Add Members by email, bulk upload, or magic link. Then use DealMaker Engage's Members section to search, track, and manage your company's audience.
Add members
There are three ways to Add Members:
- Email and name
-
Bulk upload, using our our .csv bulk upload template
- Magic link
Email and name
Optionally, you can send invitees an email notification.
Bulk upload, using our our .csv bulk upload template
Click Add member via CSV, download our .csv bulk upload template, and upload the template when it's completed.
Optionally, you can send each invitee an email notification. Click Edit Email Notification to customize the email.
Create and share an invitation link
Creating and sharing an invitation link lets Members add themselves, and lets you tag invitees as they click your link and create their own account to follow you.
Who are your company's members?
Your company's Engage frontend has 3 kinds audience members, based on whether they have a DealMaker account, and whether they are your accepted investors:
Investors
An Investor is one of your accepted members into the offering. They used their DealMaker account to go through your sales funnel to complete the investment. Investors will get your notifications on their DealMaker Dashboard, or optionally by email.
Followers
Followers are created in a few ways:
- They may have started a deal question flow
- They may have been added to your engage member list by an admin
- They followed your engage portal via a public link.
Followers will get your notifications on their DealMaker Dashboard, or optionally by email.
Visitors
Visitors are not yet one of your Followers or Investors. They are any user on the open internet accessing your Engage page, so Visitors do not get any Engage-related notifications or emails of yours until they become Followers or Investors.
See our article on setting Tab Visibility.
How can members see your Engage page?
See our article on Members views.
Tag Members
Members can have multiple tags. You can apply tags in three ways:
- Invite future Members with a tagged link
- Manually tag Followers and Investors
- Select and tag multiple Followers and Investors
Invite future Members with a tagged link
On your Members table, click Add Member, then click Add member via link. Members who accept your invitation and create an account will become your Followers.
Manually tag Followers and Investors
On your Members table, click on a Follower or Shareholder to open their details page.
Select and tag multiple Followers and Investors
Removing members
To remove members, select multiple Members on your table, click Actions, then click Remove.
Exporting Member info
Export member info into a spreadsheet, according to your Member Table's column view. See below for customizing your Member Table's columns.
Full table export
Exporting a Full table shows all your members and their data according to your Member Table's view.
How can I filter my Members' table?
Click on 'Show Advanced Filters' > Select an option from the Filter dropdown > Select condition of your choice > click Apply to show you the filtered list of members.
Filtered table export
Exporting a Filtered table shows your selected members and their data according to your Member Table's view.
Editing the columns on your Members view
Click the table's ellipses button to organize your list of Members.
Add, remove, or arrange your Member table columns.
