Our mission at ThreeAndMore is to help you simplify your community life. This all starts by being part of a community. There are two possibilities: you can either join a community you already know, or you can create your own community.
Join a community
- On your main menu, click on 'communities' and click 'join community'.
- Enter the name of the community you would like to join and click 'search'.
- Not found? Maybe the community has not yet registered with ThreeAndMore, or it has labeled itself as "private". In that case, you can only become a member upon invitation of the community.
- Found it? Choose to joining either as a member or a fan.
- If the community requests specific personal data before you can join, you will get an overview of all the data you need to provide. The data that you have already entered in your ThreeAndMore profile, will be completed automatically. All remaining data needs to be completed before you click 'send'.
- Your membership request has been sent to the administrators of your community. As soon as they have approved your request, you'll be notified automatically.
Create a community
- Use the '+' icon on the upper left side of your screen, and select 'community'. You can also click 'create community' within the main menu-communities.
- Define a name for your community.
- Select the country, city and postal code where your community is located.
- Add one or more tags to your community. A tennis club for example could add the tag 'sport' and 'tennis'.
- Determine whether you want your community to be private or public. If you prefer a 'public' community, non-members can search for your community on the platform and request membership. Within a 'private' community, you can only become a member upon invitation. In this case, you can skip step 6 and 7.
- Public community: Decide whether or not new members can enter the community automatically. If you leave the switch on the left, all membership requests have to be approved by one of the admins; if you slide it to the right, all requests will be automatically approved.
- Public community: Next, you decide whether fans are allowed to join your community. If they are, you must determine, similar to members, whether the fan requests are automatically approved or not.
- Click 'create'.
Now that you've created your community, you can kick off your member management process. But before we invite members, we are going to decide whether we want to create a specific structure to our member community.
With the 'groups' feature you can quickly and easily structure your members in different groups. This can be very useful if you wish to send a separate message to members of your alumni association that graduated in Economics, to organize a training activity for the youth division of your soccer club, or to collect membership fees from all the different courses in your dance community.
Before creating a group, we advise to think well about what structure you want to apply to your community. An alumni association could benefit from defining groups per graduation year and field of study; a tennis club may prefer working by groups per competition team, teachers, management, etc. But don't worry, you can create as many groups as you like.
- Click the 'switch' button to select the community you wish to manage.
- Next, click 'members' in the main menu and select 'groups'.
- Click '+ group'.
- Enter the name of the new group and confirm by clicking 'create'.
- If your community already has members, you can immediately select the members that you wish to add to this group. If you have no members yet, you can link them to a group when inviting them to join, as to avoid having to do this afterwards (see "Add members").
- The group has now been created and can be found at the 'groups' main page.
- Repeat the previous steps to create all your groups.
Defining member form
As an administrator, it's important to have certain information from your members. Most associations or clubs have a registration form that states all the personal data members are required to provide. We advise to predefine this data, to oblige all the members you will invite or that apply for a membership, to provide this required data prior to being admitted to the community. Afterwards, members can update their own data, so you will always have the most recent data at your disposal. Obviously this list can be adjusted or extended at any time.
- Within the desired community, select 'member data' in the member section of the main menu.
- Choose 'edit member fields', and click 'search' to get an overview of all fields already created by ThreeAndMore. Add the fields you wish to request from your members. After adding all the fields you need, click 'done'.
- If you can't find some of the data in our predefined list, you can easily create custom fields. To do so select 'edit custom fields'. When creating a custom field, you first define the name of the field and then choose the type of answer the member can/must enter. This can be a short text, a simple yes or no, or a list of answers you wish to predefine. If, for example, you are the administrator of an alumni community and you don't want each member to enter his own version of the field of study, you can enter a set list from which everyone needs to choose.
- After selecting all the data fields that are important for your community, you can determine which fields are 'required', and which are 'nice to have'. If you want to delete a field, you can set the value to 'none'.
- Additionally, you must define each field's sharing options. If certain information is only needed for administrative purposes, you can limit its share status to the administrators of your community. If other fields need to be shared with the whole community to enhance communication and participation among your members, you can set the sharing settings of those fields to the entire community. Please note however that members always keep control over their own personal data, and can choose not to accept your predetermined settings.
- Click 'save data'.
By adding your members to your 3nm community allows you to centralise your entire communication process. Our platform works with either offline members (where you manage their member data) or online members (who have registered onto your 3nm community and are managing their own member data). All members you add to your community are created as offline members. This will allow you as an admin to immediately start using ThreeAndMore as the central communication engine, sending everyone messages, activity invites, payment requests etc, without the need for your members to register. If you wish to invite members to register, their offline status will automatically be updated, at which point these members are fully integrated into your community. Please note that the e-mails/messages sent to registered members are free; e-mails/messages sent to offline members need to be purchased (the first 500 are free).
If you have created member groups , you can use that structure when uploading or registering members, by assigning them to the right group during the file upload. If you invite members to register onto your 3nm community, they will automatically be presented the registration form upon acceptance of the invitation, which they needs to complete prior to being allowed to join the community.
To start adding members, click the '+' icon on the upper left side of your screen within your community page, and select 'member'. You can also select 'members' in the main menu and click '+ member'. There are two ways to add members: individually or by file upload.
Add individual members
- Invite a member to register
- To invite individual members, you only need to enter the following data: first name, last name and e-mail address are mandatory, community identifier (e.g. membership number) is optional. As previously mentioned, if you have defined a member registration form with the appropriate data fields, the member will be requested to complete when accepting the invitation.
- Next, determine whether the member needs to be assigned to a certain group. By doing this now, you will save yourself a lot of time after his/her registration.
- Click 'send invitation' and the member will receive an invitation via e-mail.
- Add an offline member
- Click the "create offline member" button.
- Complete the member form for the offline member you want to create and save it at the end.
Upload members by file
If you have a larger number of members, you can easily upload them all at once via a CSV-file. Please note that if you want to structure your members in groups, you will have to upload several files. When using a CSV-file, it's not possible to allocate individual members to different groups, but only the entire file. So it's more logical to create a csv-file for each group, and to upload these separately in the correct group.
If you wish to upload all members including their data files, you must first
- Download the csv file of your member form, available on the main member page: click the "export data" button on top of the member list.
- Complete the csv file on your computer with all your members' information in the right columns. Please do not change the first column (member ID), as this is the reference used by the platform to update the right fields for the right members. For new members, you don't have to add any ID. Also be reminded that if you wish to link your members to groups, you will have to create a csv file for each member group.
- Below 'upload an invitation list', enter a reference name of your choosing (usually the same name as your CSV-file), click 'choose file' and select the correct csv file on your computer.
- Decide if you want to link the members in this file to a specific group. If so, type the name of the group.
- Click 'upload invitations' and, after a while, you will see all members appear in your member list as offline members. These members are now part of your 3nm community and, if you have added an email address for each of them, you can immediately start sending messages, activity invites, payment requests etc...
- When you are ready to invite them to register into your community, you can send out the invitations which have been already been created for all offline members "applications" page in the members section. When you are ready to send the invitations, just click 'send all' or send out individual invitations.
You are now fully set to take advantage of all the 3nm modules.