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New RI "Prospective Member Management System"

Discussion in 'Membership Success Feedback' started by Dianne Paron on Mar 19, 2026.

  1. Dianne Paron

    By:Dianne Paron-  Mar 19, 2026
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    Occupation:
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    Property Management (Retired)
    Hi folks - wondering about the just introduced RI member prospect referral/tracking system. Are there any plans to somehow integrate that info directly into ClubRunner or should we just count on maintaining 2 systems for the time being?? There are obviously differences and advantages to both, both provide powerful ways to track and manage member leads, in particular the communications/outreach templates that RI as included. We just received our first member prospect referral from RI yesterday. Thanks!
     
  2. Jolene McKenna

    By:Jolene McKenna-  Jul 30, 2026
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    Erie, CO, United States of America
    My perspective is from a District Membership Chair and Club Membership viewpoint. The RI system is simply a feed and I feel it provides me less information than I had in the old system - but that isn't today's topics. The RI system doesn't provide a communications portal it simply is a one way push of the information and they look for us to provide actions we have taken. I move the prospects (as few as they are) to the club runner prospect tracking system referencing the RI tracking number - contact the lead - then update the RI record with action taken and a note that the lead will be tracked in my local system. I do this both for leads coming to my club and the leads that get escalated to the district. But... that is from a users point of view.

    I cannot imagine there are any plans to integrate the data between the two.... but wouldn't it be nice if when a lead came into a club, that a prospect record could get created in our Club Management System(s)...(hmmmmm) The best benefit is when the prospect converts to a active member that RI reference number becomes their RI Member number and you can see how many members actually joined from leads. Of course we can do this manually ourselves too.
     
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