How To Upload Members to Wisdome
QUICK LINKS ⤵
How to Upload Multiple Members at Once
In this article you'll find the following guides:
Adding Members in Bulk
How To Obtain Your Membership Unique Code
How To Add Members Individually
Note: After uploading your members, they’ll receive an access code, registration link, and instructions to activate their membership account.
BEFORE ANYTHING❗❗
Click HERE to create your membership levels first before uploading your members’ data.
Bulk Upload: How to Upload Multiple Members at Once
After uploading your members in bulk, the confirmation screen will look like the screenshot below:
NOTE:
After creating membership access levels, follow these steps to easily upload multiple members at once.
The Process:
1. Obtain Your "Unique Code:" Go to 'Memberships' in the sidebar menu.
2. Copy your 'Unique Code'.
3. Navigate to “Members”
Click 'Members' in the left-hand menu of your dashboard.
4. Choose a Method to Add Members:
+ Add Member: Add members individually.
+ Import Members: Upload multiple members at once.
5. Importing Members in Bulk: Uploading Multiple Members at Once
👇Please watch our demo below. Note: This video does not have an audio.
To upload multiple members at once, please follow these steps:
Download the CSV file template.
Click "+ Import Members".
Download the provided CSV template file.
Fill Out the CSV Template
Fill out the template with the following details of each member. Items BOLD are required for import
First Name
Last Name (Surname)
Email
Phone
Location
Birthdate
Joined Date
Membership level (Enter your access level's "Unique Code" associated with the membership access level you've created in Wisdome.)
Renewal Frequency ("Monthly", "Yearly", "Lifetime", or N/A")
8. Click the "Choose File" option to upload your file.
9. Click 'import' members.
*NOTE ON UPLOADING MEMBERS*
🚨 When setting up your platform - be sure to only upload ADMIN member (test members) first so you can preview content etc from Members view. Once you are ready to release your platform to your members, then and only then should you bulk import your members. This is because as soon as you bulk upload your members - they are invited to your platform!
☝ TEST MEMBER = When testing the platform to view members panel (the area members access), our tip is to use a personal email address of yours and anyone else who you want to view content PRE LAUNCH.
Adding Members Individually
Click here to watch Our Demo Below: Adding Members Individually
You can individually add customers to your membership. This is particularly useful when adding a few members to your account. Here's how to proceed:
Select “Members” on the upper left-hand side of your dashboard.
Click “+Add Member.”
3. Enter your member's email address.
4. Add the following details of your member:
First Name
Last Name
Mobile Number - Not required
Package (Select Monthly or Annual subscription.)
Subscription Type (This is the membership Access Level assigned to your member.)
Birth Date - Not required
Join Date
Location
5. Click Save.