Guide

Getting started with member administration

A practical starter guide for fields, ownership, imports, and ongoing data quality.

This article helps you build a stable member administration workflow.

1) Define minimum fields

Start with name, email, phone, and membership status.

2) Assign clear ownership

Make one owner accountable for data quality.

3) Import in small batches

Avoid one large import without validation.

4) Run a monthly cleanup rhythm

Reserve 20-30 minutes for duplicates and missing details.

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