This question isn't Tessitura specific, but Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 I’m wondering if anybody here has experience taking a membership program where members renew at any point in the calendar year, most commonly ~12 months from the date of the individual’s previous donation, and converting it into a program where the entire membership would renew at the same time each year. I'm talking about the whole membership ecosystem here.
Specifically, I'm looking for concerns and suggestions on the transition period, and what impact that shift had on the program’s performance (short-term and long-term).
If you have anything that you would be willing to share, I would be most appreciative!
We have just done the opposite: we took a couple of static date membership organizations (individual and corporate) and converted into one rolling date membership organization!
I set up the new membership organization and ran a query (after lots of testing, of course) to copy the current membership of the old membership organizations into the new organization, using the initial gift of the membership as the initiation date and a year later as the expiration date. I then (by query) deactivated the old memberships.
Because we are not using the same membership organization, standard reports looking at renewal rates aren’t really applicable; but we weren’t using those reports anyway. We are using membership as a way to tell us when people want to be solicited for contributions.
I have had to do some manual adjustments on a few memberships (perhaps my query didn’t pick the appropriate gift as the first gift), and in a few cases have moved contribution history (again, by query) from the deactivated membership to the new one.
If you decide to go the “create a new membership based on an old one” route, I’d be happy to share my query.
Lucie
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Lucie Spieler
IT Development and Training Manager
Editor, Season Program
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Florida Grand Opera
8390 NW 25th Street, Miami, FL 33122
Phone: 305-854-1643 x 1521
Fax: 305-856-1042
Ticket Office: 800-741-1010
www.FGO.org