Bulk uploading members to a bundle allows you to quickly add multiple users without manual entry. This guide explains how to import only members, ensuring they get access to the bundle without assigning additional efforts.
Reference sheet link - https://docs.google.com/spreadsheets/d/1dlNHISRxm60hHhAFlnQuVvG9X2dE1UdHOYi_8abQmEU/edit?gid=1919417259
Here is a detailed step-by-step video.
Steps to Bulk Upload Members to a Product Bundle
Step 1: Prepare the Google Sheet
1. Open Google Sheets
2. Add the following mandatory columns:
- First Name
- Last Name
- Product Bundle ID
- Plan ID
- Purchase Date
A sample reference sheet is available in the description.
Step 2: Find the Product Bundle ID & Plan ID
1. Find Product Bundle ID
- Go to Admin Dashboard → Products → Product Bundles
- Click on the Product Bundle
- Copy the Product Bundle ID from under the bundle name
2. Find Plan ID
- Under Pricing, locate the Plan ID
- Copy and paste it into your sheet
3. Enter the Purchase Date in the correct format
Step 3: Upload the CSV File to FreshLearn
1. Download the Google Sheet as CSV
- Click File → Download → CSV format
2. Go to Admin Dashboard → Members
3. Click Bulk Upload
4. Select the CSV file and click Upload
Step 4: Map Fields & Save
1. Map the column headings in your file with FreshLearn fields:
- First Name → First Name
- Last Name → Last Name
- Email → Email
- Product Bundle ID → Product Bundle ID
- Plan ID → Plan ID
- Purchase Date → Purchase Date (Ensure correct date format)
2. (Optional) Add tags for easier filtering
3. Click Save to upload the file
Step 5: Verify the Upload
1. Wait for a few minutes for the data to reflect
2. Refresh the Members Dashboard
3. The newly enrolled members will now appear
Conclusion
Bulk enrolling members into a Product Bundle in FreshLearn is quick and efficient using the CSV upload feature.
If you have any questions, contact support@freshlearn.com.