Memberships Dashboard

The “Memberships Dashboard” feature in Membership Management module of Retention CRM provides Associations, Chambers of Commerce and Nonprofit organizations a quick overview of their membership activities and help membership organizations in managing their members with ease.

General Functionality of “Memberships Dashboard” feature

• Membership Summary: This section offers a high-level view of your membership trends. It typically displays four timeframes:
  • May (Last Month): Shows the number of new, renewed, and total memberships gained in the previous month (May in this case).
  • June (MTD) – Month To Date: Displays the number of new, renewed, and total memberships for the current month (June) up to the current date.
  • 2024 (YTD) – Year To Date: Shows the total number of new, renewed, and total memberships for the entire year so far (2024).
  • Current #: This displays the current number of active memberships in your organization.
• Recent Memberships: This section lists the most recently added members. It typically includes details such as:
  • Name: Name of the member.
  • Type: Type of membership (e.g., Registered Nurse, Student Nurse).
  • Member Since: Date the member joined.
  • Membership Start Date: Official start date of the membership.
  • Membership Expiration Date: Date the membership expires.
  • Membership Source: How the member found and joined the association (e.g., website, event).
  • Status: Current status of the membership (e.g., Active, Pending, Expired).
  • Auto-renew?: Indicates if the membership is set for automatic renewal.

Using “Memberships Dashboard” Feature in Association Management

Let’s consider how a nursing association might utilize the ‘Memberships Dashboard’.

• Membership Summary: The association can monitor membership trends. For instance, if they see a decline in new memberships in June (MTD) compared to May (Last Month), they can investigate and potentially launch targeted membership drives.
• Recent Memberships: This helps the association identify new members and personalize their welcome experience. They can also segment new members based on membership type (e.g., Registered Nurse vs. Student Nurse) and send targeted communication.

Example Data for a Nursing Association

Here’s an example of how the Recent Memberships section might be populated for a nursing association:

Name	Type	Member Since	Membership Start Date	Membership Expiration Date	Membership Source	Status	Auto-renew?
Sarah Jones	Registered Nurse	2024-06-14	2024-06-14	2025-06-13	Association Website	Active	Yes
David Lee	Student Nurse	2024-06-12	2024-06-12	2025-06-11	Membership Event	Active	No

More Use Cases for Associations

Monitor Membership Trends and Identify Areas for Improvement

• Analyze membership growth over time (May vs June, YTD).
• Identify periods with declining memberships and investigate reasons.
• Track membership renewals to assess member retention rates.
• Use this data to plan targeted membership drives or campaigns to attract new members during slow periods.

Personalize the New Member Experience

• Identify new members from the “Recent Memberships” section.
• Segment new members based on factors like membership type (e.g., student vs professional) or source of acquisition (website vs event).
• Tailor welcome communications based on these segments. For example, send resources relevant to a student nurse’s needs compared to a registered nurse.

Improve Member Engagement and Retention

• Track membership statuses (active, expired) to identify members nearing expiration.
• Proactively send renewal reminders to encourage timely renewals.
• Leverage member data to segment communication and send targeted newsletters or announcements based on member interests or profession.

By leveraging the Memberships Dashboard, an Association, Chamber of Commerce or a Nonprofit can gain valuable insights into its membership health and use that information to improve member recruitment, engagement, and retention.