Membership Reports

The “Donation and Membership Details” report in Reports module of Retention CRM provides Chambers of Commerce, Nonprofits and Associations with a comprehensive view of both financial Donations and associated memberships in their contact database. It displays general donor information (Name, Email, Phone) alongside Donation details (Financial Type, Date, Amount) and linked membership details (Start Date, Status, Expiration Date, Member Since). This allows you to see not only who donated but also if their Donation was linked to a membership renewal or signup.

General Functionality of “Donation and Membership Details” report

Available Fields Explained:

• Donor Information: Basic contact details like Name, Email, and Phone number for easy reference.
• Donation Details:
  • Financial Type: Category of the Donation (e.g., Dues, Donation).
  • Donation Date: Date the Donation was received.
  • Amount: Donated or paid amount.
• Membership Details:
  • Membership Start Date: Date the membership began.
  • Membership Status: Current status of the membership (e.g., Current, Pending Renewal, Lapsed).
  • Membership Expiration Date: Date the membership expires (if applicable).
  • Member Since: Duration of the membership (calculated from Start Date).
  • Country: Country of the member (based on their address).

Using “Donation and Membership Details” report in Association Management

A nursing association can leverage this report in numerous ways. Here’s a hypothetical scenario:

The association wants to identify nurses who haven’t renewed their memberships despite making recent Donations. Using the report, they can filter for:

• Donation Date: Past 3 months (to capture recent Donations)
• Financial Type: Dues (to focus on membership-related Donations)
• Membership Status: Not Current (to identify lapsed or expiring memberships)

This filtered report would show nurses who recently contributed but lack active memberships. The association can then reach out to these individuals, potentially offering incentives for renewal or clarifying any membership-related issues.

Additional Filters:

The report offers further customization through various filters like:

• Campaign: Track Donations associated with specific fundraising campaigns.
• Payment Type: Identify Donations made by check, credit card, etc.
• Member Since: Analyze membership duration trends.
• Membership Types: Filter by specific membership categories (e.g., Registered Nurse, Student Nurse).
• Address Information: Locate members by region for targeted communication.

By combining these filters with Donation details, the nursing association can gain valuable insights into donor and member behavior, ultimately strengthening relationships and fundraising efforts.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Chamber of Commerce – Sponsorship Analysis

A Chamber of Commerce can utilize the Donation and Membership Details report to analyze the sponsorship landscape. Here’s how:

• Filters:
  • Donation Details > Financial Type: Sponsorship (Filter for Donations categorized as sponsorships)
  • Membership Details > Membership Type: Sponsor Tier (Filter by different sponsor tiers, like Gold, Silver, Bronze)
  • Campaign: Specific Sponsorship Program (If sponsorships are tied to specific programs)
• Analysis:
  This filtered report will show details of sponsorships including company names, contact information, sponsorship amounts, and membership tiers. The Chamber can then analyze which membership tiers contribute the most through sponsorships. This helps them refine their sponsorship packages and target high-value sponsors for future programs.

Non-Profit – Volunteer Engagement with Donations

Understanding volunteer behavior is crucial for non-profits. This report can help analyze if volunteers are also financial contributors. Here’s how:

• Filters:
  • Donor Information: Assign a volunteer tag to member profiles who volunteer.
  • Donation Details: Include any timeframe (to capture all donations)
• Analysis:
  By filtering for volunteers (through the assigned tag) and looking at their Donation details, the report will show if volunteers are also donating financially. This allows the non-profit to acknowledge their well-rounded support and potentially create special recognition programs for volunteering donors.

Association – Event Participation and Membership Status

Associations often host events for members. This report can help identify members who haven’t renewed despite attending events. Here’s how:

• Filters:
  • Membership Details > Membership Status: Not Current (Focus on lapsed or expiring memberships)
  • Additional Filters > (Look for a custom field or tag for event attendance)
• Analysis:
  This filter will show members who haven’t renewed (based on membership status) but have attended recent events (based on the custom field/tag). The association can then reach out to these attendees, potentially offering incentives for membership renewal alongside the value proposition of attending future events.

