You can add or edit several members at once by uploading a list in the platform. Please note that your upload will need to be in a spreadsheet format, either .csv, .xls, or .xlsx. (We recommend .csv.) Follow the steps below (or in the video above) to help you format your list correctly.
To download a template, go to Members > Upload New List.
Under Starter Templates, click Download below the format you would like to use.
Save the downloaded spreadsheet to your computer, and then open it in your preferred spreadsheet app.
You can either enter the contact info manually, or paste it into the template. The only required field is Email, though we recommend at least adding a first and last name for each contact as well.
If you need to add any additional fields to the template, (like tags for example,) you can do so by adding new columns.
Alternatively, if you already have your contact list in a different spreadsheet, you can just remove the columns you don't want to include in the upload, and change the names of the remaining columns to match our template.
Save your spreadsheet and you're ready to upload it to the platform.
To learn how to upload your list, click here.