Community Manager Account Administrator

Import a comma-separated value (CSV) file of potential members’ names and email addresses to invite multiple members to your sampling community. Once imported successfully, each member on the list will receive a member registration email.

Import the CSV to Sampling Administration

Your CSV must contain each individual’s email address. All other fields are optional, but we recommend you enter information for each of them.

  1. From the Members tab, select Invite members.
  2. Drag and drop your CSV file into the Upload member CSV file modal, or alternatively select browse to a file to upload it from a saved location.
  3. Map the email address, first name, last name, source, external member ID, and member tags from your file by selecting the appropriate columns from the drop-down lists as required.
    Note: We recommend assigning a unique external ID to each member as these IDs are required for bulk tagging.
  4. Select Send invites.

Once imported, you will be able to see the imported members listed in the Invited tab. When the members respond to the email and register to join your community, they’ll become active members and they’re eligible for selection in sampling campaigns.