Do you have open sessions currently running? Be careful!
By adding members, they may be included in these sessions according to the matching rules you've set. In the same way, these newly added members may be involved in future sessions of all your programs, unless they are not concerned by the matching rules you have set up.
How to upload members?
Open the "All Members" section and click "Add new members".
Drag and drop your .csv file in the following section:
Your .csv file must at least include 3 columns: First Name, Last Name, Email. You can add as many columns as you want with other details about your members. These columns will be added as Categories, as explained below.
You can download a .csv file example by clicking on the dedicated link (see the screenshot above).
Once your .csv file is uploaded, you will be asked to match each column with:
an existing category
a new category
... or simply choose to ignore the column for this time.
In the example below, the Category "City" was already existing, so we chose "Map to existing category" and selected "City" in the drop-down list. However, the "Department" field is new, so we created the corresponding Category by selecting the "dropdown" option. Each "department" value will be automatically added to the dropdown list.
After successfully mapping the columns of your .csv file with the appropriate categories, you'll be prompted to choose whether to send a Welcome email to your newly added members. This option is useful to present the RandomCoffee initiative to your new members and invite them to access their member's portal (if you enabled this feature in your Configuration panel).
✨ Pro tip
We highly recommend activating the "Send a welcome email" option, along with the Member Portal, to maximize member engagement from day one. This ensures they have all the necessary information to understand RandomCoffee and fully leverage its features. They will also be able to personalize the application with their preferences, and even create connections on their own. Delivering a positive member experience from the outset leads to a greater long-term return on investment for you!