Overview
Setting up your Membership Management program in EveryAction involves creating a structured hierarchy of membership levels based on your organization's existing membership rules. The system will use these rules to automatically assign members to the appropriate levels without requiring manual intervention. This process ensures consistent application of your membership criteria and reduces the administrative burden of tracking memberships.
Before beginning setup, it's important to understand your internal rules for classifying members in your hierarchy. Having these rules documented will help ensure your automated system works as intended and minimizes the need for manual corrections later. The Fundamentals: Membership Management resource includes a downloadable spreadsheet to help gather all necessary information before configuration.
Getting Started
To begin setting up your Membership Management program, navigate to Membership Management in the sidebar menu or through Main Menu > Fundraising. When you access the Membership Management page, you'll see a status indicator showing your progress in the setup process. The initial step is adding a membership level, which will introduce you to the process and criteria selection options. As you move through the workflow, you'll have opportunities to create benefits and customize universal membership settings.
Feature Details
The Membership Management setup process consists of several key steps:
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Creating membership levels - Define each tier in your membership hierarchy, starting with the highest level to establish the proper sorting order. For each level, you'll specify details like name, description, eligibility criteria, qualifying dues, and duration.
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Adding benefits - Associate specific benefits with different membership levels, such as membership cards, special access, or other perks. Benefits can be created during the level setup process or managed separately through the Benefits tab.
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Configuring universal membership settings - Establish global rules that apply across all membership levels, including contact naming conventions, exclusion criteria, expiration handling, and renewal windows.
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Testing your settings - Generate a test file to verify your configuration will correctly assign members to the appropriate levels before activating the automated process.
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Activating the overnight process - Once your settings are confirmed correct, approve the configuration to activate the nightly process that automatically applies membership levels to contacts based on your rules.
After activation, the system will run an automatic nightly process to apply membership levels to contacts according to your configuration. This allows you to see membership details on contact records and use membership information in searches and reports. If needed, you can pause the overnight tracking to make adjustments to your membership program settings.
Feature Navigation
Read more about how to:
- How Do I Create Membership Levels?
- How Do I Configure Contact Eligibility?
- How Do I Define Qualifying Dues?
- How Do I Set Up Benefits?
- How Do I Test and Activate My Membership Program?
Tracking Your Success / Reporting
Once your Membership Management program is activated, you can track its effectiveness through various reporting options. The system allows you to generate reports on membership levels, expirations, renewals, and upgrades. You can also track reasons why members might end their memberships early, providing valuable insights for retention strategies. These reporting capabilities help you analyze program performance and make data-driven decisions to improve your membership initiatives.
Transition Statement
With your Membership Management program properly configured and activated, you'll be able to efficiently track member status, automate level assignments, and focus more on member engagement rather than administrative tasks.
