Add a New Member

How to add a single new member

Go to the Members tab

Add a new member

Here you have the option to quickly add a single member, using minimal fields, or fill out all members details.

You can add your member to a pre made group here as well by ticking the relevant groups on the right side.

There is the option to send a default introductory email and password at the bottom of the form.

Using the Copy/Paste method - multiple email addresses

Go to the Members tab

Import Member List

Select Copy/paste

Enter your list of emails here. Each email address should be on a new line. They can be separated by tabs, commas, semicolons also. 

If your email address is in the format of "My Name " then that will work ok also, and it will populate the members name field with that name preceding the email address. 

Any quotes will be removed and trimmed. If the name is not provided in the email address, then the name of each member will be approximated from the username preceding the @ of each email address.

The member group is a reference that you can filter on later. Perhaps code different groups for different lists, or different trade shows etc.

If you opt in all these users, then you need to ensure that you comply with the law. You need to have offline proof of how each and every member came to be on your list.

More From This Section

Not limited to 'email lists' members can be allowed certain (limited) site privileges. There are many member security levels. These affect access to password protected pages and also to emailing lists. They are explained in more detail here
How to add a new member either singularly or by bulk.
There are multiple options to import members data
How to make a member group
To see what a customer sees when logging into the website you can quickly log in as the member.
Learn about member registration forms, passwords, and member lifecycles.
You can use our shopping cart to sell term memberships, with automated password delivery for 24/7 real time access, and our bulk emailer to communicate renewals.
You can assign members to get VIP / Price Group A pricing automatically on login.
How to assign members to groups, give different authorisation levels, or assign different price groups.
By assigning a member record to a certain administrator and configuring the additional administrators access settings, you can set it up so that each admin can only access their assigned members records.
Sales agents associated with a customer will get a CC of the order email irrespective of POS / customer portal.
You can download your members data and members reports in the CMS.
How to delete members from CMS
You can send the customer a temporary password from the MEMBERS area.
If you have set up different price groups for your wholesale or other customers you can assign a member to the relevant group via their member record

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