What to do after a Bulk Import is done

Your Bulk Import is complete - now what?

Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

Congratulations on getting this far in your onboarding process - you're almost done! :)

Here are the best ways to move forward after adding all of your previous/current members via a bulk import.

If your Organization is ready to collect renewals, then this would be your best option:

You can send out a quick and easy renewal reminder letting members know that you've switched over to Join It. The renewal reminder automatically creates a link for the member to renew their membership easily.

Here's where you can find more information on sending out this email.

If your organization isn't ready to collect renewals just yet, then you can send out a welcome email instead:

You can send out a quick and easy email to your members letting them know how they can claim their account and set up a password.

To send out a quick and easy email you'll want to click on the communications tab then click quick and easy emails.

Here's a great article that will explain how members can claim their account and set up a password.

You can find more info on onboarding here as well!

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