- Activating Member Circles for your Group
- Creating a New Circle
- Adding Members to your Circle
- Adding Custom Fields
Member Circles are an easy way to create a small grouping of individuals in your organization, and is a type of membership level that allows one person to manage the membership account for a group of people (such as a family or company account).
In order to activate your member circles, your group needs to first have membership levels for them. Setting up your circle membership level is similar to setting up your membership levels except you will be selecting if the membership level will be for your entire group, or available to member circles.
If you have never created a membership level before, click here to learn how. The only difference is there is an extra drop-down menu when you are creating your membership level where you will designate whether the new level is for your group, or for circles.
If you select the “this level is for member circles” option, you will be given the choice of limiting how many persons are on each level, or leaving it up to the circle leader to decide. Once you’ve chosen, you will continue as you would with your membership levels. Once complete, click the blue “Save and Finished” button at the bottom.
You have the choice of entering more levels in if you’d like; simply start this process again by clicking the blue “Add a membership level” button. When you’re all set, click “Save” to finish.
From your admin portal click “member” in the navigation menu, then “Manage member circles”. Once you come to the Member circles page, click the blue “+New circle” button to get started.
Now, we’re going to walk through the basics of setting up your circle, which includes naming the circle and selecting a person to manage it.
First, give the circle a name that is easily identifiable. Keep in mind that this name will also be visible to the members of the circle, so make it a good one! Next, select a member who will be the leader of the circle by locating the person by name and clicking the “Promote to admin” button*. Once you have made your selection, it will list your choice under “Current admin”.
Scroll down to the bottom of the page and click the “Save and close” button when you’re finished.
*A circle admin is NOT a group admin, so they will not be able to have the same functionalities available as a group admin.
After you have saved your new circle, you will be taken to your circle’s admin page. Since this is a brand new circle, the next step would be to add additional members to the circle*. Click the blue (+Add members), and then add the first name, last name, and email address of the persons who will be in this specific circle. When you’re finished, click the “Add members button”.
*You can always skip this step and allow the circle admin to add the members instead.
Custom fields are a great way to collect additional information from your members. If you’ve never set up a custom field before, click here to learn how. The only difference is that now you will be prompted to select whether the custom field is for all members (collecting info from members) or specific to your member circles.
Only the designated leader of the member circle has the capability to answer the member circle questions, so make sure that you keep this in mind when you create your custom fields.