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Invite or import members into a free tier

How to bring your mailing list, Shopify segment, or past customers into a free tier.

A free tier lets community members access your content without a paid subscription. You can add people you already have permission to contact, like an existing mailing list or past Shopify customers, directly to this tier.

The activation mode you choose decides what happens next: Single either sends an invitation or instantly imports and activates the accounts.

To start, open your community in Single and click Members.

Step 1: Choose your source list

You can pull members from two sources.

Shopify segments.

Best for syncing existing Shopify data. Pull from any saved segment, like customers who have purchased at least once, or fans who abandoned checkout in the last 30 days.

CSV file upload.

Best for bulk-uploading an external list, like one from Mailchimp, Klaviyo, or a spreadsheet. Only Email is required, and each row is one person.

Column header

Required?

Description

ID

No

A unique identifier for each customer.

Email

Yes

The customer's email address.

First Name

No

The customer's first name.

Last Name

No

The customer's last name.

Street Line 1

No

The first line of the customer's address.

Street Line 2

No

The second line of the customer's address.

City

No

The customer's city.

State

No

The customer's state or province.

Country Code

No

The customer's country in ISO 2-letter format, like US.

Postal Code

No

The customer's postal or ZIP code.

Phone Number

No

The customer's phone number.

Step 2: Choose your activation mode

Before you finish, choose how these people are processed. This decides whether you're sending an invitation or importing members directly.

  • Send Invite. People receive an invitation email. They aren't added to your member list automatically and must accept the invite before they get access.

  • Activate Immediately. People skip the sign-up and invitation step. They're imported, activated, and given instant access to the free tier with no email confirmation.

Common questions

What format does Country Code need?

Use the ISO 2-letter format. Enter US instead of United States, or CA instead of Canada. Other formats cause address errors.

Why won't my CSV upload?

Two things to check:

  • Missing emails. Every row needs a valid email. A blank Email field will fail the upload.

  • Headers. Your column headers need to match the names in the table above.

If your file meets the requirements and still won't upload, submit a request through our support form with your store domain and the CSV attached.

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