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.

Configure New Join Reasons

1. Click Setup in the left-hand navigation panel.
2. Click Membership Join Reasons in the Memberships section. A list of the Membership Join Reasons you have setup 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. Click Setup in the left-hand navigation panel.
2. Click Membership Join Reasons in the Memberships section. A list of the Membership Join Reasons you have setup 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.