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. Find and open the profile.
2. Scroll down to the Member Activity panel.

3. Click Add a Member Activity.

4. Choose a Member Activity to indicate what happened.
5. Specify a Member Activity Date to indicate when this took place.
6. You may enter a Description to expand on that.
7. 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.

8. Click Save.

Repeat steps 3-8 for additional activities.

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Editing Member Activity

1. Find and open the profile.
2. Scroll down to the Member Activity panel.

4. Click Edit next to the activity.
5. Make the desired changes and click Save.

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Deleting Member Activity

This action CANNOT be undone.

1. Find and open the profile.
2. Scroll down to the Member Activity panel.

3. Click Delete next to the activity.
4. Click Delete to confirm.

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