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New Member Tracking

Discussion in 'Membership Success Feedback' started by Mark Call on Feb 27, 2020.

  1. Mark Call

    By:Mark CallFeb 27, 2020
    New Community Member

    Joined:
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    Info Tech (Retired)
    Is there an area for tracking the progress of new members. Basically just a checklist.
    It would be very useful to have a place where we could track Have they attended received a welcome info letter, has website credentials, receiving newsletter, badge ordered, mentor mtg, given classification talk, assigned to a committee, attended RLI, attended a board mtg etc. it would be nice to add a few items.
     
  2. Chris Wolfe

    By:Chris WolfeFeb 27, 2020
    New Community Member

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    Gender:
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    Hi Mark,
    I think you will find this already exists. Go to Membership - then New Member Programme - then List all Activities. This displays a checklist of activities that your club has decided is appropriate for new members - you can add whatever you wish to the list. Then can be updated by the new member, or his/her mentor, or Membership Chair - whoever you decide in your club.

    We have used this in our club, with moderate success!

    Chris
     
    Zach likes this.
  3. Mark Call

    By:Mark CallFeb 27, 2020
    New Community Member

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    That will work. It's a little sequential and lengthy but it will work. Thanks Chris.
     
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