Online Membership Database for Easy Member Administration

Online Member Database


Transcript

Let’s look at the member database.

In Wild Apricot, members are a type of contact, so all your members will appear in your contact database. To perform specific membership management tasks, you select the Members tab at the top of the screen. 

There are a couple of different ways to add members to the database.

Spreadsheet import is the quickest way to enter a number of records at once. You may already be maintaining your records in Excel or a similar spreadsheet program. Or, if you’re using some other system for your member records, it’s likely you will be able to export the data into a spreadsheet. You can also export your member data from Wild Apricot to a spreadsheet at any time, so it's easy to get your membership data in and out.

For now, let’s look at how we add a member manually.

I’ll give this person a password, and then we’ll put in his name, his organization, and his email. I’ll also put in how this person heard about us, which is a custom field that I’ve set as mandatory. And now we have to approve this person as a new member, which is also part of the process when a new member applies online.

Let’s go back to the contact list and do another basic search for Albert. You can see the new record "Albert Member" is now in my database.


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