Tracking your membership drop reasons is valuable in understanding why members are leaving your organization allowing you to evaluate your benefits and programs.
Create Drop Reasons
- Click Setup in the left-hand navigation panel.
- Click Membership Drop Reasons in the Memberships section. 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).
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- Click the Add button.
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- 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
- Click Setup in the left-hand navigation panel.
- Click Membership Drop Reasons in the Memberships section. 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.