I was trying to create a widget that showed members of a certain expiration date period and their current status (essentially a where are they now). My goal is to show if we are reacquiring members, if they are still lapsed, or if they are going inactive.
However, when I did this, the Current Status from the Membership Details table returned what I can only assume is the status of the membership being pulled by the Expiration Date:Date filter.
Any idea why it is doing this and not pulling the constituents actual current status like it pulls Current Membership Level (it does so in this widget)
Below is a screenshot, and I'm willing to send a .dash.
The membership cube basically carries all of a customers memberships (past, present and future) in it, and each membership has a "Current Status", even memberships from 20 years ago. Current Status is not a feature of the customer.
There is a (not looking at Analytics right now...) "Current Record" flag that should let you know which memberships are current, but that will only be active and lapsed memberships. I'm not 100% clear on what you're trying to show, though. Surely if you say "All memberships with an Expiration Date of May, 2023", then they're all going to come up as Active, and if you have, say, a 3 month lapsed period and you say "All Memberships with an Expiration Date of November, 2023", they they will all be Lapsed?
I don't have a good dashboard for showing reacquisitions, but I have one that we use to monitor lapsing and expiring members which I like.
MembershipExpirations.dash
Hi Megan,
The Current Status is listed in Help as the Current Status value for a membership record. This field lives in the MEMBERSHIP DETAILS dimension (collection of fields). So, the memberships in the dashboard as defined by your dashboard filter. For the constituents associated with those memberships, to get their current as members, I would use that Current Membership Level field from the CONSTITUENTS dimension as an indication of whether or not the constituents are or are not currently a member (where (none) implies that their level is no longer current).
(none)
If you truly need a constituent level status of their status as a member, then I recommend either configuring the Is Member constituent element to return that status, or use one of the Custom Category fields to do so: TX_ANALYTICS_DIVISION_ELEMENT.
Example:
data_select = MAX(s.description)data_from = dbo.V_CUSTOMER_WITH_PRIMARY_AFFILIATES q join dbo.VXS_CUST_MEMBERSHIP m on m.customer_no=q.expanded_customer_no join dbo.TR_CURRENT_STATUS s on m.current_status=s.iddata_where = m.cur_record='Y'null_value = (none)
I'm forgetting, another tool for assessing memberships is the Trend, which will let you sort New memberships versus renewed (Renew, Upgrade, Downgrade). Doing raw numbers for each, say, Campaign Year will tell you something about how many people you are losing and gaining (as well as trajectories if you want to look at that as well).