Manage Member Activity Codes (browser version)

Atlas 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 document what happens between the time they join and drop.

Atlas will prompt you to assign a Member Activity Code whenever you add or remove the Member status of a Profile. Many organizations choose to create very specific Join and Drop Activity Codes so they can more accurately measure the reasons members join or drop. A common example is creating Drop Codes for Drop - Out of Business or Drop - No Benefit.  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.

1. Go to Admin > Manage Codes, then click Member Codes > Member Activity Codes.

2. Click Add a Member Activity Type.
mceclip0.png

3. In the Activity Type text field, enter the name of your new Activity Type.

4. In the Description text field, enter a description of this Activity Code.

5. If the Activity Code you are creating is meant to be applied when a Member joins your organization, check the Add Code box.

6. If the Activity Code you are creating is meant to be applied when a Member drops your organization, check the Drop Code box.

7. If the Activity Code you are creating is meant to be applied when a Member changes their membership status in your organization, check the Change Code box.

8. Click Save. Your new Activity Code appears in the Codes grid.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Want some training on Atlas? Sign up today for one of our upcoming training options.