Membership Manager QS

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Copyright © 2008 Compete-At.com 2009




Membership Manager Quick Start Guide

Membership Manager combines all the necessary tools to run your club, association or community member baseorganization in a single hosted solution. A powerful member database, a website, Email communication tools anevent registration are tightly integrated to save you time and money.

For admin technical support visit www.compete-at.com/support.

Your Membership Admin HomepageThe homepage provides a dashboard view into the status of your membership.

http://www.compete-at.com/support

http://www.compete-at.com/support





Configure Global Settings Home >> Setup

From the main setup page you can configure the global settings for your membership.

Step

1





Membership Levels Home >> Setup >> Levels

Before importing or adding any members, you need to create the different types of memberlevels for your organization.

Step

2




Membership Manager Quick Start GuideMembership Manager Quick Start Guide

Custom Attributes Home >> Setup >> Custom Attributes

Create unique fields in your member database in various formats. Please Note: Personal

information such as name, address, etc. are standard fields and should not be duplicated.

Step

3




Membership Manager Quick Start GuideMembership Manager Quick Start Guide

Website Home >> Setup >> Website

Create a public webpage to display benefits of membership and solicit new members.

Step

4





Import Members Home >> Members >> Import

If you have an existing database of members, Compete-At can assist you with data migration.Itʼs critical that the import is done correctly the first time.

Step

5

Using the Data Import CSV Template File

Note: You can open the template file in MS Excel or similar program. Do not delete or move any columns.

You can only import members to one level at a time. It is important to create your levels and custom attributes

first before doing an import.

Special Columns (Note: Be sure to download the custom attribute spreadsheet to see your values)

Status: This column is used for member status. The accepted values are indicated in the template file.

Gender: Enter “M” or “F” only

Country: Use the three digit code (USA, CAN, AUS, NZL, GBR, etc.)

Dates: Enter in the following format: MM/DD/YYYY

Custom Attributes: Use the values you entered when creating your custom attributes

Common Import Questions

Will my import overwrite any existing member data?

No. The import will look for any matching records based on Email address and ignore that row if a match is foun

What happens if I use a membership number on my import file that is already assigned toanother member? The member is imported with a duplicate membership number. You should validate your data prior toimporting records.

NOTE: We suggest you do a test import first of one or two records to ensure you understand the

formatting of the template file. Simply delete any imported test records when you are done.





What happens if I try to import a member that already exists?The import function will compare Email addresses for the records you are importing against existingmember records. If a duplicate is found, that row of your import file will be ignored. Members without amatching Email address will be imported.

What If I make a mistake and import members to the wrong level?You will need to contact Compete-At support. There is no "undo" or "mass delete" function currently inthe system.

What happens if I accidently delete a column or alter the import template structure?Your will need to download a new template and start over. Any changes, deleted or moved columns wilresult in a failed import.

Can I use the import tool to perform a mass update to my records?No. Currently the import tool is used to import new records only.

How do I mass update records?Currently you can not mass update records. Contact your account rep or Compete-At support if youneed to mass update records.

What if I don't have all the necessary data for members?You can import partial data, but in order to update or approve a member using the web interface, all therequired fields must be complete.

Our existing member database is a mess, do you provide any data cleansing services andimporting services of my member data?Yes. Please contact your Compete-At representative for pricing.

Can Compete-At help me migrate and import members from my old system?Yes, please contact your Compete-At representative for additional information.used to import newrecords only.

Get Started Today

Realize all the benefits of online member management today. Create you

account for free today and start configuring your membership.

If you need help migrating your existing database, or have questionsabout pricing, please contact us 240-497-0037http://www.compete-at.com/contact/contact.htm

http://www.compete-at.com/contact/contact.htm

http://www.compete-at.com/contact/contact.htm

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Membership Manager QS