The ‘Lapsed Membership’ report in Reports module of Retention CRM provides Chambers of Commerce, Nonprofits and Associations with a list of members whose memberships have expired or are about to expire. This report helps identify members who might need to renew their memberships and allows membership organizations to target them with renewal campaigns.

General Functionality of ‘Lapsed Membership’ Report

Available Fields

• Member Name: This field displays the name of the member.
• Membership Type: This field specifies the type of membership held by the member (e.g., Registered Nurse, Licensed Practical Nurse).
• Current Status: This field indicates the current status of the membership, such as “Current,” “Pending Renewal,” or “Lapsed.”
• Membership Lapse Date: This field shows the date on which the membership expired or will expire.
• Country: This field displays the member’s country of residence (potentially useful for filtering based on location).

Filters:

• Membership Types: This filter allows you to select specific membership types to include in the report (e.g., Registered Nurse only).
• Lapsed Memberships: This filter lets you choose a date range to identify members whose memberships have lapsed within that period or are due to lapse in the future.
• From To: This sub-filter within ‘Lapsed Memberships’ allows you to define the specific date range for lapsed memberships.
• Campaign: This filter helps you target lapsed members who might have participated in a specific marketing campaign.
• Tag: You can filter members based on tags assigned to them in Retention CRM (e.g., “Membership Renewal Required”).
• Group: This filter allows you to target lapsed members who belong to a particular group within the nursing association (e.g., “Oncology Nurses”).

Using ‘Lapsed Membership’ Report in Association Management

Let’s say the nursing association wants to win back lapsed members who were Registered Nurses (RNs). They can use the ‘Lapsed Membership’ report to:

1. Filter Membership Types to include only “Registered Nurse.”
2. Set the ‘Lapsed Memberships’ filter to a specific date range (e.g., members whose memberships lapsed in the last 6 months).
3. They can optionally filter by Country to target a specific region.

This report generates a list of lapsed RN members. The association can then launch a targeted email campaign using Retention CRM to these members, highlighting the benefits of membership renewal and offering incentives for rejoining.

More Use Cases for Chambers of Commerce, Associations and Nonprofits

Association – Renewing Memberships for a Professional Association

Similar to the scenario described in the passage, a professional association can use the “Lapsed Membership” report to identify lapsed members and target them with renewal campaigns. This could be used by organizations like nursing associations, engineering societies, or alumni associations.

Chamber of Commerce – Re-engaging Businesses

Chambers of commerce can leverage the “Lapsed Membership” report to re-engage businesses that have not renewed their memberships. By filtering the report based on membership types (e.g., small businesses, startups) and lapse dates, chambers can identify businesses that might benefit from continued membership. They can then reach out to these businesses with targeted communication highlighting the value proposition of membership and offering incentives for renewal.

Nonprofit – Donor Cultivation

Nonprofits can utilize the “Lapsed Membership” report to cultivate relationships with lapsed donors. By filtering the report based on membership types (e.g., sustaining donors, major donors) and lapse dates, nonprofits can identify individuals who have previously shown interest in their cause. They can then personalize communication to these lapsed donors, thanking them for their past support and encouraging them to renew their membership or make a new donation.

The “Membership Details” report in Reports module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations with a comprehensive list of all members, along with their current membership status and key details.

General Functionality of “Membership Details” Report

• Contact Name: Name of the member as listed in Retention CRM.
• Membership Start Date: Date the member’s current membership began.
• Membership Expiration Date: Date the member’s current membership expires (if applicable).
• Status: Current membership status (e.g., Current, Pending Renewal, Expired).

Additionally, the report can be configured to show payment (payment) information associated with each membership.

