If you are wanting to export your new members information directly from ChapterBuilder so you can report them to your organization or campus, you can do so by following these steps:

• Navigating to your Leads List (click on the "Lead List" button on the left-hand navigation bar)

• Filter your list by the joiner status (this is typically A+). You can do this by clicking on the filter icon to the right of the search bar.

• Then click select all or individually select all of those that you are wanting included in your export. To select all click the checkbox at the top of your list in the left-hand corner). 

• Click the red "Actions" button and select Export. 

5. Select the information you want included in your report. Then click "Submit"

6. This will generate a spreadsheet in an .csv file that you download automatically. 

How do you add users to your ChapterBuilder account? 

If you are looking to add other members to your account follow the steps below. Note, ONLY TEAM ADMIN will have the ability to invite users to a chapter’s account. So make sure you are a team admin before you attempt to invite others. If you are not, make sure you talk to your account admin about adding others or adjusting your access.

How to invite a single user 

1. Navigate to the “Settings” tab located on the left hand navigation bar. 

2. Click on the “Members” tab. 

3. Input their email address at the top and select their role. 

4. Then click “send invites.” 

5. The individual you invited should receive an email invitation to create an account and access the site.

If the invited user already has an account they will be notified they have been given access and will be able to access the site when they login at chapterbuilder.com. 

How to bulk invite users

If you want to invite multiple users or even the whole chapter at once, follow these steps:

1. Navigate to the “Settings” tab located on the left hand navigation bar. 

2. Click on the “Members” tab. 

3. Click “Bulk Invite Mode.” (right hand side of the Members tab)

4. There you can select a file to upload to invite members in bulk. Note, you will just put their email in column A (each email in a separate cell) and no other information in your file you are uploading.

5. Click “Send Invites” 

6. The individual you invited should receive an email invitation to create an account and access the site.

Note - Each invitee included in the spreadsheet will be invited as a “Member” with the lowest level of access. This means if some members need different access, you will need to adjust it under the member page AFTER they accept their invitation. Also make sure you leave yourself off the spreadsheet or your account will be downgraded from “Admin” to “Member” losing your admin privileges.