How do I send an email to my renewed members?
- Ann Turner
Data privacy
The majority of the fields on the Renewed Members report constitute Personally Identifiable Information (PII) for our membership. PII is confidential information and should only be shared with leadership and staff that have a business need to know the specific information in a report. Please edit reports and remove the columns of data that are not needed for a business purpose before you share any data file. NEVER share a data file with someone outside of component staff or leadership.
Step-by-step guide
- Login to the Chapter Portal and select the chapter you want to access.
- You will be taken to the Membership tab (the default tab for a Chapter's Portal page).
- Click on the Retention tab.
- Select the Renewed Members report.
- Click Download Report.
- A .csv file will be automatically downloaded to your computer.
- Open the file in Excel.
- Use this list to send an email thanking members for their renewal (use MS Word and a mail merge or your preferred email platform like Mail Chimp or Constant Contact).
Get more out of your report
There are very simple things you can do with Excel that can help you look at your data differently.
Check out our wiki article on Using a pivot table on your member roster!
Video tutorial: Watch this tutorial on how to download and filter a report.
Report columns
The Renewed Members report has more than 50 columns of information. A separate wiki page, "Report Columns - What do the different columns mean?" is available for what the specific columns mean and any business rules associated with them.
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