Using “Membership Details” Report in Association Management

1. Contact Name: This field displays the member’s name as recorded in Retention CRM. (Both General & Nursing Association)
2. Membership Start Date: This shows the date the member’s current membership began. (Both General & Nursing Association)
   • Nursing Association Context: This can be helpful in identifying new members or tracking renewal cycles for nurses who need to maintain their licenses.
3. Membership Expiration Date: This displays the date the member’s current membership expires (if applicable). (Both General & Nursing Association)
   • Nursing Association Context: This is crucial for identifying members nearing expiration and prompting them to renew their memberships to stay compliant and receive association benefits.
4. Status: This field shows the current status of the member’s membership (e.g., Current, Pending Renewal, Expired). (Both General & Nursing Association)
   • Nursing Association Context: This helps identify members who require follow-up actions based on their status. You can easily segment your membership and send targeted communication for renewals, lapsed memberships, or upcoming events.

Report Filters Explained (Nursing Association Context)

The “Membership Details” report offers various filters to narrow down the member list based on specific criteria. Here’s how a nursing association can utilize these filters:

• Contact Name: Search for a specific member by name.
• Is Deleted: Include or exclude deleted contacts from the report.
• Member Since: Filter members based on the date they joined the association (From-To options allow for a date range).
• Membership Start Date: Filter members based on the start date of their current membership.
• Membership Expiration Date: Filter members based on their membership expiration date (useful for identifying upcoming renewals).
• Primary Membership: Include only members with a primary membership (relevant if you have different membership tiers).
• Membership Types: Select specific membership types to view details for that category (e.g., Registered Nurse, Licensed Practical Nurse).
• Campaign: Filter members who participated in a specific campaign (e.g., a new membership drive).
• Status: Filter members based on their current membership status.
• Auto-Renew Subscription Status: Identify members with active or inactive auto-renewal subscriptions.
• payment Filters (Date, Financial Type, Payment Type, Currency, Status, Amount): Filter members based on their payment history related to membership fees. This helps assess membership fee collection and identify potential payment issues.
• Address Filters (Street Number, Name, Address, City, Postal Code, County, State/Province, Country): Filter members by location, useful for regional communication or events.
• Tag & Group Filters: Filter members based on assigned tags (e.g., “New Member”) or group memberships (e.g., “Oncology Nurses”).

Scenario: Utilizing the Membership Details Report

A nursing association wants to identify members whose memberships are expiring within the next three months. They can use the “Membership Details” report with the following filters:

• Membership Expiration Date: From (today’s date) To (three months from today)
• Status: Pending Renewal or Expired (optional)

This report will generate a list of members nearing expiration, allowing the association to:

• Send targeted email reminders to encourage membership renewal.
• Offer special incentives for early renewal.
• Identify potential lapses in membership and reach out to those members.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Identify members whose memberships are expiring (Association)

Identify members whose memberships are expiring within the next three months. They can use the “Membership Details” report with the following filters:

• Membership Expiration Date: From (today’s date) To (three months from today)
• Status: Pending Renewal or Expired (optional) This report will generate a list of members nearing expiration, allowing the association to:
• Send targeted email reminders to encourage membership renewal.
• Offer special incentives for early renewal.
• Identify potential lapses in membership and reach out to those members.

Track upcoming renewals for businesses (Chamber of Commerce)

Track upcoming renewals for businesses of a specific industry (e.g., restaurants). They can use the “Membership Details” report with the following filters:

• Membership Types: Select “Restaurant” (or other relevant category)
• Membership Expiration Date: From (next month) To (three months from today) This report will help the Chamber identify businesses that need to renew their memberships and allow them to:
• Proactively contact these businesses to discuss renewal options.
• Offer targeted benefits or discounts for renewing memberships.

Identify members who have not donated (Nonprofit)

Identify members who have not donated in the past year. They can use the “Membership Details” report with the following filters:

• Report Fields: Include payment Information (to show donation history)
• Last payment Date: Is empty OR Before (one year ago) This report will help the nonprofit identify members who may be less engaged and allow them to:
• Send personalized outreach campaigns to re-engage these members.
• Highlight the impact of donations and encourage them to support the cause.

