Onboarding Members
Resources on adding new members to your program
By Shelby1 author10 articles
How To Onboard Members with BuzzbassadorA breakdown of the four core pieces of the Buzzbassador onboarding flow (programs, application forms, emails, and the optional landing page) and a walkthrough example of an applicant going from…
How To Test Your Onboarding Process from a Member's PerspectiveStep-by-step instructions for setting up a test member account and walking through the full onboarding flow (form submission, approval, welcome emails, member dashboard) so you can see what your members…
How to delete a memberHere's how to remove a member from your Buzzbassador program & members page
How To Automatically Accept ApplicantsSkip manual application review by enabling Buzzbassador's auto-approval features. Two options are available: auto-approve all applicants, or auto-approve only applicants who have already purchased from your store.
How To Send Your Application Form via EmailUse the Send Via Email function to invite specific people to apply to your program by email, including how to ensure the correct form's URL is sent when you have…
How To Review and Approve or Decline Your ApplicantsStep-by-step instructions for finding new applicants, reviewing their submissions, and approving or declining them, including the choice between automatic program routing and manual override.
What If I Want To Require My Members To Purchase Before Joining?How to use the Auto-Approve Customer Applicants setting to automatically accept members only after they make a purchase using your default program's discount code.
How to import your pre-existing membersWant to import members you had in your program before installing Buzzbassador? Here's how.
Import Pre-Existing Members Method 1: Upload a FileStep-by-step instructions for importing your existing members into Buzzbassador by uploading a CSV, TSV, XLS, XLSX, or XML file of their info.
Import Pre-Existing Members Method 2: Manual or Copy and PasteStep-by-step instructions for importing your existing members into Buzzbassador by manually entering or copy-pasting their info directly into the import tool.