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Identify less Engaged Members with the Dormant Member Report

The Dormant member Report is a simple tool which you can use to identify member records with lower levels of engagement.

For the purposes of this report, a "dormant" member is defined as a member record which has not contributed recently and has not opened an email sent using PowerMail. By changing the values in the query fields, you can selectively determine what criteria you wish to use to define dormant.

It is important to note that this report only looks at contributions and email opens. It does not take into account other meaningful forms of engagement such as attending events, volunteering or completing Advocacy actions.

Open the Dormant Member Report

The report can be found in Members > Reports > Dormant Members

 

Determine the criteria for engagement

The Dormant Member Report generates results by querying your member records based on four criteria.

  1. Total Contributions
  2. Months Since Last Contribution
  3. Number of months without opening email
  4. Number of emails received without opening
 

1. Their total contributions are less than

Enter the total amount of contributions in this member's records. If you want to see only member records which have never contributed, enter a 1 in this field. The default value is $50.

 

2. Months since their last contribution

How long has it been since this member contributed? The default setting is five years, or 60 months.

 

3. Number of months of emails to consider

This field determines how many months of emails to consider when looking at email opens. A member record will be displayed in the results if they have not opened an email in this many months. The default setting is one year, or 12 months.

 

4. Minimum number of emails sent to them in these months

This setting determines the minimum number of emails sent in order for someone to be classified as Dormant. It prevents someone from being identified as not opening emails if they haven;t received enough communications to be considered unengaged. The default setting for this is 20, meaning that the member has received at least 20 emails in the number of months considered in option 3.

 

If a member meets all four of the above criteria, they are considered dormant.

 
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