The “Membership Summary” report in Reports module of Retention CRM provides Nonprofits, Associations and Chambers of Commerce a high-level overview of their members categorized by “Membership Type” and the date they joined (“Member Since”). It essentially gives you a count of members within each type and how long they’ve been members, allowing you to identify trends and target specific groups.

General Functionality of “Membership Summary” Report

Description of Available Fields 

• Member Since (From To): This date range lets you filter members who joined the association between specific dates. For example, a nursing association might use this to see how many new members they gained in the last quarter (From: [Start of Last Quarter] To: [End of Last Quarter]).
• Membership Start Date (Membership Expiration Date): These filters allow for even more precise control. You can isolate members who joined (Membership Start Date) or whose memberships expire (Membership Expiration Date) within a specific timeframe.
• Primary Membership: This filter helps identify a member’s main membership type if they have multiple memberships.
• Membership Type: This lets you see a breakdown by specific membership categories within your association. A nursing association might have categories like “Registered Nurse,” “Licensed Practical Nurse,” or “Student Nurse.”
• Membership Status: This allows you to see how many members are currently active, pending, lapsed, or cancelled. This is crucial for understanding member engagement and identifying potential issues.
• Campaign: If your association uses campaigns to target specific member groups (e.g., a campaign to promote continuing education courses), this filter can show how many members from each campaign have a particular membership type.
• Currency: If your association accepts memberships in multiple currencies, this filter allows you to view a summary by currency.
• Contribution Status: This can be helpful to see how membership types correlate with contribution behavior (e.g., do higher-tier memberships contribute more?).
• Tag & Group: These filters allow for even more targeted reporting based on custom tags or groups assigned to members. For instance, you might have a tag for “Inactive Members” or a group for “Mentorship Program Participants.”

Using “Membership Summary” Report in Association Management

They can use the “Membership Summary” report with the following filters:

• Member Since (From To): Set the dates to the last 6 months to focus on recent joiners.
• Membership Status: Select “Active” to see how many new members remain active.
• Membership Type: Choose specific membership types offered to new members (e.g., “Student Nurse”).

This report would reveal the number of new members by type and how many have remained active for at least 6 months. This information can be used to assess the effectiveness of onboarding programs or identify areas for improvement.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Analyze Volunteer Engagement by Membership Type (Association)

• Goal: Understand which membership types contribute the most volunteers.
• Filters:
  • Membership Type: Select all membership categories (e.g., “Individual”, “Family”, “Corporate Sponsor”).
  • Contribution Status: Choose “Volunteer Hours” (if Retention CRM captures volunteer data as contributions).
• Analysis: This report will show how many members from each category contribute volunteer hours. The association can identify which membership types have the most engaged volunteers and tailor future volunteer recruitment efforts accordingly.

Identify Membership Renewal Opportunities (Chamber of Commerce)

• Goal: Proactively target members whose memberships are expiring soon for renewal campaigns.
• Filters:
  • Membership Status: Select “Active” but nearing expiration date (use “Membership Expiration Date” filter).
• Analysis: This report generates a list of members with expiring memberships. The chamber can then launch targeted email or phone campaigns to remind these members of the value of their membership and encourage renewal.

Measure Impact of Advocacy Campaigns (Nonprofit)

• Goal: Evaluate if advocacy campaigns are attracting new members interested in a specific cause.
• Filters:
  • Campaign: Select the specific advocacy campaign you want to analyze.
  • Member Since (From To): Set the date range to coincide with the campaign period.
  • Membership Type: Choose membership types relevant to the campaign’s cause (e.g., “Environmental Protection Advocate”).
• Analysis: This report shows how many new members of specific types joined during the campaign. This helps the nonprofit assess the effectiveness of the campaign in attracting new supporters and tailor future advocacy efforts.