How do I add members to my cohort without an intake form?
Once you've established your program and created a cohort within Startup Space, the next crucial step is to populate your cohort with members. This guide walks you through the process of adding new users to your cohort, whether they're existing community members or new to your Startup Space ecosystem.
Once you’ve created your program and cohort, you are ready to add members into the cohort. Follow the steps outlined below:
- Sign into your Startup Space account.
- From the left side menu, open 'Cohort Management' and select 'Manage Cohorts'.
- From the bottom toolbar, select 'Add New Users'.
- On the popup screen, select the program and cohort, and enter the location associated with the new user accounts you will be generating. We recommend using the location of your community hub. Once finished, click 'Continue'.
- On the next screen, you’ll have the option to upload a CSV file OR enter individual email addresses.
- If you choose to use a CSV file, please upload a SINGLE COLUMN file. The single column should be labeled 'Email'. Any additional information within the CSV file will not allow the file to upload correctly. If the system accepts your file, you should see the email addresses populate down below.
- If you choose to enter email addresses individually, simply type in each email address into the provided text box. Every time you finish typing in an email, click the spacebar to lock it in and begin typing your next email address.
- Once you’ve entered your email addresses and clicked 'Continue', you’ll be given the option to customize an email to the new cohort members. Use the provided HTML editor to customize the subject and body. If you would like to add members without sending an email, please click the 'Do not send email to users.' box at the top of the screen. You may also save any changes as a draft email by clicking the 'Save This Draft' button at the bottom of the screen. To see and edit your draft again, simply click the 'Show draft email template.' checkbox under the HTML body editor.
Please note: When you send the invite through Cohort Management, our system will distinguish which emails are associated with existing accounts. If any of the email addresses you are adding are not currently a part of your community, we highly recommend sending an email when you add them to the cohort as it generates a temporary password for their new user accounts. Without this email, members may not realize they’ve been added to your community and may have difficulty signing in at a later time.