Manually Add New Members

In this article, we will cover how to manually add members to your membership area. We will also go over how to add products and tags to give access to membership restricted content for the manually added member. This process will allow you to give access to your membership area without having your members sign-up themselves.

 

 

Prior to getting started, you will need to have the following:

How To Manually Create A New Membership Account:

1. From within your funnel, click on the Membership Area step.

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2. Select and copy the Secret Sign Up URL.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Secret.jpg

3. Paste the link in a new incognito (private) window.

  • Mac instructions to open an incognito window: press Command + Shift + N
  • Windows instructions to open an incognito window: press Ctrl + Shift + N

4. Create a login and password for the member using their email address.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Incog_create_login.jpg

5. Provide the member with the email address and password you used as the member will use them to log in to your membership area.

If you have restricted content in your membership area, remember to give access to the new member by adding the correct products and tags to their contact profile.

For more information on restricted content, please visit this article: Restrict Membership Access

 

Adding Access To Restricted Content By Adding A Product Purchase

Important Note: Adding a product to a member manually will not change the sales data on your funnel stats.

1. From within your membership area step, click on Members.

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2. Find the member you added manually. Click on EDIT next to their name.

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3. Click on the Purchases tab.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Purchase_tab.jpg

4. Click on + Add Purchase.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Memberadd_purchase_button.jpg

5. Select the required product from the Product dropdown.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Choose_Product.jpg

6. Click on Add Purchase.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Add_purchas_button_pop.jpg

Adding Access To Restricted Content By Adding Tags

1. From within your membership area step, click on Members.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Member_Tab.jpg

2. Find the member you added manually. Click on EDIT next to their name.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_edit_button.jpg

3. Click on Contact Profile.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Contact_tab.jpg

4. Click on Manage Contact

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Manage_Contact.jpg

5. Click on Add Tags.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Add_tag_menu.jpg

6. Select the tag used to lock the membership content from the dropdown list or type in the name of the desired tag.

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_select_tag_pop.jpg

7. Click on Add Tags

CS_SCS_-_Membership_Funnels_-_Manually_Add_A_Member_Add_tag_Button_pop.jpg

 

 If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.

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