MemberX members and signups

Overview

MemberX → Members is your member list. A member's Mobile number is how the AI recognises them when they text the club, and Receives SMS blasts decides whether they get your text blasts. Members can also apply through a signup form on your website; applications arrive as Pending until you approve them.

Steps

Add or edit a member

Go to MemberX → Members and click Add member, or Edit on a row.
Fill in First name, Last name and Email (required), and the Mobile number in international format, for example +14165550123. Ten-digit North American numbers are converted automatically.
Set Status. Only Active members are recognised on SMS and receive blasts.
Tick Receives SMS blasts if they agreed to receive texts, and pick their Interest groups.
Click Save.

Import members from a spreadsheet

Save your spreadsheet as CSV with a header row. Columns: email (required), firstname, lastname, phonenumber, profession, linkedinprofile, role, status, optinsms (yes/no), groups (separated by ;).
Click Import CSV and choose the file.
Rows are matched by email: existing members are updated, new ones are added. Skipped rows are listed with the reason.

Approve signups

Filter by Pending to see new applications.
Click Approve to make the applicant an active member, or Edit to review details first.

Go to MemberX → MemberX settings → Signup form.
Choose the optional fields (Mobile number, Profession, LinkedIn profile) and the Interest groups offered.
Click Save settings, then copy the Embed code into your website where the form should appear.
To be emailed about new applications, add addresses under Staff notifications → Email on new signups.

The form picks up your settings each time it loads, so you never need to change the embed code.

Tips

Interest groups are set in MemberX settings → Interest groups, one per line. They are used to target SMS blasts.
Deleting a member also removes their RSVPs.
The signup form has built-in spam protection and rejects duplicate email addresses.