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Membership Status

Lou Ann Mendoza
$organization

Is it possible to add an additional status to memberships, like "long lapsed"? We don't want to make constiuents' memberships inactive for a long period of time, but we would like some way of differentiating between newly lapsed and longer lapsed.

Thanks.

Parents
  • $organization

    Hi Lou Ann,

    I would assume that you would not be able to add a new status since there are so many things that rely on the current ones to operate correctly, even if you ran a local proc to update it accordingly. You may want to open a ticket with the TASK support desk to verify that.

    You might, however want to see if using a list to segment these people is a viable option.
    If you were to set the lapsed rule to account for the "long lapsed" memberships to keep them current, you could then set up a dynamic list using the "Membership Current Exp Date" to find the newly lapsed constituents.
    If say you've defined within the last 3 months for a newly lapsed constituent, you could set your criteria like so in list manager:

    Membership Current Exp Date >= MonRunDate -3
    and
    Membership Current Exp Date <= RunDate

    If the reports you are running etc. have the option to use a list, this may be a solution for you.

    Hope this helps.

     

Reply
  • $organization

    Hi Lou Ann,

    I would assume that you would not be able to add a new status since there are so many things that rely on the current ones to operate correctly, even if you ran a local proc to update it accordingly. You may want to open a ticket with the TASK support desk to verify that.

    You might, however want to see if using a list to segment these people is a viable option.
    If you were to set the lapsed rule to account for the "long lapsed" memberships to keep them current, you could then set up a dynamic list using the "Membership Current Exp Date" to find the newly lapsed constituents.
    If say you've defined within the last 3 months for a newly lapsed constituent, you could set your criteria like so in list manager:

    Membership Current Exp Date >= MonRunDate -3
    and
    Membership Current Exp Date <= RunDate

    If the reports you are running etc. have the option to use a list, this may be a solution for you.

    Hope this helps.

     

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