Using AI-Powered Features
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Before You Begin:
- You need access to the Memberships area and the Engagement section in your GrowthZone database.
- Scores and trends rely on member activity data, so the most useful insights come from a database with login, event, purchase, and communication history.
How to Open the Engagement Overview
- Go to Memberships in the left-hand rail.
- In the Engagement section, click Engagement Overview.
- The Overview opens, showing your key engagement metrics, the score distribution, engagement by membership type, and the full list of members ranked by engagement.
What the Engagement Overview Shows
The Engagement Overview turns individual member activity into a single, honest picture of your whole organization — and then shows that picture as it moves over time. Here is what each part measures:
- Avg Engagement Score: Each contact is scored 0–100 across three weighted signals: login recency (max 40, −0.4/day), events attended in the past year (max 55, +5 each), and purchase volume + recency (max 25 combined).
- High Churn Risk: Each member scores 0–5 churn risk points by flagging the following: dropped/suspended status, no events registered in the period, outstanding balance, expired membership with a balance due or suspended, and no communication in the past 30 days (or 60 days for the prior period).
- Churn Rate: Members dropped in the last 30 days ÷ members active at the start of that window.
- Active Members: Month-over-month active member count: current 30-day window vs. prior 30-day window, with absolute and percent delta.
- Score Distribution: Members grouped into engagement tiers — At Risk, Champion, Engaged, and Passive — so you can read the health of the whole membership at a glance rather than one contact at a time.
- Engagement by Membership Type: Average engagement score for each membership type, ranked highest to lowest (the top types are shown, with the full breakdown in the table below).
- All Members Ranked by Engagement: Every member with their distribution tier, engagement score, events, purchases, last purchase, and last login — ranked from highest to lowest score.
Available Filters and Views
The All Members Ranked by Engagement list gives you several ways to narrow down and reorder the members you see. Use these together to focus on the exact group you want to act on.
Search members
Use the Search members… box above the list to jump straight to a specific member by name.
Filter
Click the Filter button above the list to open the filter panel. You can filter the list by two categories, and combine selections across both:
- Membership Status — narrow the list by contact type: Member, Non-member, Member business, or Non-member business.
- Membership Type — narrow the list to one or more of the membership types set up in your database (for example, General Membership, Associate Membership, or any custom type your organization uses).
Sort the columns
Click a column header in the list to reorder the members by that value. You can sort by Score, Events, Purchases, Last Purchase, and Last Login — for example, sort by Events to see who has attended the most, or by Last Login to surface members who have not signed in recently.
Export
Click Export to download the current list — including any filters and sorting you have applied — so you can work with it outside GrowthZone.
Engagement Settings
Engagement Settings sits under Memberships, in the Engagement section, alongside Engagement Overview and Engagement Campaigns. This is where you configure how engagement scores are calculated and how members are grouped into tiers, so the Overview reflects what activity matters most to your organization.
- Go to Memberships in the left-hand rail.
- In the Engagement section, click Engagement Settings.
The page is split into two tabs — Scoring & rules and Thresholds. A Save changes button in the top right stays disabled until you modify something, so you can review the settings safely without risk of an accidental change.
Scoring & rules tab
The Scoring & rules tab contains a Signal weights panel where you adjust how much each activity influences a member's score. Four signals are configured, each with a slider and a percentage:
- Days since last login — 28%: recency of platform activity. Members inactive for 60+ days score significantly lower; this is the strongest early-warning indicator of churn.
- Event attendance — 52%: unique events attended in the last 12 months. Even one event per year correlates strongly with renewal.
- Transaction volume — 10%: how much the member transacts across purchases, dues, and registrations.
- Transaction recency — 10%: how recently the member last transacted.
A Weight calculator card on the right side tracks the running total (currently 100%) and lists each signal's share, with a green confirmation that the weights total 100%. All active signals must add up to exactly 100% before your changes can be saved.
Thresholds tab
The Thresholds tab defines what score ranges map to each engagement tier, using editable numeric fields:
- Champion — 30 or above: board candidates, recognition ready.
- Active — 20 or above: healthy, regular participants.
- Passive — 5 or above: normal engagement for required-membership organizations.
- At risk — below 5: low signal, high churn likelihood. This tier is read-only and shown as “Below 5.”
A parallel How thresholds work info button on this tab explains how the ranges are applied.
“How signals work” panel
Clicking the How signals work button opens a side drawer explaining that each signal is weighted to control how much it contributes to a member's overall engagement score, and that all active signals must total exactly 100%. A highlighted callout notes that the default weights were derived from logistic regression run on three years of member renewal data, and that the values shown are your organization's current weights. Below that, the drawer repeats the Current weights list with the same four signals, descriptions, and percentages (28 / 52 / 10 / 10).
Common Pitfalls
- Treating a single score as the whole story: One number tells you about one member; the distribution tells you about your whole organization. Read the At Risk, Passive, Engaged, and Champion groups together rather than reacting to any one contact's score.
- Acting on AI output without reviewing it: Engagement scoring is AI-assisted and can make mistakes. Confirm a member's status and history before launching a campaign or making a renewal decision based on the score.