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,
We went through exactly the same challenge a few months ago and ultimately decided our lives would be much easier if we started using memberships. There were a few areas where our business rules didn't align with standard membership functionality so we created some custom outputs and nightly jobs to solve those. was an amazing guide in helping us figure all this out, especially in creating historical membership records that align with our newly established membership organization to enable apples-to-apples comparison year over year. I would recommend reaching out to Enterprise Consulting if you need some assistance navigating. Best,Rob