These are common questions asked during the member list upload process with helpful answers, information, and advice from our team. Member List FAQs: If your question is not addressed, check the community forum or contact our team: ...
Uploading members to your ecosystem and get an error message? Don't panic! The members and attribute data in your member list must be formatted according to our template specifications or you may generate an error message when you try to upload it to ...
This article shares how to create a member group with ecosystem members in your member library. You must add or upload your ecosystem members before you assign them to groups. How to Create a Member Group: Step-by-Step Instructions 1. First, login to ...
This article shares how to edit an existing member of your ecosystem after you create them. Currently it is only possible to update members individually. Our Product Team is working on developing a new platform feature allowing you to update multiple ...
This article shares how to add a custom member attribute in your member library. These allow you to collect additional info about the members of your ecosystem, like previous meetings and interactions, notes about your partnership, and single-choice ...