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How do I send an email to my renewed members​?

How do I send an email to my renewed members​?

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

  1. Login to the Chapter Portal and select the chapter you want to access.

  2. You will be taken to the Membership tab (the default tab for a Chapter's Portal page).

  3. Click on the Retention tab.

  4. Scroll past the graphs to the Renewed Members report.

  5. Select Export button (see screenshot) and complete the steps to download the report.

  6. Open the file in Excel.

  7. Use this list to send an email thanking members for their renewal​.

    1. Note: the first column in the report is the Posted Date field. The field displays the date payment was processed. You can use this column to filter out the members you have already sent thank you notes to from week-to-week or another timeframe your chapter is using.

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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.

 

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