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How to assign members to a membership

You will now be presented with a summary of the members you are importing. On this screen you can select which memberships to give to these members, and whether you wish to notify these members by email about their membership:

Once you are happy with your selections, click “Import” to finalise the import of these members.

List of names and emails import

If you wish to provide a list of names and emails inside the OptimizeMentor interface (sometimes more suitable for quickly adding just a few members). – you can use the list of names import.

Select the List of names and emails option, and enter your members names in the following format:

Joe Blogs, joe@example.com
Jane Blogs, jane@example.com

Each new member should be on a new line, You should not include any information except first/last name and email address.

Once you are happy with your member list, click “import” to begin the import process.

You will now be presented with a summary of the members you are importing. On this screen you can select which memberships to give to these members, and whether you wish to notify these members by email about their membership:

Once you are happy with your selections, click “Import” to finalise the import of these members.

Updated on November 28, 2022

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