Membership Account Screens - Bulk Updates (Update Payment Status, Acct Types/Tags, Guest Credits & More)

Getting Started  Using the Bulk Update Tool: 

We now have the ability to do global bulk chances by your pool administrator:  

1. Bulk updates to Change Payment from Paid to Unpaid. 

2. Bulk updates to Change Account Type. Most commonly used to move members from the waitlist to offered Membership.

3. Setting & Resetting Guest Credits for your club members. We have improved the system so that you can:

    a) add credits

    b) reset them to zero at the end of the season 

    c) reset them to any amount you like

4. Create Mailing Labels

5. Bulk updates to Change Account Tags - add, delete or replace account tags to a select group of accounts, or all accounts. 

6. Update Custom Fields 

Instructions for making bulk changes to members payment status

1. In this example we will be updating all of our members to UNPAID so that we can start collecting payment for next season. 

2. Go to your Members Splash Dashboard Screen.  You will see a new Membership drop down.
3. Click Membership>>Accounts

4. The following screen will appear.     

 - You can use the drop-downs to the left to filter using the old method. 

 - You can move the columns to see the data you need edit more clearly (in this example the 'Payment Status').

5. The Manager Filters button offers the ability to select a specific account types if you so choose. For a full overview of that functionality please see Membership Account Screens - Reports & Downloads.  In this example we are selecting all of our members so no filter is needed. 

6. Under Bulk Actions, select 'Change Payment Status'. 

7. Select the account you want to change to UNPAID (in this case all of the accounts) Selecting this will activate the "Start Action' button. 

8. You can select to change only a few accounts by checking each box, you can select just the items on the first page (by clicking the box at the top circled in red) or selecting ALL of the records (in the center) 

9. The START ACTION button will appear. Click START ACTION. 

10.  You will be given a notification of the number of accounts you are selecting & the Select Payment Status you want.

11. Select the payment status. 

12. Because the system must update MailChimp with the payment status, the update may take a few minutes.

Instructions for Making Bulk changes to Guest Credits

Clubs use guest credits in many ways and each club has their own policies and procedures for them. They apply them, reset then, purchase them and give them away in different ways and manners.  This function allows clubs to easily make changes to their members guest credits.   

You can now add a specific # of credits to each account, reset them to zero, or set them all to the same number by applying the filter, selecting and clicking a button. 

1. In this example we will be updating the Guest Credits for our members to 15. 

2. Under Bulk Actions, select 'Update Guest Credits'. Selecting this will activate the "Start Action' button. 

3. Select the accounts to change the guest credits (in this case all of the accounts filtered)

4. The START ACTION button will appear. Click START ACTION. 

5.  You will be given a notification of the number of accounts you are updating & the Action  you want to take.

6. Select the how you want to update the credits (add, Set Credits to a number of your choice or Reset Credits to 0) 

7. In this example we are setting the number of credits to 15 for everyone list have filtered. 

8. Click Update and you are done. 

Instructions for Making Bulk changes to Account Types. 

Most clubs have stable membership types but on occasion there is a need to do a mass move of members from one account type to another. The most common move of this nature is moving accounts from the Waitlist to the Offered Membership category.  

1. In this example we will be moving 4 waitlist members to offered membership.  

2. Under Bulk Actions, select 'Change Account Type'.  Selecting this will activate the "Start Action' button.

3. Select the accounts to change  (in this case all of the accounts filtered)

4. The START ACTION button will appear. Click START ACTION. 

5.  You will be given a notification of the number of accounts you are updating & the Action  you want to take.

6. Select the Membership Type that you want to update these accounts 

7. In this example we are setting them to 'Offered Membership' 

8. Click Update and you are done. 

Instructions for Making Bulk changes to Account Tags

Account tags allow you to segment your membership within and across account types. Clubs use account tags to in a number of ways - An example use case is a club that wants to note that a member on an account is on the swim team. You can add a ‘swim team’ account tag to track those members. In our example, we are prepping for the new season and we want to remove all swim team tags from the previous season to start with a clean slate for the new season.

First we want to locate all of our accounts marked with the swim team account tag. Do this by using the Manage Filter in you Account screen:

Next we want to select all of the accounts marked with the swim team tag.

Then click the dropdown menu on the Bulk Actions tool and select Manage Tags

Click the green Start Action button and select Delete Tags from the dropdown menu. You’ll see a Manage Tags modal pop up. Select the tag/s that you want to remove and click Update

The swim team tag is now removed from the selected accounts.

To add a swim team tag to accounts, follow the steps above to pull a list of accounts that you would like to add an account tag to. Select those accounts, click the Bulk Actions button and choose Add Tags in the modal. Hit the Update button and the new tag/s will be added to those selected accounts.

To Replace a tag follow the steps above to pull a list of accounts that you would like to update an account tag on. Select those accounts, click the Bulk Actions button and choose Replace Tags in the modal. Then click the Update button. 

Instructions for Making Bulk changes to Custom Account Fields

The Custom Field Bulk Update feature allows admins to update the value of the custom fields. To add custom fields to your system, go to Membership (in the dashboard) > Accounts and then click the Settings button on the upper left-hand side of the screen. Custom Fields are added to the system in the Manage Custom Account Fields section of the Settings page. 

After you've added your custom fields, you'll be able to make bulk changes to the values of those fields. For example, if we want to update the balance of our selected accounts to $100, we can use the bulk update tool to do that. 

First, we will select our accounts just like in the example above.  Then we will click the dropdown menu on Bulk Actions tool and select Update Custom Fields and hit the Start Action button. 

On this modal, we will select the custom field for which the value we would like to update. In this example, we're selecting our Account Balance field and entering 100 in order to update the balance on our selected accounts to $100. Click update and you will now see a $100 balance on those accounts. 

For more information on our Membership Account screens, please see: Membership Account Screens - Reports and Downloads