The Member Activity panel on a Profile's page is used to track changes and milestones. For example, if a profile becomes a member, changes their address, wins an award, or drops their membership.
Each of these examples and more can be tracked using a Member Activity Code. This is a customizable list of different types of Member activity, changes, and milestones.
This panel also offers options to edit and delete existing Member Activities.
Deleting a Member Activity cannot be undone.
Adding Member Activity
- Locate the Member Activity panel on the Profile View Screen.
- Select Add a Member Activity.
- Choose a Member Activity to indicate the type of change or milestone being tracked on the Profile.
- Specify a Member Activity Date to indicate when this took place.
- Enter a Description if necessary to provide more details.
- Fill out any other optional fields if desired:
- Value: This is the value of something related to the activity. For example, with a "Referred New Member" activity code, the value might be the name of the referring 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.
- Select Save. The new Member activity will appear on the profile's Member Activity panel.