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ACADEMY

Membership Tracking

 

Does your organization consider members and donors to be two distinct categories? This session will look at how to use appeals, custom fields, and reports to identify members in advance of their renewal dates, and also how to use interactions and Bloomerang’s Constituent Information form to measure the engagement level of your members.

Learning objectives:

  • Define and differentiate members from donors
  • Set up your database to track memberships
  • Track and report on membership status
  • Learn best practices on renewal notices
Diana Otero
Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit organization driven and powered by volunteers.

Comments

  • Kristen Hay

    Hi Sheridan - I'm not sure what you mean by notes. Can you clarify? You can watch the video to learn more about setting up membership tracking in your Bloomerang database.

  • Sheridan

    Any way we can get a copy of the notes sent out for this? Or am I missing a download link somewhere? Thanks
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Donor Engagement Surveys