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Adding Pre-existing Data: Preliminaries

Estimated reading: 1 minute 131 views Contributors

A preliminary video on what to expect when adding pre-existing data to a sumApp project.  

 Please watch:  How to Validate a Members CSV file Before Adding it to sumApp  before watching this video

Length of video is 4:54

https://youtu.be/AWhuF-5tDDs

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Adding Pre-existing Data: Preliminaries

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CONTENTS

sumApp Member View | Connections Page | Filter by Segment

1. Click “Connections” to find members you want to add a connection to. 2. Selec

Steps to Manually Add a Segment in sumApp from ‘Manage Members’ Page

1. From ‘My Projects’, select the ‘Manage’ drop-down for the project you want to

Manage Invitations

See a list of all members in your project. Send an invitation email to your memb

Use ‘Manage’ Button to Access All Your Project Pages

Click ‘Manage’ button to access your project management pages. Edit Survey Form.

Delete a Project

A project you no longer need can be: Deleted completely Deletion is not reversib

Manage Your Subscription

Cancel your subscription. Return to sumApp. Remove a payment method. Add a payme

Editing a Member Record

Once a member has joined your Social System Map, either the member can edit thei

Editing a Member Record as a Map Member from ‘My Preferences’

1. From your project profile, click ‘My preferences’. 2. Make changes to the fie

sumApp Member View | My Preferences

Add Members

Placeholders – Unpublished Folder

The Storytelling Mode

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