Editing and Exporting Members
Update member records in bulk or individually and export filtered lists to CSV.
Editing members
Click any member to open their record, then edit contact details, membership level, custom fields, and notes. Changes save immediately.
Bulk edits
On the Members list, select multiple rows with the checkboxes to apply a bulk action — change membership level, add a tag, update status, or add to a broadcast audience. Bulk edits apply only to the rows you've selected, including across filtered views.
Exporting to CSV
Use Export on the Members list to download the current view as a CSV. The export respects your active filters and search, so filter first to export exactly the segment you need. All visible columns, including custom fields, are included.
Exports reflect live data at the moment you click Export. For a recurring snapshot, schedule it as part of a report instead.