How do I view Membership Status on Individual Contacts?

Overview

EveryAction displays membership information differently depending on which contact view you're using. Learn how to find and interpret membership status information in both views. 

Step 1: Access membership information in the All Details view 

1. Navigate to the contact's record 

2. If not already in All Details view, select "View all details" at the bottom left corner of your screen 

3. Look for membership information in the contact header 

4. Active members are indicated with a badge next to their name that corresponds to their membership level 

5. The line just below displays the date of expiration or expected expiration along with their membership level 

Step 2: Access membership information in the Contact Record view 

1. Navigate to the contact's record 

2. If not already in Contact Record view, select "View contact record" at the bottom left corner 

3. Find Membership status in the Planning and Insights column on the right 

4. Click the arrow to open the drawer and view additional details 

5. The drawer will display the contact's current or most recent membership and a summary of their membership history 

Step 3: Understand membership status indicators 

1. Active: Current date falls between Join Date and Expire Date 

2. Lapsed: Current date falls between Expire Date and end of Renewal Window 

3. Renewed: Current date falls between start and end of Renewal Window with a new membership record added 

4. Dropped: Current date is later than the Renewal Window 

5. Canceled: Membership has been manually canceled by your organization 

Step 4: Interpret enrollment types and membership change types 

1. Enrollment types include: 

   1. New: First membership record ever applied to a contact 

   2. Renewal: Contribution made while membership is Active or Lapsed 

   3. Rejoin: Contribution made after renewal window ends and membership is in Expired status 

2. Membership change types include: 

   1. Upgrade: Qualifying membership dues are greater than most recent previous dues 

   2. Downgrade: Qualifying membership dues are less than most recent previous dues 

   3. No Change: Qualifying membership dues are equal to most recent previous dues 

What else do you need help with? 

• Understanding Membership Record Management 
• How do I Add or Edit Individual Memberships? 
• How do I Link Dues to Membership Records? 
• How do I Use Bulk Actions to Update Multiple Memberships?