Admin Support

Import – add new members and update member details

If you want to add or update several members at once, the easiest way is to use our import function. It can be used both to register new members and to make changes to a number of existing members at the same time.

ADD NEW MEMBERS
Enter the members’ details in the Excel template and then import the file into the system.

UPDATE MEMBER DETAIL
Go to Member > View/Edit and click the Excel icon to get a list of the members.

Make the changes you want in the Excel file.
Save the file.
Import it into the system again.

Note! Don’t rename the exported file, as it can then no longer be imported.
This is a convenient way to, for example, update the validity dates on many memberships at the same time.

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The member code – how is it used?

The member code is used when a membership and membership card need to be added on another mobile phone.

This can be relevant, for example, when:
A parent wants their child’s membership card on their own phone
A member wants their membership card on an additional phone
A member doesn’t have a smartphone and needs help from a relative with their membership

The member code therefore makes it possible to display the membership in another user’s app.

UPDATE A SINGLE MEMBER
Go to Member > View/Edit.
Search for the member and open their member profile.
Scroll down to Role and click the pencil icon.
Add a new role or change the existing role.
Check the details and save.

UPDATE SEVERAL MEMBERS AT ONCE
If you want to add or update roles for several members, the easiest way is to use the import function. Read here how to use it.

Step 1 – Create new memberships for the upcoming season

Go to Sales and select Memberships. Click the plus sign to create new memberships for the upcoming season. Once the new memberships have been saved, they appear in the list

More detailed instructions on how to create memberships can be found here.

Step 2 – Update the registration link with the new memberships

Once you’ve created all the membership types for the upcoming season, they need to be added to the registration link. Go to ‘Registration pages’ and click the pencil icon .

Click the plus sign to add the new memberships to the box titled Selected memberships (shown on the registration page). Tick the roles that should be able to choose these memberships.
Move down the memberships that shouldn’t be selectable by clicking to Move them to Not selected memberships (not shown on the registration page).

Also check the Welcome text to make sure it doesn’t contain any outdated information — or add to it if needed.

Click Save

Step 3 – Create a reminder communication

Go to Communication and select Reminder of membership. Click the pencil icon.

Fill in the following fields in the Communication box:
Title
Description
Shown from
Shown until
Roles that should receive the communication,
Remind X days before the membership’s end date. (Example: If the reminder communication should be sent on 1 Dec, and the memberships expire on 31 Dec, enter 30 days in the field.)

Shown from controls when the communication is displayed in the app, and when the push notification and email are sent. The date must be a date when the member was still active. If you leave the Shown until field empty, the communication won’t have an end date*.

*Only used for rolling memberships.

Button heading in the app: Enter the text to be shown on the button in the app. It’s also used as the link text in the email that’s sent out. Select Registration page from the dropdown list. Tick Registration page, and Open page outside the app required for payment.

Click Save.

The next step is to publish the communication. Before you do, you can see how many of the members will receive it in the Selection and delivery box. You can also upload an image (for example your logo, or another decorative image). Once everything is ready, click Publish.

Sort the order of communications in the app

Go to Communication > Settings.
Click the dropdown under Own sorting.
Choose how the communications should be sorted by dragging them into the order you want.

You can sort by:
Valid from date, ascending or descending
Valid until datete, ascending or descending
Title, alphabetically

If you don’t choose a custom sort order, the most recent communication is shown at the top.

Information on how to do this can be found here.

When a person becomes a member of a club or organization that uses Cardskipper, an invitation is sent by SMS and/or email — provided an email address and/or mobile number is registered. The message contains a link that the member clicks to register and create a user account in Cardskipper. Once registration is complete, the member can log in and access their membership in the app.

You can change parts of the text in the email. However, it’s not possible to change information that’s pulled automatically from the system, or text that must be included.

We can’t attach documents to communications. But we can host your documents on a hidden web page and give you a link to paste into the “External link (URL – “https://..”)” field.

You get the best result with a single page, but we can combine up to 3 pages. If you have your own website where you can host the documents, that works too — as long as you have a link to the documents to enter in the field. If you want to include several document links, you can put them in the communication’s description.

How to send a welcome message to new members

To send a welcome email to new members, you create a regular communication, but add a filter so that it only reaches members who are new.

Create a new communication.
Go to Filters and click Add.
Select New members – welcome greeting from the dropdown list.

Specify how many days after registration or import the member should receive the message.

Here are instructions for how to create a communication:

Send a private message to a member

Go to Member > View/Edit. Search for the member and click the pencil icon.

Scroll down to Private messages. Click Create new.

Create the message the same way as a regular communication.
Here are instructions for how to create a communication:

Here you can also add an existing product or a new one.

Which members can receive reminder communications?

You can send reminder communications to members who have 90 days or less left of their membership.

If you want to send a reminder to members whose membership has already expired, the date in the Shown from field needs to be before the membership’s end date.

MFA / Two-Factor Authentication – How It Works

MFA, or two-factor authentication, is an extra security check used during login. In addition to the password, the user must also confirm their identity using an additional method, such as an authenticator app or another approved verification method, depending on the account and the organisation’s settings. This provides better protection for contact details and other information. If verification emails do not arrive, there are often alternative ways to approve the login, for example through Microsoft Authenticator.

The first time you sign in using MFA, you will use option 1 below.
After that, if you would prefer to use a different method, there are two additional options to choose from.

The options you can use are:

1. Request a one-time code to your email address
Click this option. A code will be sent directly to your email address. You will see which email address it is sent to – this is the same email address you use to log in to Cardskipper. The code is valid for 30 min
Sometimes the code may end up in your spam folder.

2. Use a one-time code from the Microsoft Authenticator app
Click the option. Open the app, where a 6-digit code will be generated and is valid for 30 seconds. If you do not have time to use it, a new code will be generated.

3. Use a security key
If you use a PIN code, fingerprint, or another screen lock method to unlock your computer, you can add the same method here to log in.

In Settings, you can add and manage your authenticator app and security keys.

Click here for information on how to use Microsoft Authenticator!
Download the app Microsoft Authenticator here as well.

IF THE PERSON IS A MEMBER:

You can give the member administrator rights yourselves. Click here for instructions.

IF THE PERSON IS NOT A MEMBER:

Contact us and provide the person’s:
first name
last name
email address.

We’ll add the person as an administrator and send the login details by email. Also contact us when an administrator needs to be removed.

What are search tags/labels?

Search tags, or labels, are used to mark and categorize information in the system. They make it easier to search for, filter, and group members, communications, products, and other parts of the system, for example.

A search tag can, for example, be added to a member to show that they belong to a certain group or have a certain characteristic. Tags can also be applied automatically. For example, if a member buys a particular add-on product, the product can be set up so the member automatically gets a specific search tag.

Search tags can be used for things like: searching for and filtering specific groups of members; directing or targeting communications to selected groups; marking people who have bought a particular product or made a particular choice; categorizing products and communications; displaying certain information in the membership card design.