You can add members to clubs via the dashboard, or if a club is public, users can join from the front end with one simple click!
Club settings - Public, Private, or Secret
The club settings determine the method for users to join your chapters or groups.
Secret clubs
These are only visible and accessible to members who've been added to the club via the dashboard. Follow the steps below to add any club members via the dashboard.
Private clubs
These are only visible and accessible to members who've been added to the club via the dashboard. If you have an application form for prospective members to complete, you will still need to add those you accept via the dashboard. Follow the steps below to add any club members via the dashboard.
Public clubs
These are visible to all users, and members can join via the front end by selecting the 'Join Club' button, or registering for an event within the club. You can add members to public clubs via the dashboard as well.
Joining from the Club's landing page
Users can join public clubs from the main club landing page in the community. They will simply select 'Join Club', or register for an event within the club!
Users will receive an email confirmation of their membership in the club immediately.
Adding members via the dashboard
If you'd like to control who's added to the club, or add members in the back end, you will add them via the dashboard. Members added via the dashboard will not receive a welcome to the club email or any notification from Gradual.
Note: This is the only available option if the club is secret or private. You can add members to a public club via the dashboard as well.
One-by-one manually
You can add members to a club via the Members tab in the club's dashboard.
Navigate to the main dashboard Club's tab, and select the chapter or interest group where you'd like to add members
Select the Members tab once within the club dashboard
Select + Add Club Member in the upper right
Enter the member's email address
The system will find the user, and allow you to add them, or ask you for the sign up questions (name, title and company) if the user is new to the community entirely.
Select 'Next' to save your work
Note: Users will not be notified that they've been added to the club
Bulk import
If you'd like to import a list of users to a club, you can do so via a CSV template, or using the member segment lists you've built in your dashboard.
Note: Users will not be notified that they've been added to the club
Via CSV
You can follow an import CSV template to add users to a club.
π‘ Pro Tip: Download the CSV template to ensure you have the correct column headers and mandatory fields to successfully upload all data.
Navigate to the main dashboard Club's tab, and select the chapter or interest group where you'd like to add members
Select the Members tab once within the club dashboard
Select the 'Import from csv' button in the upper right
Choose a CSV File from your computer, or drag and drop it to the center block of that pop-up.
Note: You can only import one csv at a time
Ensure that the fields are mapped correctly and the correct column headers are reflected on the mapping page - the system will mark correct mapping with a green check mark. If all is correct, select 'Next' to progress to Pre-check.
The import will start and the system will send you an email when the import is complete
Existing members will be skipped during import
Via Segment
You can use a segment member list to add users to a club.
Note: The Segment list must be built before you can conduct this import
Navigate to the main dashboard Club's tab, and select the chapter or interest group where you'd like to add members
Select the Members tab once within the club dashboard
Select the 'Import from Segment' button in the upper right
Select the segment you'd like to import from the list
Note: You can only add one segment list at a time
Select 'Next' to proceed, confirm all members are listed (there may be multiple pages of members), and select 'Start import' to proceed
The system will run the import and send you an email with the results to your inbox
Existing members will be skipped during import