How does your organization manage memberships? Or do you use an alternate giving level society?

Rodrigo Guardado

How is your organization managing memberships if you aren't using the membership module? More specifically, how are you managing the lapsed members, about to expire, and membership renewals? How do you track benefits? I've heard of using attributes and some even are using constituent codes (which I'm not sure about yet).

Zane Magnuson 2

Interesting...I guess in theory, you could do something like this:



Create a Constituent Attribute for "Membership Status", with the drop-down options "Active, Lapsed, Dropped, None". Then you could set up a bunch of Queries to find people that have changed status. Let's say you use an Appeal named "15MEMBER" for membership gifts. The Queries would be something like:



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Newly Active

• Summary Gift Amount > $0 (Appeal = "15MEMBER", Gift Date = This past year)
• Specific Constituent Attribute Membership Status :does not equal:"Active"

Newly Lapsed

• Summary Gift Amount = $0 (Appeal = "15MEMBER", Gift Date = This past year)
• Specific Constituent Attribute Membership Status = "Active"

Newly Dropped

• Summary Gift Amount = $0 (Appeal = "15MEMBER", Gift Date = (some longer date range than past year) )
• Specific Constituent Attribute Membership Status :does not equal: "Dropped"

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Then you'd use a Global Change based on those Queries to change that Attribute field for those constituents. Bear in mind, I've never run into this personally so this is just an off-the-top-of-my-head idea and might not be fully thought-out.