Add members to a group

In this Article

  • Static Data
    • Add members individually
    • Add members with a datasheet upload
  • Dynamic Data
    • Add members to a group using dynamic filters

After you have strategized which groups you need in Group Manager, you are now ready to add constituents to the Members tab of each group you have created.

There are two different types of ways to add members in Group Manager: Static Data and Dynamic Data. 

Static Data Dynamic Data

Add members individually

Manually add one-by-one by clicking the green Select Members button. This creates a static group that will not change its membership unless manually adjusted in the future. Adding one-by-one is sometimes just fine for smaller groups, but may in the future require the need to cross-check for new members anytime data has been adjusted manually or by datasheet. 
add members.png

If there are members already in a group, the button will display as Select More Members
select more members .png

Add members with a datasheet upload

Download this datasheet template:

    1. Open the template in your favorite spreadsheet software, such as Google Sheets or Microsoft Excel.
    2. Follow the instructions in Column A of the datasheet as you fill out the columns. ImportID, FirstName, LastName are required fields. Note that ImportID must be unique. 
      Group Manager screenshot of 2024 datasheet.png
    3. DELETE Column A Instructions column before downloading.
    4. Save as .txt file following either the Excel or Sheets instructions here:

      Excel: Save As a .txt file. Select File > Save As > Text (Tab delimited) .txt
      Sheets: Download as .tsv file THEN save filename as .txt
      Select Download As from the File menu, and choose Tab Separated Values (.tsv)

      tsv.png
      Go to where you saved your .tsv file and manually change the extension to .txt.

      tsv to txt.png
    5. Upload the datasheet or submit to FS support

      Option A: Follow the instructions in Upload constituent data to Constituent Manager to import the completed datasheet yourself.

      Option B: Submit a Request to Finalsite Support. We'll update your site's database to include this information. 

Was this article helpful?
0 out of 1 found this helpful

Comments

0 comments

Please Sign in to leave a comment if you don't see the comment box below.