Watch the video below for an overview of how to add contacts, subscribers or members to your CCK website.

Contacts can be added to your website (individually or with a bulk upload feature) or automatically (when a contact subscribes through a form or pays through a checkout page).

To manually add an individual Contact, open your Contacts section, select All Contacts on the left and select the + Add Contact button at the top. In the pop-up menu, you can add the Name and Email address of your contact and click Save. See the screenshot below:

To convert a contact to a website member, open the contact's personal card by clicking on the contact name, then select the Action drop-down list and select Make Website Member.

The next step will open up in a pop-up where you need to add the contact to a Member group. See screenshot below:

Important! This contact will receive a system email with a link to set up their password.

We do not recommend that you manually convert an uploaded contact to an email subscriber unless you have specific permission from the uploaded subscriber for you to do this.

To convert a contact to a subscriber, open the contact's personal card by clicking on the contact's name, then select the green subscribe button at the top right as shown below.

You will be asked to add a contact to a specific email list. We recommend only having a single email list for your entire website.

Your contact will be subscribed when the Unsubscribe button is shown in red.

To import Contacts in bulk to your CCK website, download your contact import template by selecting the More drop-down list and clicking Export.

You will receive an email from the CCK system with your contact CSV file template. See the screenshot below.

➡️ Click here to learn more about importing contacts in bulk to your website

Important! Use this exact file to re-upload your contacts. All contacts that you want to upload in bulk have to be added to this template and the document format needs to remain in CSV format.

When uploading your CSV file, make sure that your CRM Property matches the uploaded fields as shown below.

Important! Add the number 1 in the registered column and also add the exact name of the Member group.

Important! Bulk-uploaded members will not receive a password reset email from the system.

This needs to be manually done one student at a time (screenshot below) or alternatively, a single campaign email can be sent to all new students with a link to the student login page and students can be asked to reset their passwords on the student login page.

Bulk-uploaded contacts can not be uploaded as email subscribers. Contacts need to be manually added to an email list on the CCK system to be subscribed or become email subscribers.

To manually subscribe bulk-uploaded contacts to a list, open your Contact section on your CCK website, select All Contacts on the left, then select the tick box at the top next to the Name title to select all of your contacts.

Next, open the More drop-down list and select Add contacts to list, as shown below.

Important! Once you add a Contact to a list, they will receive a system email notification.

You can view all of your email subscribers under the Emails & Automations section of your CCK website. To view your email subscribers, select Lists & Subscribers on the left and All Subscribers, as shown below.

You can also confirm if an individual contact is an email subscriber by navigating to the contact's personal card or opening the specific contact's contact card on the CCK system.

If the Subscribe button/tab is green, the contact is not yet an email subscriber.

Navigate to Contacts, select the contact's name to open their card and view the Subscribe button at the top left of the page as shown below.

To remove a Member from your courses or membership, you need to assign your member to your Basic Member Group and remove (untick) all other Member Groups.

A Member can not be converted back to a Contact. You need to assign a different Member Group to the Contact - ideally a Member Group which is not linked to any of your lesson pages or courses.

To do this, open the Contact's profile and select Manage Groups.

On the pop-up menu, untick any Member Groups you want to remove and tick your Basic Member group. Ideally, your Basic Member group will not be linked to any pages or courses.

A Member will always remain a Member, which is why you have to assign another Member Group.

Important to note that once you manually add a Contact as a member, the contact will receive an email requesting to update their password.

Once you have manually subscribed a contact to a list as a subscriber, we highly recommend that you send them an email notifying them they have been subscribed and they have the option to unsubscribe at the bottom of the emails they receive from you.

We recommend only having a single email list for your entire website.

➡️ Click here to learn more about Email lists

➡️ Click here to learn more on how to organize your contacts using Tags, Segments & Email Lists