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How to Bulk Assign Memberships Efficiently Using the 99minds Dashboard

This demo shows how to bulk assign memberships using the 99minds dashboard, demonstrating a streamlined process for efficiently managing and assigning memberships at scale.

Updated over a week ago

1. Introduce Bulk Membership Assignment

In this video, we are going to learn how to bulk issue membership in the 99minds dashboard. So here,

Introduce Bulk Membership Assignment

2. Confirm Login and Locate Membership Section

Ensure user should be in login State and just redirect some dashboard screen. See here, we can check left side. Menu bar here. We have membership section.

Confirm Login and Locate Membership Section

3. Access Bulk Assign Membership Tab

Just click on the bulk assign membership tab. So here we have different options menu, and the CSV. So for we are selecting manual.

Access Bulk Assign Membership Tab

4. Choose Membership Assignment Method

Here we can assign the membership by different options, like customer email, customer phone and customer ID. So I'm taking your customer email.

Choose Membership Assignment Method

5. Enter Multiple Customer Emails

So we can select multiple emails here and just enter customary person, press enter button so I'm selecting

Enter Multiple Customer Emails

6. Add Example Customer Email

customer as, for example, John at the open.

Add Example Customer Email

7. Include Multiple Email IDs

And so we can select any examples. So I'm taking multiple email IDs. So, in this way, I enter, we can add multiple here.

Include Multiple Email IDs

8. Select Membership Type to Assign

And just click on the membership tab. So we can assign suppose old just are non-mandatory. Just click on the assign membership button.

Select Membership Type to Assign

9. Verify Membership Assignment

We can just check whether the membership assigned with that particular user or not.

Verify Membership Assignment

10. Review Assigned Memberships

So, just click on the members here. This is the goal, and this is John for the gold. So here. Yeah, assign the membership. Bulk assign the membership via dashboard.

Review Assigned Memberships

11. Conclude the Demo

Thank you.

Conclude the Demo

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