Membership Join Reasons

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.
2. Click Membership Join Reasons in the Settings section. A list of the Membership Join Reasons you have set up in your system will be displayed.
   
3. Click Add.
   
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/Edit Your Join Reasons

1. Go to Memberships, click Settings.
2. Click Membership Join Reasons in the Settings section. A list of the Membership Join Reasons you have set up in your system will be displayed.
   
3. Click the hyper-link for the join reason you wish to update.
   
4. Make the desired changes.
5. Click Done.

Assign a Join Reason to a Contact

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

If you need to add a Join Reason to an existing membership or to a membership that was added via an application, you can follow these steps.

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.