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Updating the Club Roster

Updating the Club Roster

The Club Roster data is available as part of the Users Insights part of the website available at the Dashboard > Users Insights spreadsheet. Note that this reporting spreadsheet can be used by club administrators to fine-tune reports to their needs.

Club Roster Preparation

  • Club Roster Columns: When on the Dashboard > Users Insights page on the rights find the columns toggle ‘eye’ icon.

  • Apply check boxes to only include Username, E-mail, Phone, Address, City, State, Zip.
  • Next export the .csv file by selecting the export ‘file’ icon to the left of the column toggle ‘eye’ icon.
  • On the next screen select ‘Export’.
  • Once exported to your computer you can open the .csv file in your favorite spreadsheet program such as Excel or Numbers. Then re-save the file as a .pdf and follow the additional instructions below.

File Naming

  • For consistency and so that files show in order, please name them with the following naming convention – monthyear-slff-club-roster.pdf

    As an example for Jan 2022 name the file 0122-slff-club-roster.pdf and make sure to use hyphens and not spaces to avoid the name ‘breaking’ when downloading.

File Uploading

  • Login to the WordPress backend https://www.santaluciaflyfishers.com/wp-admin/
  • Click on Dashboard > Downloads
  • Upload your file by selecting ‘Add New’.
  • On the next page add a name such as Club Roster 0822 then on the right attach the pdf file from your computer
  • Next scroll down to the Package Setting block > Allow Access and add Subscribers, Keymaster and Administrator
  • Scroll up and click ‘Publish’.
  • Go to Downloads > All Files and copy the ‘Shortcode’

Linking File

  • Go to the Club Roster page here https://www.santaluciaflyfishers.com/members/club-roster 
  • Select ‘Edit with Elementor’
  • Click on the area when the Club Roster download information is
  • On the left in the ‘Edit Shortcode’ area – paste the Shortcode
  • Click the bottom left ‘Update’ button to save the page

All set, you can now close the page and review on the front end by navigating to https://www.santaluciaflyfishers.com/members/club-roster 

If any questions you can reach out to the website developer Rob Wickens rob ‘at’ wickeninc.com 

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