Membership: Bulk-Invite Members

You have the option to add customers to your membership site in bulk. This can be especially useful if you have an existing site set up on another platform or if you have a CRM system containing customers and want to convert them into members on your membership site.

You have two options: you can invite customers to become site members without being tied to a specific member plan – this would give them general site membership – or you can assign customers a free membership on a plan that you’ve created. The option to assign customers to a paid membership is not currently available but will be.

Note: In order to bulk invite members you must have an existing membership site with membership pages. Read the Add Membership Pages doc for more info.

To bulk invite members to your site:

1. Select Membership from the left menu.
2. Click on “Membership Plans.”
3. Select “Invite Members.”
4. Type email addresses into the field or copy/paste from a CSV.
5. Select “Send Invite” and you will see a confirmation message if successful.

When the customers receive the invitation email, they will see a link to “Accept Invite” and they will be automatically added to the membership site.