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Home > Memberships > Membership Join/Drop Reasons > Membership Join Reasons (DRAFT)
Membership Join Reasons (DRAFT)
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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 currently configured join reasons will be displayed.

  3. Click the Add button

  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 currently configured join reasons will be displayed.

  3. Click the hyper-link for the join reason you wish to update

  4. Make the desired changes
  5. Click Done

 

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.

 

 

 

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