Managing Member Activity Codes (Browser)

Introduction

MC Trade helps you track the details of a member's relationship with your organization by assigning Member Activity Codes. Member Activities are milestones in a member's life with you. They can document when a member joins or drops and changes that happen in between. When you create a Member Activity Code, you indicate whether it is an Add Code, a Drop Code, or a Change Code.

Many organizations choose to create very specific Join and Drop Activity Codes so they can more accurately measure the reasons members join or drop.

Other organizations create codes that document when a member upgrades or downgrades their membership status. How specific your Activity Codes are is entirely up to you.

Below are some examples:

  • Add Codes
    • Joined
    • Rejoined
  • Drop Codes
    • Dropped - No Benefit
    • Dropped - Non-Payment
    • Dropped - Out of Business
  • Change Codes
    • Upgrade
    • Downgrade 

Back to Table of Contents

Adding Member Activity Codes

  1. Click on the Admin menu and Manage Codes.
  2. Click on the Member Codes tab (left side).
  3. Click on the Member Activity Codes tab.

  1. Click Add a Member Activity Type (top right).

  1. In the Activity Type field, enter the name of this code.

  1. Enter a description of this Activity Code.
  2. Place a check next to:
    • Add Code if activity with this code represents a new member.
    • Drop Code if activity with this code represents a dropped member.
    • Change Code if activity with this code represents a change to the member.
  3. Click Save and repeat steps 4-8 to add more codes.

Back to Table of Contents

Editing Member Activity Codes

  1. Click on the Admin menu and Manage Codes.
  2. Click on the Member Codes tab (left side).
  3. Click on the Member Activity Codes tab.

  1. Find the code you want to edit. Next to it, click on the Actions button, and choosee Edit.

When looking for the code, if you have a long list, you may go to the next page by clicking on a page number at the bottom.

  1. Make the desired changes and click Save.

Back to Table of Contents

Deleting Member Activity Codes

This action CANNOT be undone.

This will not retroactively remove all member activity under that code.

  1. Click on the Admin menu and Manage Codes.
  2. Click on the Member Codes tab (left side).
  3. Click on the Member Activity Codes tab.

  1. Find the code you want to delete. Next to it, click on the Actions button, and choose Delete.

When looking for the code, if you have a long list, you may go to the next page by clicking on a page number at the bottom.

  1. Click Delete to confirm.

Back to Table of Contents

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request