Training: Add Group Members to CRM

General Instructions:

Here are the instructions on how to Add All Group Members to the CRM 

Note: Adding members this way will not capture their members question answers

1. Open Facebook™ and find the group you'd like to add 
2. Click on "members" tab
3. In the pop up on the right hand side, click "Add All Members"
4. Follow prompts to add all group members 
   1. Select any desired filtering options, such as only adding contacts to GroupTrack whom you have invited to the group (using the Blue Invite button), including group invitees who have not yet accepted the invite to join the group, or filtering members by their bio text (Ex. coach, ceo, etc)

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   2. Select your desired pipeline for the contacts to be added to:

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   3. Optional: If you would like to set a source tag of where these contacts were added from, select your desired tag (or add a new one)
      1. Reminder: This will only add the tag to contacts who are being added to this pipeline for the first time. It will not apply this tag to pre-existing pipeline contacts
      2. Note: This is especially helpful if you are adding leads from other people's groups that you don't own so you can document where you connected with them from

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   4. Select "Yes" to continue

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Specific Categories:

Did you know that you can also select to add a certain category of members, such as only members you are Facebook friends with or only members you have mutual friends with? Select the "See All" button at the bottom of your desired category and then use the "Add All" or "Add Visible" options.

You'll notice that the buttons will change slightly based on the category you select, such as Friends or Members With Things in Common: