The Goal: Create, edit, and assign membership drop reasons so you can track why members leave and report on those trends to evaluate your benefits and programs.
Before You Begin:
- You need staff access to the Memberships rail with permission to manage membership settings.
- The system ships with several standard drop reasons (Financial/Economic Reasons, Closed/Death/Moved, Not Using Benefits, Other) — review these before adding custom reasons so your reporting stays consistent.
Step-by-Step Instructions
Create Drop Reasons
- Go to Memberships, Settings section, click Membership Drop Reasons. A list of currently configured drop reasons will be displayed. NOTE: The system is populated with several standard drop reasons (Financial/Economic Reasons - Cannot Afford, Closed/Death/Moved - No Longer in Business, Not Using Benefits - Not Using Benefits, Other).
Click the Add button. - Configure the following:
- Reason: Enter your custom drop reason.
- Description: (Optional) Enter further description of this drop reason.
- Standard Drop Reason: Select a standard drop reason. The standard drop reasons are pre-populated in your system and allow for better reporting on why your members may have dropped.
- Click Done.
Change/Edit Membership Drop Reasons
- Go to Memberships, Settings section, click Membership Drop Reasons. A list of currently configured drop reasons will be displayed.
- Click the hyper-link for the drop reason you wish to update.
- Make desired changes. and click Done.
Assign a Drop Reason to a Contact
You will choose a drop reason when you drop a membership. See Drop a Membership.
Reporting on Drop Reasons
A valuable piece of information, Drop Reasons can be reported on using the Dropped Membership Report. By filtering the report on specific drop reasons you may identify trends.
Common Pitfalls
- Skipping the Standard Drop Reason mapping: If you create a custom reason but do not map it to a standard drop reason, your custom reason will not roll up correctly in reports like the Dropped Membership Report. Always select a Standard Drop Reason so your trend analysis stays accurate.