A step-by-step guide to getting your new members set up in your Locable account.
Available for the Build, Grow & Coordinate plans on the Locable Marketing Platform
Whether you have a new member complete a form on your website to apply for membership, mail in a check and a handwritten application, or any other way you receive new members, you will need to get the new member set up in your Locable account to automate the membership and recurring fees.
Step 1: Add the Company to your CRM
If your new member is a business, you will need to be sure your new member is in your CRM. Start by searching your CRM for the business name. Type in a portion of the Company name in the search bar and see if they are already in your CRM.
NOTE: You may want to check a single word in the company name to be sure you don't have it set-up differently in your CRM.
If the company already exists in your CRM, open the company record by clicking on the company name and then make sure all of the details in your CRM match the details in their membership application.
If the company does not exist in your CRM, click 'New Company' to add the company to your CRM. See more about adding to your CRM here.
Adding the Company to Local Networks (Optional)
Be sure to add the new member company to any appropriate Local Networks you have created in your account.
For example, if you have a 'Members' Local Network, you will want to add them so they can appear on your website anywhere you are cross-promoting your members.
Make sure you click 'Save Company Detail Changes' once you've completed your input.
Step 2: Add the Contact to your CRM
If your new member manually applied (paper form, for example), you will need to be sure the contact details for your new member are in your CRM.
Start by searching your CRM for each contact name Type in a portion of the Contact's name in the search bar and see if they are already in your CRM.
NOTE: If a Membership Application was completed on your website using a Locable Form, the contact record will be automatically created from the form submission, so you will just need to associate the Contact with the Company in your CRM.
If the contact already exists in your CRM, open the contact record by clicking on the contact name and then make sure all of the details in your CRM match the details in their membership application.
If the contact does not exist in your CRM, click 'Add a Contact' to add the contact to your CRM. See more about adding to your CRM here.
Once your contact is saved in your CRM, you will also want to make sure the contact record is associated with the company in your CRM. To do this, scroll to the bottom of the contact record and type in the company name here:
Be sure to click 'Update' once you've selected the appropriate company.
NOTE: A Contact may be associated with multiple companies, if appropriate.
Step 3: Add the Membership
Once you have confirmed that all of the member details are added to your CRM, you will need to add their Membership to your account. This can be done by clicking Add Membership in the Company Record (for a company membership) or the Contact Record (for an individual membership).
Alternatively, you can add a membership by going into CRM > Membership.
You can walk through adding memberships here.
Step 4: Invite your New Member to Claim their Locable Account
Once you have set up your new member in your Locable account, if it is a business membership you will want to invite them to claim their free Locable account.
To do this, open the company record and click the 'Invite' link in the CRM. You will see the 'Invite' link in the Contact record and in the Company record in the CRM if your new member has not already claimed their free Locable business profile account. This will allow you to send them a personalized invitation to claim their account and begin participating in the various cross-promotion tools offered through Locable.
NOTE: If you have an associated contact, it's best to click the invite link next to the associated contact so your invitation is more personalized.
Once you have sent an Invitation to the company or the associated contact, the participation status will update to 'Pending Invites'.
