Add Members

Tiers II, III & IV include member management for your project. You can add members manually or with a CSV upload.

1. Indicates what page you’re on, within your project.
2. Indicates which project you’re currently working on.
3. Shows you’re in the first tab of the project phases navigation bar – Launch.
4. Shows your project status. Toggle on to enable project members to submit their survey responses.
5. Shows you’re in the ‘add members’ tab of the Launch phase.
6. Allows you to attach a CSV file with your members basic information. First Name, Last Name, Email, and Segment [optional].
7. Click the Template File link to download the template file to upload members by CSV.
8. Manually add an individual new member using First Name, Last Name, Segment [optional].
9. Add at least one email.
10. Indicates you are on the manually add member section.
11. Select ‘Submit’ when adding manual members or by CSV upload after attaching your CSV file.