Find Memberships

The “Find Memberships” feature in Membership Management module of Retention CRM allows Associations, Chambers of Commerce and Nonprofit organizations to search and filter their organization’s membership database. This helps in easily identifying specific members or groups of members based on various search criteria.

General Functionality of “Find Memberships” Feature

Here’s a breakdown of the options/fields you can use in “Find Memberships”.

• Member Name or Email: Search for members by their name or email address.
• Member Tag(s): Find members with specific tags assigned to their profiles. You can use multiple tags with “AND” or “OR” logic.
• Member Group(s): Filter members based on the groups they belong to (e.g., RNs, LPNs).
• Contact Type: Search for specific contact types (e.g., Individual, Organization).
• Search in Trash: Include deleted contacts in your search results.
• Membership Type: Find members with a particular membership type (e.g., Basic Membership, Premium Membership).
• Membership Status: Narrow down results by membership status (e.g., Current, Pending, Cancelled).
• Membership Source: Identify where members signed up (e.g., Online form, Offline event).
• Current Member?: Search for active members only (Yes) or all members (No).
• Membership is a Test?: Exclude or include test memberships (Yes/No).
• Primary Member?: Find primary members in households with multiple memberships (Yes) or all members (No).
• Membership ID: Search for a specific membership using its unique ID.
• Pay Later?: Find memberships with a “Pay Later” option selected (Yes) or all memberships (No).
• Auto-Renew Subscription Status: Analyze the status of automatic membership renewals (Active, Cancelled, Pending, etc.).
• Membership Status Is Overridden?: Identify memberships with a manually adjusted status (Yes) or those following the default settings (No).
• Member Since/Membership Start Date: Search for members who joined within a specific date range.
• Membership Expiration Date: Find memberships expiring within a particular timeframe.
• Campaigns: Filter members who participated in specific campaigns.
• Offline auto-renew pricing/Opt-out auto price update for offline auto-renew: These options are likely for advanced configurations related to offline membership renewals (consult your Retention CRM documentation for specifics).

Using “Find Memberships” Feature in Association Management

Let’s see how a nursing association can utilize “Find Memberships” in a practical scenario:

Scenario: The association wants to identify all Licensed Practical Nurses (LPNs) whose basic memberships are expiring within the next three months and haven’t opted out of automatic price updates for renewals.

Here’s how they would use “Find Memberships”:

• Member Group(s): Select “LPN” (assuming LPNs are assigned a specific member group).
• Membership Type: Choose “Basic Membership”.
• Membership Status: Select “Current” (to find active members).
• Membership Expiration Date: Set a date range encompassing the next three months.
• Opt-out auto price update for offline auto-renew: Choose “No” (to find members who haven’t opted out of automatic price adjustments).

This search will display a list of LPNs with basic memberships expiring soon and potentially needing notification about the upcoming renewal with any potential price changes.

More Use Cases for Associations

Identifying Members Due for Renewal

Associations can easily find members whose memberships are expiring soon. This allows them to:

• Proactively reach out to these members with renewal reminders.
• Offer incentives for early renewal.
• Segment renewal campaigns based on membership type or expiration date.

Targeting Specific Member Groups

The “Find Memberships” feature allows for filtering members based on various criteria. Associations can use this to:

• Send targeted communications to specific member groups, such as newsletters or event invitations relevant to their interests.
• Identify members who meet certain criteria for special programs or discounts.
• Segment surveys or polls to gather feedback from specific demographics.

Analyzing Membership Trends

By using filters like membership type, status, and start date, associations can gain valuable insights into their membership base. This helps them to:

• Track membership growth and churn over time.
• Identify trends in membership types or sources.
• Evaluate the effectiveness of membership campaigns.

By utilizing various combinations of these options, an Association, Chamber of Commerce or Nonprofit organization can efficiently manage its membership database, target specific member groups for communication, and streamline membership renewal process.