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Membership Join Reasons

Updated
The Goal: Configure, edit, assign, and report on Membership Join Reasons so you can track why members are joining your organization and tailor your benefits and programs accordingly.

Before You Begin:

  • You need staff access to the Memberships rail and its Settings page.
  • Join Reasons can only be selected when adding or editing a membership from the back office.
  • Standard Join Reasons are populated to the database by default and allow for better reporting and filtering — map each of your customized reasons to one.

Tracking why members are joining your organization is a great way to understand their needs so that you can tailor your benefits and programs accordingly. These join reasons can be selected when adding a membership from the back office.

Step-by-Step Instructions

Configure New Join Reasons

  1. Go to Memberships, click Settings and select Membership Join Reasons. The page opens as Membership Settings.
  2. A list of the Membership Join Reasons you have set up in your system is displayed.
    Membership Join Reasons list page in the v2 nav, showing the existing reasons grid and the ADD button
  3. Click the Add button.
    Add Join Reason dialog, empty, with the Reason, Description and Standard Join Reason fields visible
  4. Configure the following:
    • Reason: Enter your customized join reason.
    • Description: (Optional) Enter a description of the join reason.
    • Standard Join Reason: Select a standard join reason. Standard join reasons are those populated to the database by default and allow for better reporting and filtering.
  5. Click Done.

Change or Edit Your Join Reasons

  1. Go to Memberships, click Settings and select Membership Join Reasons. A list of the Membership Join Reasons you have set up in your system is displayed.
    Membership Join Reasons list page with an existing reason’s hyperlink boxed
  2. Click the hyperlink for the join reason you wish to update.
    Edit Join Reason dialog with the Reason, Description and Standard Join Reason fields populated
  3. Make the desired changes.
  4. Click Done.

Assign a Join Reason to a Contact

Join Reasons are only available to add when Add a Membership to a Contact or editing a membership from the back office.

Back-office membership add/edit screen with the Join Reason drop-down boxed

If you need to add a Join Reason to an existing membership or to a membership that was added via an application, follow the steps in Add a Join Reason to an Existing Membership.

Reporting on Join Reasons

As a valuable piece of information, you can use the Membership Report to report on Join Reason. The report can be used to view all join reasons or filter it to a specific join reason. Include Membership Join Reason in your fields to display.

Membership Report results filtered by Join Reason, with the Membership Join Reason column boxed

Common Pitfalls

  • Expecting Join Reasons on online applications: Join Reasons can only be selected when adding or editing a membership from the back office. If a membership was created via an application, add the Join Reason afterward using the existing-membership steps above.
  • Skipping the Standard Join Reason: Leaving it unmapped limits how well the reason rolls up in reporting and filtering. Map every customized reason to a standard one.

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