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Updated on January 5, 2026

Add Members to Your Project (Manually or via CSV Upload)

Estimated reading: 4 minutes 148 views Contributors
  • You’ll need to add members to your project when you’re ready to invite people to:
  • View or edit their survey profiles.
  • Complete their individual survey.

Once a member has been added to your mapping project, either the map administrator or map member can follow these steps to edit profile information..

 

You have five options for adding members to your project:

If you have a small list of members

Or need to add one member only.

Manually on the 'Add members'' page

To see in a full page, click here.

1. Choose the ‘Manage’ drop-down for the project to add members to.

2. Click “Add Members”.

3. Fill in your new member’s information.

  1. Fill in the “First name” field.
  2. Fill in the “Last name” field.
  3. (Optional) Enter the “Segment“ to categorize the map member.
  4. Enter the Member’s Primary Email Address.
  5. (Optional) Enter the secondary alternate email.
  6. (Optional) Enter the tertiary alternate email.
  7. Click the green “Submit” button to add the member.

For CSV uploads

Your file must be formatted correctly and each member must have at least one valid email address to be added successfully.

Using a CSV to upload on the 'Add members' page

To see if a full page, click here.

1. From the ‘Launch’ ‘Add members’ tab, select ‘Choose File’ to attach your CSV file.

Select your CSV file containing the member data from your device.

Click “Template file” to download the recommended format.

Once your file is attached and appears ready, choose ‘Open’ to close the upload window.

If you have pre-existing survey data and are on a Tier III or Tier IV plan, read How To Load Pre-Existing Data Into sumApp.

If you are running into error messages that are not easily fixed, contact accounts@greaterthanthesum.com. Common error types include missing first name or last name, missing email address, or duplicate email address(es) in CSV file.

From the ‘manage members’ page

You can view your current list of members. From this page, you can also add a new member manually using the ‘create’ button.

Adding a new member from the 'Manage members' page

To see if a full page, click here.

 

1. From “Launch” tab, select “Manage members”.

2. Click “Create”.

3. Add your new member’s information and click “Save”.

1 & 2. (Optional) Enter Secondary and or Tertiary Email Addresses.

3. Bio field text comes from the Map Member’s profile. This can be edited by the project owner if needed.

4. (Uneditable) This field appears when a map member uploads a photo of themselves to their bio page.

5. (Optional) Include a Segment, if applicable.

Once a member has been added to your mapping project either the project administrator or map member can edit their member information by following these steps.

If you’re sending out a bulk email invite

Or want to add someone to your map from a link. The opt-in form will allow a new map member to opt in to your survey.

Using the Opt-In Form

Are you starting a new mapping project? The Opt In Form is one way to help get new map members into your sumApp mapping project. In this video, we discussed how to use the Opt-In form and ‘My Preferences’ options in sumApp and think about how to get members into sumApp based on different contexts.

When you have pre-existing survey data

Tiers III and IV enable you to load more information about each member, in addition to names, emails & segments. This ‘extra’ data becomes part of the member survey.

Adding Members With Pre-Existing Data

Tiers I and II only allow you to load the core fields necessary for sumApp to function – First Name, Last Name, Email(s) (up to 3), and Segment.

Tiers III and IV enable you to load more information about each member, in addition to names, emails & segments. This ‘extra’ data becomes part of the member survey, so your members can see what data you already have about them, and can edit that data if they choose to. We call this ‘extra’ data ‘Pre-Existing Data’, because you already had it in your possession before loading your members into sumApp.

Your pre-existing data might come from an event registration form, or it might come from your internal record-keeping tools. Wherever it comes from, it needs to be formatted in such a way so that sumApp knows how to incorporate it into the survey form.

More information about how to format and load your pre-existing data.

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CONTENTS


Knowledge BaseContact

The Technical Process

The Social Process

Steps to Add Members on the ‘Manage members’ page

Follow the steps below to learn how to add a new member from the ‘Manage m

Steps to Add Members via CSV Upload in sumApp

If you have a list of members to add to your sumApp project, follow the steps be

Steps to Manually Add a Member in sumApp from Add Members Page

To manually add members to your sumApp project, follow the steps below. 1. Choos

The New ‘Member Activity Logs’

Why It’s Helpful Use the Member Activity Log when you want to understand:

Canceling Your Subscription on sumApp

    1. Scroll to the bottom of the page and click “Manage your subscriptio

Downgrading Your Subscription to Tier I

1. From “My Account” scroll down to the bottom of the page to &#8216

Choosing a Subscription Plan and Number of Projects

1. From the “My Accounts” page, navigate to the bottom of the page t

Accessing the ‘My Accounts’ Page and How to Update Your Account Information

1. “My Projects” page of your sumApp account, navigate to the left-h

My Account and Billing

Managing your Account Settings and Subscription Plans The ‘My Account’ tab is wh

Article 8: Containers, Differences, Exchanges

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