Managing Members

Managing Members

This article is in 'placeholder' phase. If you need this info soon, please put a request in the corresponding community forum, and we'll move it to the top of the priority list and make sure you get soon.

If you know this info & would like to contribute to this article, please add it in the appropriate community forum and we'll input it here asap.

    Upcoming Events



      To be notified of our online events.
        • Related Articles

        • How the Segments Work in the Members Connections View

          The video above gives a quick demo on how to sort map members by segment once you have them set up for your connections. Please read below for some logic surrounding the purposes/uses for segments. The goal of segment is to filter out too many names ...
        • How to Validate a Members CSV file Before Adding it to sumApp

        • Intro to Member Views

          The Member View is the interface that your members will engage with. You - as the sumApp Administrator will be able to customize the member view, in varying degrees, depending on your Tier (learn more about Tiers). While preparing your project, it's ...
        • Adding Members With Pre-Existing Data

          Tiers I and II only allow you to load the core fields necessary for sumApp to function - First Name, Last Name, Email(s) (up to 3), and Segment. Tiers III and IV enable you to load more information about each member, in addition to names, emails & ...
        • Member Views and Admin Views

          Just as with most survey tools - sumApp has two layers of users who engage with two different levels of the interface - Administrator/Customer and Members. The Customer or sumApp Administrator The Customer accesses the Admin area of the program, ...