Hi All,
My org does not use memberships, but it would like to have a dashboard that contains essentially the exact same information as the pre-built Membership Renewals dashboard - those who "renew" by annual donation, the giving level that is assigned (we manually update/assign through the donation level drop down in a constituent's Program Names tab), etc. Has anyone created and/or figured out a workaround for tracking this in analytics without memberships?
Many thanks in advance for your advice.
Best,Lauren
Hi Lauren,
A couple of thoughts come to mind. First is that a Pivot Table grouped by Constituent details on rows, with columns for Campaign Fiscal Year, filtered by the campaigns (or campaign category) they would have given to last year and this year, will show you who has renewed or not. And if the value is set to Total Amount, then you can see the amounts given last vs this FY.
Second is that it would be completely okay to use Memberships without any benefits or external "membership" messaging. This would allow you to track donor giving levels, and movement between them, more easily, as well as monitor renewal statuses.
Best,Chris
Hi Chris, Thank you! We are exploring using Memberships for the very reasons you stated. My hope is that this is a change we implement for this season.