Member FAQs
Why aren’t new members I added showing up in my capture?
After adding new members in your ecosystem, you also need to add them to your specific captures. Open the capture you want them in and click the “Members” tab on the top right (not the ecosystem menu on the left), and click “Manage” at the top of the ...
Why am I getting an error message when I upload my member list?
There are five common reasons for error messages during the upload process: 1. Are you using our member list template? Instead of trying to build a spreadsheet from scratch, we recommend using the spreadsheet template generated automatically for your ...
Where do I get a template for my member spreadsheet?
You can download a customized template CSV file to use for your member list from your member library. Click "Add" at the top of the page, select "Multiple Members" and you will see the option to download a template. It will include any custom ...
What are the formatting requirements for uploading my member list?
The spreadsheet should be a CSV file and include all default PARTNER CPRM attributes, with a header and column for each, using the exact name of each attribute as it appears in the platform, followed by your custom attributes in the order they appear ...
How many members can I add in my ecosystem?
You can add an unlimited number of members to your ecosystem. We recommend limiting your membership though to those you think are essential for your objectives. Otherwise, your contact info and data is likely to grow outdated, and their lack of ...
How do I add new members to a capture?
To add a member to a new Data Capture, they must first exist within your Ecosystem. Return to your Ecosystem Member Bank, click "Add" and add the new members individually or using the bulk spreadsheet. Then go back to create a Data Capture - you ...
Who should I add as a member in my ecosystem?
The decision of who to include as a member in your ecosystem or network is a difficult one. We call this process bounding your network, as you are determining the boundaries of who you consider a member and who is not. The right answer depends ...