How To: Add Existing Facebook Group Members

A step-by-step guide to adding all members of a Facebook™ group to GroupTrack CRM.

Table of Contents

1. Introduction
2. What Are Group Members in GroupTrack?
3. What You Can Do with Group Members in GroupTrack
4. How to Add Group Members
   • Step 1: Access Your Facebook™ Group
   • Step 2: Add All Members to GroupTrack CRM
   • Step 3: Select Filtering Options
   • Step 4: Choose a Pipeline
   • Step 5: Optional - Set a Source Tag
   • Step 6: Add Specific Categories of Members
5. Why This Process is Important

Introduction

Purpose

Adding members from a Facebook™ group to GroupTrack CRM allows you to manage and track your interactions with group members efficiently. This guide will walk you through the steps to add all group members to your CRM, along with specific categories of members.

What Are Group Members in GroupTrack?

Group Members in GroupTrack are individuals from your Facebook™ group that you can import into the CRM. This feature allows you to manage relationships, track interactions, and organize members within specific pipelines.

What You Can Do with Group Members in GroupTrack

With Group Members in GroupTrack, you can:

• Add all or specific categories of group members to your CRM.
• Apply filters to include only the members you want to track.
• Assign members to specific pipelines and set source tags for better organization.

How to Add Group Members

Step 1: Access Your Facebook™ Group

1. Open Facebook™:

   • Navigate to Facebook™ and find the group you’d like to add members from.

     Click on the "Members" Tab:

   • In the group, click on the "Members" tab to view the list of group members.

Step 2: Add All Members to GroupTrack CRM

1. Use the "Add All Members" Button:
   • In the pop-up on the right-hand side, click the "Add All Members" button.

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

     Follow the Prompts:

   • Follow the on-screen prompts to add all group members to GroupTrack CRM.

Step 3: Select Filtering Options

1. Choose Filtering Options:
   • Select any desired filtering options, such as:
     • Only adding contacts you have invited to the group.
     • Including group invitees who have not yet accepted the invite.
     • Filtering members by their bio text (e.g., coach, CEO, etc.).

Step 4: Choose a Pipeline

1. Select a Pipeline:
   • Choose the pipeline where you want these contacts to be added.

Step 5: Optional - Set a Source Tag

1. Select a Source Tag:
   • If you want to set a source tag indicating where these contacts were added from, select your desired tag or create a new one.
   • Reminder: This tag will only be added to contacts being added to this pipeline for the first time. It will not apply to pre-existing pipeline contacts.

   • Note: This is particularly useful for tracking leads from groups you don’t own.

     Continue the Process:

   • Select "Yes" to continue with the addition of group members.

Step 6: Add Specific Categories of Members

1. Select Specific Categories:
   • You can also choose to add specific categories of members, such as:
     • Only members you are Facebook™ friends with.

     • Only members you have mutual friends with.

       Use the "See All" Button:

   • Click the "See All" button at the bottom of your desired category.

     Add Members:

   • Use the "Add All" or "Add Visible" options to add members from the selected category.

     Note the Button Changes:

   • The buttons may change slightly based on the category you select, such as Friends or Members With Things in Common.

Why This Process is Important

Adding group members to GroupTrack CRM helps you maintain an organized and efficient way to manage relationships within your Facebook™ groups. By categorizing and filtering members, you ensure that your interactions are well-documented, which is essential for targeted follow-ups and effective relationship management.