How can I get a member's full info when they only partially sign up?
Sometimes your members join your network and for whatever reason, they don't provide all of their info (like their full name). Or perhaps you've imported a list of contacts in the past, but now you need to add more info (like their address) for End Of Year Tax Summaries. Read on for a couple of options to update your lists easily.
Please note: All Flocknote profiles support email addresses, phone numbers, and names. Additional custom profile fields (like addresses, shirt size, sacramental records, etc.) are exclusive to networks subscribed to Flocknote Complete. If you would like to learn more, click here. 🎉
Use Smart Groups to Prompt Members to Update Info
1. Create a new Hidden Smart Group called "Incomplete Registration" (or something along those lines).
2. Use the Filter and Bulk Action Tool to set your Smart Group to add members with incomplete information. You can also make this as simple or as detailed as you need.
For example, if you just want to update the names on file, try Filter > Personal Info > First Name > Does not have a first name + OR + Personal Info > Last Name > Does not have a last name. You can use the and/or options within the filter to make it more detailed to hone in on the folks you want included in the group.
Look at the example of a Smart Group for members who are missing a cell phone number (Filter > Contact Info > Phone Number > Does not have a phone number):
3. Once you've honed in on your members missing the info you're looking for, click the green Save button, which will automatically add anyone who matches that filter to your Smart Group.
4. Now, you can send a note to that group with a Smart Button. Simply set the button's settings to Update Contact Info (anyone who clicks on that button will instantly be taken to their Flocknote profile). In the body of your message, ask them to take 2 minutes to click the button and update any missing information, like name, email address, cell number OR once they are on their profile, they can click the Info tab for all the custom profile fields you've set up (like address, shirt size, etc.)
With the way smart groups work, as members fill in that information, they'll automatically be removed from that group. That way, you have a continuously updating group. If you'd like, you can automate this further by using Group Welcome Messages so that as members match the criteria, they automatically receive an email to update their info!
Add/Import Important Info as an Admin
If you already have the members' missing info in another database or resource, you can repeat the process above ↑ to hone in on members and add them to a group, or simply locate the group you want to update and start from there. Then, instead of sending them a message to update their info, you can simply update it on your own for each member manually or via a quick import.
Here's how to do that using the importer:
1. First, export the group to a spreadsheet.
2. Update that spreadsheet with the missing information, such as copying and pasting information or cells/columns from another database, and then save it as an .xls or .csv file.
3. Import that updated spreadsheet back into the same group. Voila! Your list is now updated with the added information.
Have any additional questions or need help? Feel free to email us at help@flocknote.com.