Hi!
Is anyone's organization tracking the reasons patrons give for declining to renew their membership or subscription? If you are, where are you putting that information? On the solicitation record? In attributes? Somewhere else?
I think that we will be able to track these in the "Custom Data" on Plans once we get to v12, but I am curious to hear what people are doing now.
Best
Jess Levy
San Francisco Opera
Well, for our larger membership donations, we track using the Solicitation module.
We record their refusal under status – we have 9 different “Refused” status, including “Refused – Financial Hardship”, “Refused – Relocation”, “Refused – Disappointed with Season”, etc. just to give you an idea. Usually additional notes are then tracked in the notes box under the same solicitation. That way, the next year, when it comes time to solicit them, we can reference the previous year’s solicitation module.
Of course, we can’t track every donor in our system this way – but it works for our major donor groups of $2,500+.
Hope that helps!
Marisa Perry
Manager, Friends of Roundabout
ROUNDABOUT THEATRE COMPANY
231 West 39th St. | Suite 1200 | New York, NY 10018
Phone: 212.719.9393 ext. 324 | Fax: 212.642.99636
marisap@roundabouttheatre.org | roundabouttheatre.org