How to Import Contacts in Membership Management

Contacts offer valuable insight into the people who are interested in your event. These are people who have attended your event(s) or entered their email during the registration process. Having this information is crucial for sending follow up emails for future events or other membership opportunities.

PheedLoop offers the ability to import these contacts to the Membership Dashboard from third party sources.

Importing Contacts in Membership Dashboard

From the Membership Dashboard, navigate to Contacts > Profiles
Select the upload icon
Select Download Template
Enter the information into the .csv file and save it
Upload your .csv file
1. If you would like to manually create a contact, select Create.
Once the information is filled out, select Save Changes

Creating Custom Fields

Custom fields can be included and used as necessary. All custom fields will appear as a column in Contacts > Profiles.

From the Membership Dashboard, navigate to Contacts > Custom Fields
Above the Custom Fields table, select Create
Fill out the Name field
Select Save Changes

On the same page, it is also possible to download all custom fields as a CSV file. This can be done by selecting the Download CSV button on the right side of the Custom Fields page. Any created custom fields will automatically be in the template.

Downloading Contacts from the Membership Dashboard

Contacts can be downloaded as a report through the Members report.

From the Membership Dashboard, navigate to Data & Reports > Custom Reports
Above the Reports table, select Create
Under Report Type, select Members
Enter the name under the Name field
Under Fields, select the information that applies to you
Select Save Changes

Now that your report is created, you will want to generate the report in order to download it.

Select the checkbox of your newly created report
Above the Custom Reports table, select Actions > Generate Report
Select Download Previous Report