How do I follow up with my non-renewed members?
At the beginning of the upcoming membership year, current members are moved to the Non-Renewed Members list on the Retention tab. As these members pay for their upcoming year’s membership, they will be moved to the Renewed Members list on the Retention tab. Your chapter may want to reach out to these members to encourage them to renew. Following the steps below will show you how to get the list of members from the current membership year who have yet to renew for the upcoming year.
Data privacy
The majority of the fields on the Non-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.
From the Membership tab (the default tab for the Chapter Portal), select the Retention tab.
Scroll to Non-Renewed Members section.
Select the Export button and complete the steps to download the report in the format you need.
Open the file in Excel.
Filter the list of results to find an email list or a phone list for outreach to members.
NOTE: the Chapter Portal reports include “Do Not Contact” fields in the list of results. These fields show the preference a member has chosen regarding contact options from AIA National. We provide these fields as reference for your chapter.
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.
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