Managing Member Activity on a Profile

Introduction

Throughout a member's life, you can track noteworthy changes or milestones using member activities.

For example, someone becomes a member, has an address change, wins an award, drops their membership due to budget cuts, and later rejoins.

Each of those could be tracked using a member activity code.

If someone becomes a member or drops, you must choose a member activity. Beyond that, anything that you want to track with a member activity code would be added from the Profile View screen.

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Adding Member Activity

  1. Click on the Profiles menu and Select Profiles.
  2. Find the profile using the Quick Search field or Profile Selector.
    • Quick Search: At the top is a search field to enter the profile name or ID.

You can also find this Quick Search field at the top of the dashboard and several screens throughout MC Trade.

    • Profile Selector: On this screen (Select Profiles), underneath the Quick Search, is the Profile Selector. It has several tabs (left side) and you can add search fields to one or more tabs to generate a list of profiles that meet certain criteria. Click here for more information.
  1. Open the profile by clicking on the name.
  2. Scroll down to the Member Activity panel.

  1. Click Add a Member Activity.

  1. Choose a Member Activity to indicate what happened.
  2. Specify a Member Activity Date to indicate when this took place.
  3. You may enter a Description to expand on that.
  4. Fill out any other optional fields if desired:
    • Value: This is the value of something related to the activity. For example, if you created a "Referred New Member" activity code, the value might be the name of the new member.
    • External Id: This can be a number in another system. For example, a training course.
    • Activity duration period: This date range defines a beginning and end of this activity. For example, becoming an advertiser or sponsor for a period of time.
  1. Click Save.

Repeat steps 5-10 for additional activities.

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Editing Member Activity

  1. Click on the Profiles menu and Select Profiles.
  2. Find the profile using the quick search field or the search fields.
    • Quick Search: At the top is a search field to enter the profile name or ID.

You can also find this quick search field at the top of the dashboard and several screens throughout MC Trade.

    • Search Fields: Underneath the Quick Search is the Profile Selector which has several tabs (left side). You can add one or more search fields to one or more tabs to generate a list of profiles that meet certain criteria. Click here for more information.
  1. Open the profile by clicking on the name.
  2. Scroll down to the Member Activity panel.

  1. Click Edit next to the activity.
  2. Make the desired changes and click Save.

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Deleting Member Activity

This action CANNOT be undone.

  1. Click on the Profiles menu and Select Profiles.
  2. Find the profile using the quick search field or the search fields.
    • Quick Search: At the top is a search field to enter the profile name or ID.

You can also find this quick search field at the top of the dashboard and several screens throughout MC Trade.

    • Search Fields: Underneath the Quick Search is the Profile Selector which has several tabs (left side). You can add one or more search fields to one or more tabs to generate a list of profiles that meet certain criteria. Click here for more information.
  1. Open the profile by clicking on the name.
  2. Scroll down to the Member Activity panel.

  1. Click Delete next to the activity.
  2. Click Delete to confirm.

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