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Membership Macro and Micro

Brian Kerr
$organization

Hello all, can anyone clear up a membership set up query for me  - I am still unsure if there is an automatic downgrade or upgrade configuration bewtween different membership organisations (these also have different Membership categories). I have previously thought that ‘Macro’ related to movement between membership organisations and ‘Micro’ within a membership organisation. I know now that the ‘Micro’ trend relates to Membership Category but no automatic ‘upgrade’ or downgrade’ happens when testing movement between these.

cheers

Brian

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  • $organization

    Brian,

    This is the way I understand it:

    Macro Trend: records changes between and within levels 

     

    Upgrade – move up one level or more

    Increase – same level but higher gift amt

    Downgrade – move down one level or more

    Decrease – same level but lower amount

    New – new membership

    Same – same level, same amount

     

    Micro Trend: records changes between and within categories

     

    Will show as New when moving from one category to the next

     

    If staying within the same category it will mirror that of the Macro trend

     

    If the membership is new or reinstated both Macro and Micro trends will show as New

     

Reply
  • $organization

    Brian,

    This is the way I understand it:

    Macro Trend: records changes between and within levels 

     

    Upgrade – move up one level or more

    Increase – same level but higher gift amt

    Downgrade – move down one level or more

    Decrease – same level but lower amount

    New – new membership

    Same – same level, same amount

     

    Micro Trend: records changes between and within categories

     

    Will show as New when moving from one category to the next

     

    If staying within the same category it will mirror that of the Macro trend

     

    If the membership is new or reinstated both Macro and Micro trends will show as New

     

Children
  • $organization in reply to Dale Aucoin

    Thanks Dale,  sort of had it but that’s cleared it up!

     

    Cheers

     

    Brian

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Dale Aucoin
    Sent: 02 October 2009 15:02
    To: Brian Kerr
    Subject: Re: [Tessitura Development Forum] Membership Macro and Micro

     

    Brian,

    This is the way I understand it:

    Macro Trend: records changes between and within levels 

     

    Upgrade – move up one level or more

    Increase – same level but higher gift amt

    Downgrade – move down one level or more

    Decrease – same level but lower amount

    New – new membership

    Same – same level, same amount

     

    Micro Trend: records changes between and within categories

     

    Will show as New when moving from one category to the next

     

    If staying within the same category it will mirror that of the Macro trend

     

    If the membership is new or reinstated both Macro and Micro trends will show as New

     

    From: Brian Kerr <bounce-briankerr2249@tessituranetwork.com>
    Sent: 10/2/2009 6:10:51 AM

    Hello all, can anyone clear up a membership set up query for me  - I am still unsure if there is an automatic downgrade or upgrade configuration bewtween different membership organisations (these also have different Membership categories). I have previously thought that ‘Macro’ related to movement between membership organisations and ‘Micro’ within a membership organisation. I know now that the ‘Micro’ trend relates to Membership Category but no automatic ‘upgrade’ or downgrade’ happens when testing movement between these.

    cheers

    Brian




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  • $organization in reply to Dale Aucoin

    So just to clarify, Macro Trend has 6 possibilities, but Micro Trend only has 4:

    Upgrade – move up one level or more

    Downgrade – move down one level or more

    New – new membership

    Same – same level.

     

    There is no "increase" or "decrease."

  • $organization in reply to Christopher Zello

    Actually Macro and Micro Trends both have 6 possibilities because when you are staying within the same category the micro trend mirrors the macro trend.

    Does that makes sense?

    Dale

  • $organization in reply to Dale Aucoin

    Yes, this totally makes sense.

    Thank you.

    I like to think of the Micro and Macro as trends with two different scales:  From one year to the next, giving amounts can increase or decrease.  If the donation makes enough change, then it is possible to upgrade or downgrade into a different level.  It is possible that the giving amount can stay exactly the same too.