Adding Members With Pre-Existing Data

Adding Members With Pre-Existing Data

Tiers I and II only allow you to load the core fields necessary for sumApp to function - First Name, Last Name, Email(s) (up to 3), and Segment.

Tiers III and IV enable you to load more information about each member, in addition to names, emails & segments. This 'extra' data becomes part of the member survey, so your members can see what data you already have about them, and can edit that data if they choose to. We call this 'extra' data 'Pre-Existing Data', because you already had it in your possession before loading your members into sumApp.

Your pre-existing data might come from an event registration form, or it might come from your internal record-keeping tools. Wherever it comes from, it needs to be formatted in such a way so that sumApp knows how to incorporate it into the survey form.

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