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Community

Settings, advanced searches and contact management in your Community (CRM).

Managing my Community

  • What is a Contact in Springly's CRM
  • Do archived members count as part of my plan?
  • Adding a contact to your CRM
  • Managing your Contacts using the CRM
  • Adding multiple people at once using the import Excel function
  • Preparing your Excel file for data import
See all 12 articles

Managing my Entities

  • All about Entities
  • Import your Entities
  • Create a membership campaign & form for entities
  • Update information or merge an Entity
  • Add an entity to a group
  • Sending an email to Entities

Managing my Groups

  • Navigate Your Centralized Network
  • Quick guide about Groups
  • About Attendance Lists
  • Remove a person from a group
  • Deleting a group
  • About Advanced Groups
See all 7 articles

Other Questions About the Community

  • Restrict categories to specific groups
  • Types of information fields
  • Accessing to your Community Settings
  • Managing the information in a Contact's profile
  • All about the Unique User ID

Resources

  • Springly blog
  • Contact us
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