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Membership Trends Reporting

Retaining your membership is important to your organization. While Wild Apricot gives you the ability to do automatic renewals and send out reminders for non-automatic renewals, some have suggested that it would be handy to be able to report on this.

Suggested
Create the ability for administrators to be able to run reports on renewal rates for members.

The important thing for this is that we identify what information should be in the reports. At first blush, I can imagine:
* In a year, how many renewals were done before the renewal date, on the renewal date, and then certain days after renewal date (5 days after, 30 days after etc). This could be set up so that it gets the dates from the reminders that you've set up on your membership level.
* Attrition - How many members within a certain time period have not renewed or have been archived .

I'd love to hear what other information about your members renewal/membership status you'd like to be able to track and analyze.

226 votes
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    anonymous_206.223.175.10 shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    93 comments

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      • ht2151 commented  ·   ·  Flag as inappropriate

        Another vote for this one. Currently I manually go in and check to see when the member renewed (After Reminder 1, 2, 3 or 4 was sent to them) and store this information in an Excel file. Adding another field where WA would automatically capture this info would be SUCH a time saver.

        I could see the report columns as:
        - Transaction date
        - Transaction type (new, renewal, or lapsed)
        - If renewal, include the number of reminders they were sent

        I also include a field for how they first heard about us, and how long they've been subscribed to our email newsletter before joining. That's specific to our organization, but if you could customize those columns that would be great.

      • iant commented  ·   ·  Flag as inappropriate

        I haven't thought this one through yet as we are also not currently using the automatic renewal facility because of the lack of invoices.

        Off the top of my head though we'd probably only be interested in basic data on a monthly basis, stuff like who renewed after 1st reminder or 2nd reminder etc. are not of great interest.

        Regards,
        Ian
        worthing and adur chamber of commerce

      • skipat commented  ·   ·  Flag as inappropriate

        I would also like to have Renewal reports on membership. I have not yet gone thru the renewal cycle yet with Wild Apricot, so may have more to add to this topic later this year. However did want to add that in addition to renewal rates by dates of the reminder notices, I would also like a final one for whatever date the report is run on. As a ski club, we have members who join late in the membership year to go on specific trips later in the season, and it might be long after the last reminder notice goes out, so I'd like to be sure to capture those renewals on the report also. Also would want to make sure there is a final renewal rate calculated for the entire membership base, regardless of date renewed.

      • Dmitry Buterin commented  ·   ·  Flag as inappropriate

        Meagan,

        We would love to get as much detail as possible - what kind of data exactly would you ideally like to see.

      • Meagan commented  ·   ·  Flag as inappropriate

        You have NO idea how much we would love this feature. As it stands now We often have to come up with this exact data. I run reports and export total number of lapsed members in given time period , etc, and it takes a bit of massaging the data to come up wtih this info... You would make my life so much easier if it were done in WA.....

        Could you consider adding to the report statistics how many people changed membership levels.... such as renewed at an individual level rather than maintaining membership at a business level.

      • Josh Hunt commented  ·   ·  Flag as inappropriate

        I'd like to see how many members I had as of, say, the first of the month for the last 12 months. Is my group growing?

      • Niki Passmore commented  ·   ·  Flag as inappropriate

        I would love for there to be options to make reports on membership statistics. For example, every month at our Board Meeting, I'm expected to submit a report that gives the following information:

        1. Number of New Members and what membership categories they are in

        2. Number of Members Up for Renewal, and the Number of those that did renew

        3. The renewal rate, or percentage of those members that renew

        Although I can finagle the Wild Apricot Software to come up these numbers, it seems it shouldn't be as difficult as it currently is. The renewals are particularly difficult to track. It also needs to have adjustable date periods from which to pull information for the report.

      • docjohn commented  ·   ·  Flag as inappropriate

        This suggestion was first made over 3 years ago, with no followup.

        The success of any nonprofit is tied to the renewal rate of their membership. Today, Wild Apricot doesn't really offer such a report. You can sort of devise a custom advanced search to get at this data, but it doesn't provide you with basic statistics any nonprofit needs to grow:

        #1 - What's your membership renewal rate over all time? Past 3 months? Past 6 months? Past year? A specified time period?

        #2 - Are older members (greater than 3 years' membership) renewing at a different rate than newer members (1 year old members)?

        #3 - What's the membership rate in different membership levels (assuming you have more than one level)? And provide the same ability to lookup the renewal statistics by data as in #1 above.

        #4 - Industry statistics. What is your renewal rate compared to other nonprofits in your specific industry who are also using Wild Apricot? Choose from a drop down of a few dozen topic areas, and then show what the industry average is. MailChimp provides data like this for open rates of mailings.

        Thanks for the consideration!

      • bmaurey commented  ·   ·  Flag as inappropriate

        Would like to have reports on membership numbers such as renewals in the past month, new members, reports that are based on membership input variables, etc. The reports are great in finances and in events, but there are none in membership.

      • Todd Buegler commented  ·   ·  Flag as inappropriate

        One thing that would be very helpful for us is if there was an "at a glance" tracking of our membership tracking rates over time. What percentage of our members are we keeping...what percentage are we losing...etc...

        That would be very valuable for us.

        Thank you!

        Todd

      • jamieatl commented  ·   ·  Flag as inappropriate

        Facebook sends a weekly "Insights" email showing us how many Likes our page received. Google Analytics provides a wealth of customized report automation.

        My organization would like to see a weekly, automated report from Wild Apricot with high-level membership trend data, such as:

        - Members: how many members we currently have
        - Trend: how many members have we added or lost this week/month/year
        - Finances: how much cash have we taken in over the past week/month/year

        Since my org---a neighborhood-funded private security patrol---provides services based on how many members we have, we must log in and check our member levels weekly to set our patrol budget and schedule. It would be great to have something as simple as Facebook's automated email (which we can't customize) and HUGE to have something as flexible as Google Analytics' reporting tools, which enable us to create, memorize and schedule pretty much any type of report.

        I imagine if the latter was rolled out---even at a simple level---it would give a wide range of Wild Apricot clients/orgs a great deal of actionable intelligence, including:

        - Events: daily updates on how many members have registered, etc
        - eMail Logs: open/CTR data sent automatically 1, 2, and 3 days after a blast
        - Bail-outs: weekly list of members who've lapsed (time to pick up the phone)
        - Donations: weekly financial report

      • Dmitry Buterin commented  ·   ·  Flag as inappropriate

        Feedback from one of the users:

        "...We need to be able to see membership trends – how long someone stays a member, percent increase/decrease in each category of membership from year to year, as well as subcategories (for example, we have our members select what services they provide – showing increases/decreases in those subcategories as well. So, for example, we can share with our board whether membership is increasing or decreasing over last year and if so in what categories? How is the profile of our membership changing?..."

        I would appreciate votes and comments from other users - especially additional details/examples

      • Gordon commented  ·   ·  Flag as inappropriate

        The Wild Apricot membership, contact, event and donation systems contain vast amounts of hugely valuable raw data but there are few tools to summarize this data and no way to distribute it.

        The Dashboards are valuable but contain limited information and no distribution tools.

        The report generation tools for Events are quite wonderful. They are flexible, customizable and do a great job of summarizing data. However their value is minimal since there is no way to capture or distribute the information they provide.

        Could you please:
        * Provide a reporting tool for Members similar to the reports for Events
        * Provide these and all other reports with an "Export" button.

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