Member Management - Advanced Member Management
Member Management
Tzvi Felsenthal
Last Update 2 tahun yang lalu
Q: Can I bulk upload my members? - Is there a way to upload members via a csv file?
A: Yes. You have the ability to bulk upload your members from a CSV file. Click here to learn how.
Q: Can I add an annual membership fee to a member in Shulspace?
A: Shulspace users organize their members with Shul tags. A tag can be applied to a “member” (Shulspace calls any contact added to your Shul a member) in your system to help you identify members. Our system can only help you identify your members are send them an invoice but does not automate recurring invoices based on membership level. Charging a member needs to be done manually by the admin of an account.
Q: Can I add shul visitors in Shulspace?
A: Shulspace users organize their members with Shul tags. A tag can be applied to a “member” (Shulspace calls any contact added to your Shul a member) in your system to help you identify which contacts are visitors.
Q: Is there a member login?
A: Yes.
Q: How do upload my members?
A: Head to the member page. On the top right there is a button labeled “Import”. Click that button and follow the instructions listed.
Q: My member upload is not working, can you help?
A: If you are having trouble with the upload we can do it for you. Please send us your member list through this chat. Keep in mind that members need emails in order to upload and receive emails and invoices. It is crucial that you collect that information before this upload.
Q: Why is my CSV not uploading, I followed the instructions?
A: If you are having trouble with the upload we can do it for you. Please send us your member list through this chat. Keep in mind that members need emails in order to upload and receive emails and invoices. It is crucial that you collect that information before this upload.
Q: How do I create a tag?
A: Head over to the features page and under member management or advanced member management. Click the setting button and then click the manage shul tags button. Click the + button and create your own custom tag. This tag will serve as a unique identifier and can be anything you choose. Tags can be applied to member accounts, invoices, and payments.
Q: How can I add an annual membership fee to a member?
A: A tag can be applied to a “member” (Shulspace calls any contact added to your Shul a member) in your system to help you identify members. Our system can only help you identify your members are send them an invoice but does not automate recurring invoices based on membership level. Charging a member needs to be done manually by the admin of an account.
Q: I want to add a visitor to the system but I only have the option to add members.
A: Shulspace defines any contact added to your Shul as a “member” however, it can really be anyone including a visitor. You can differentiate a visitor VS a member by creating a custom tag that will help you identify who is who. If you do not want the visitor (or non-member) to receive emails once you send them for example, an invoice, be sure to click the opt-out of email box after you send them their invoice.
Q: Can you please add "aliyah name" and "Kohen levi yisrael" fields to the import?
A: This capability is on our product roadmap, would you like to be updated when the functionality is live?
Q: Is there a way to upload without having everyone's email address?
A: The email is a member’s unique identifier. Without this, you will be unable to utilize features in the system with a member missing an email. If you simply do not have their email or they do not have access to the internet, you can add them with a fake email ([email protected]). If there are multiple members without emails and you are adding them with fake emails, be sure to differentiate each email test1, test2, test3 etc. or else the system will not allow you to use the fake email more than once.
If you do not have time to collect everyone’s emails or create member accounts, you can send out your default website with the member sign-up form turned on. Have the members in your Shul sign up through that form.
Q: Can I enter another phone number and email for the members?
A: Currently, you can have one email, a mobile and house phone number. If you are trying to add another family member, you will need to create them as their own member. We will have a family member option in the future, would you like to be updated when that feature is live?
Q: Can you keep track of Yahrtzeits?
A: Yes. We have a Yahrtzeit screen where you can track all Yahrtzeits related to your Shul.
Q: Does this site do seating charts?
A: Not yet. what specific features were you looking for? Additionally, would you like to be updated when we have this feature?
Q: Do you have member accounts with Hebrew and English names?
A: You can upload members with both Hebrew or English names. There is no Hebrew keyboard on the system but you can use a Hebrew keyboard on your computer and it will upload as Hebrew into our system.
Q: Do you have a Purim gift feature (w/ reciprocity)?
A: Not yet, what specific features were you looking for? Additionally, would you like to be updated when we have this feature?
Q: Do you have a Mechiras Chametz form?
Yes. If you would like to see how it works, feel free to sign up for a free account on the top right of your screen and enable the Mechiras Chametz feature or watch the tutorial here: (insert mechiras chametz form tutorial here)
Q: Can you add/manage Simchas to members in your system?
A: No not yet, what specific features were you looking for? Additionally, would you like to be notified when this feature is live?
Q: Do you have Nachum Aveilim in your system?
A: No not yet, what specific features were you looking for? Additionally, would you like to be notified when this feature is live?