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Drop A Membership

Updated
The Goal: Drop a member’s membership, recording the end date and reason, and decide what happens to their directory listings, open invoices, Info Hub access and list or committee memberships.

Before You Begin:

  • Agree with your team on your organization’s preferences for drops — whether directory listings are removed, whether open invoices are written off or left open, and what Info Hub access a former member keeps.
  • NOTE: Setting the drop date to the future will not drop the membership on that date; it will only affect reporting. The membership will still be dropped immediately.
  • NOTE: Only invoices that are tied to the membership will be displayed. If there are additional invoices that need to be written off, you will be able to do this on the Billing tab.
  • IMPORTANT: If you are dropping a business membership, the update to Info Hub access level will only impact the business access level contacts have been assigned.

Step-by-Step Instructions

  1. On the member’s Profile tab, click the Actions icon in the Memberships section.
    Close crop of the membership row in the Memberships section with the ACTIONS icon boxed
  2. Click Drop or Delete Membership.
    Memberships section on the member’s Profile tab with the ACTIONS menu open and DROP OR DELETE MEMBERSHIP boxed
  3. In the Action dropdown, select Drop.
    Drop or Delete Membership window with the Action dropdown set to Drop, and the End Date, Reason and Notes fields visible
  4. Make the following selections according to your organization’s preferences:
    • End Date: This automatically populates with today’s date. The date can be the current date or in the past. It cannot be a future date — if a future date is entered, the field will turn red.
    • Reason: Select a reason for the drop from the dropdown list, or click the “+” to add a new reason.
    • Notes: Add any notes as preferred.
  5. Enable Remove All Directory Listings to automatically remove any listings from the contact’s Web Content tab.
  6. Decide whether any open invoices will be written off, or left open. Select any or all invoices from the list by clicking the box to the left.
  7. Choose the appropriate Info Hub access level you wish to be applied to the contact and all related contacts.
    Info Hub access level area of the Drop or Delete Membership window, with the access level selector for the contact and related contacts boxed
  8. You can also choose to individually select the appropriate Info Hub access level for any or all related contacts, and choose to remove them from lists and committees.
  9. Click Done. A note indicating that the membership was dropped is automatically logged on the Communication tab.

Related Membership Changes

Common Pitfalls

  • Using the End Date to schedule a drop: A future end date is rejected, and a past one only affects reporting. The drop itself happens immediately either way.
  • Assuming every open invoice is listed: Only invoices tied to the membership appear here. Write off anything else from the contact’s Billing tab.
  • Expecting a public list to be cleared: Remove from lists/committees does not remove contacts from lists that are marked public — the idea being that if someone who is not even a member can subscribe, contacts should not be removed from a public list when they are no longer a member.
  • Losing touch with dropped members: Dropped members can automatically be added to a list, so that you can easily continue to communicate with them. See General Membership Settings for instructions.

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