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
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
So just to clarify, Macro Trend has 6 possibilities, but Micro Trend only has 4:
Same – same level.
There is no "increase" or "decrease."
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
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.