Tutorial: Members

Customer Support
Customer Support
  • Updated

 

Use the timestamps below to jump to a specific section

  • [00:06] Overview of Members and Leads: Understand the difference between leads and members within your Hub.

  • [00:14] Managing Leads: Where leads come from and why fast follow-up is important.

  • [00:40] Converting Leads to Members: How and when to convert a lead into a member.

  • [00:49] Member Filtering and Sorting: Use tags and registration status to find specific member profiles quickly.

  • [00:58] Adding a New Member: Step-by-step walkthrough for manually adding a new member to your Hub.

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Action Steps 🎬    

  • Follow up with new leads to convert them into active members

  • Use tags and filters to easily manage your member database

  • Add new members manually with all profile details to ensure accuracy

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Learn More 🔎 

Link to the Help Center article: Members

 

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