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 ...

• How to Import Contacts into a Group?

  From Admin Dashboard Click Contacts from left-side menu Click Contact Groups from left-side menu 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 ...

• 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 ...