Before You Start
The Community module lets you manage your member database — everyone your organization interacts with, including individuals and legal entities.
Below you'll find an overview of the module's key features, along with links to other articles that explain how each one works in more detail.
This article covers:
Exploring the Community Module
Overview
The core page of this module is the Registered Persons List. It displays all the contacts in your database in a table view. From here you can see:
- Collected information about your members (1);
- Access to their profile (2);
- Their status (Donor, Member, etc.) (3).
How It Works
The registered persons page gives you quick access to your members and their information. From this page you can:
- Manage your community by adding or archiving members. You can also update their information, change their status, or add them to groups;
- Search for a specific person or entity using the search bar and filters;
- Email your entire community.
You can customize your member database by creating groups and your own custom fields so the module fits your organization's exact needs.
See this article for more information on managing entities.
Key Features
Managing Your Members
You can easily add members and entities and fill in their details. You can add members one at a time or in bulk via an Excel import.
When someone no longer needs to be in your community — such as a former member — you can archive them, which also removes them from your subscription count.
Note that your subscription's member count includes both individuals and legal entities (structures).
If needed, segment your community by adding members to groups. This lets you identify them quickly and take advantage of dedicated features such as attendance sheets, email campaigns, and more.
Searching for a Person
Members are displayed in batches of 50 rows, with a cap of 1,000 to keep your browser running smoothly. The idea is to show only the members you're looking for.
To do this, three methods are available:
- Filter by member type or group.
- Use the search bar.
- Apply multi-criteria filters with the Advanced Search feature.
These tools display contacts whose profile contains information matching your search criteria.
Contacting Your Community
The Contacts page lets you reach out to your members in just a few clicks — select specific individuals or your entire community at once.
You can also use filters or search with the tools described above to target only the relevant contacts.
Settings
Access settings from your platform's settings center via the "Settings" link at the bottom of the left sidebar (Settings > Community). You can also get there from Community > Settings. Here you can define how members are identified (unique identifier) and what information to collect (custom fields).
Choosing a Unique Identifier
The unique identifier is used to identify and distinguish your members from one another. It must be filled in and unique for each person.
You can choose from several methods:
- Email address — convenient, unless some members share one or don't have one;
- Contact ID — a flexible method based on a number automatically generated by the software;
- A specific custom field — one you create and designate as the identifier.
Creating Custom Fields
The platform includes 8 default information fields for member profiles. You can also create your own custom fields to collect additional information based on your needs.
Once set up from the Community > Settings page, these fields can be used across all forms in the platform (memberships, donations, events, online shop, sign-up page).
Exporting Your Community
You can export your members to Excel. Here's how:
1. Select the contacts;
2. Select all rows;
3. Click the Excel icon and choose the format you want:
Learn more:
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