the corresponding ...

• How to View Add and Remove Members of a Group?

  To View Members of a Group Click Dashboard Click Contacts Groups Click View button for the group you wish to view NOTE: The grid will display all members of the group. Use the Filter to view expired or valid members. To Add an individual to a Group? ...

• How to Import Sessions into the Program

  NOTE: Do not run the import sessions multiple times with the same data; otherwise, it will create duplicates. Do not import sessions that already exist as this import will not update sessions. Only use to import NEW sessions. If you have more than ...

• How to Import Contacts into a Group?

  Click Dashboard Click Manage Groups Click Manage button beside the group to edit Click Batch Operations tab Click Download Template link under the Batch Group Import section and follow the on-screen instructions on how to populate the file. Once the ...