Validate Addresses
- Access the Memberbase dashboard.
- Navigate to the “contact's section”.
- Click on the “view more” button on the top left area of the selected contact.
- Right click on the action dropdown below and select validate.
- If prompted, click on the “Run action” button.
- Access the Memberbase dashboard.
- Navigate to the “contact's section”.
- Identify the group of individuals you want to communicate with.
- Right click on “communication” dropdown.
- Decide on the most appropriate channel to reach your target audience. This could be email, text messaging.
- Use your chosen communication channel to send your message to your target audience by clicking on the “send” button.
Add Document
- Access the Memberbase dashboard.
- Navigate to the “contact’s section”.
- Determine what documents you want to add.
- Right click on “manage contact” dropdown.
- Click on “upload document”.
- If prompted, Upload your documents to the file-sharing platform.
- Finally, click on save document.
Add Notes
- Access the Memberbase dashboard.
- Navigate to the “contact’s section”.
- Right click on “manage contact” dropdown.
- Click on add a note.
- Write your note in the text area provided.
- Finally. Click “save note”.
Activity Logs
- Access the Memberbase dashboard.
- Navigate to the “contact’s section”.
- Determine what actions you want to track
- Click on the “activity log”.