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How do I update a member status to active?

Lisa Wong
Updated

This applies to  upgraded customers who need to update a member’s status to Active after it was set to either Nonmember, Purged, or Undeliverable. The quickest way to update a member’s status is to perform a system upload and tell the member to reset their password. Or, you can restore them if the member is Purged.

Prerequisites

  • You need a new email address from the member.
  • Create a CSV file that meets CSV file requirements and includes the member’s email, memberid, community, and the memberstatus set to Active.

Example
Create the following CSV file to be uploaded.
img1.png

Detailed Steps

Identifying the Member's Information

  1. In the Community app, click Community > Members.
  2. In the Show Search Filters section, set your filter criteria using what you know about the member.
Note: You can filter using the following to narrow down your search:
  • Member's name, email, or MemberId
  • Community
  • Member status
  • Member group
  1. Click the member’s name in the Name column.
  2. In the dialog, find their email, community and member ID.

Updating a member's status

The member’s status determines what options you have when updating their status to Active. Follow the instructions based on the member's status.

Option Description
Active If you're member is currently Active, inform them to use the Forgot Password link on the sign-in page. A link with a password reset will be sent via email and expire after 48 hours. Please contact Alida Technical Support if the member has not received the email.
Nonmember

Note: Invitations can be regarded as unsolicited emails by Nonmembers, which can negatively affect your IP address reputation and future email deliverability. Ensure people who will receive these emails have consented to be contacted. For more information, see Alida External Sample Waiver.

  1. In the Community app, click Community > Members.
  2. In the toolbar at the top-left of the page, click System Upload.
  3. Click Choose File and select the CSV you created.
  4. Click Upload.
Result: A notification message appears in the notification center with information about the status of your upload.
img2.png
  1. Inform your member to select the password reset option when they login if they joined the community and double-opted in prior to becoming a Nonmember.
Purged

You can update a Purged member to become Active through the member page or by doing a system upload.

Member page

  1. In the Community app, click Community > Members.
  2. Filter to find the member using their member ID.
  3. Click the member’s name in the Name column.
  4. Click the arrow beside their name.
img3.png
  1. Click Restore.
Result: Your member’s status is now Active.


System Upload

  1. In the Community app, click Community > Members.
  2. In the toolbar at the top-left of the page, click System Upload.
  3. Click Choose File and select the CSV you created.
  4. Click Upload.
Result: A notification message appears in the notification center with information about the status of your upload.
img4.png
  1. Inform your member to select the password reset option when they login.
Undeliverable

A member is unable to receive emails if the following scenarios occur:

  • Three hard bounces
  • Ten soft bounces
  • One spam complaint

You can reset their member status through a system upload.

Prerequisite
Request an additional email address from the member and use member's additional email address in the CSV file you create.

  1. In the Community app, click Community > Members.
  2. In the toolbar at the top-left of the page, click System Upload.
  3. Click Choose File and select the CSV you created.
  4. Click Upload.
Result: A notification message appears in the notification center with information about the status of your upload.
img5.png
  1. Inform your member to select the password reset option when they login.

More Information

Please click the links below for more information:

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