Which Members Are Not Updating Their Profiles?
Have you been wanting to know which of your members are updating their profiles and which ones are not? Check out this week’s blog post where we go step by step how to do this with the Notes/To Do’s Report. It’s simpler than you think!
Have you been wanting to know which of your members are updating their profiles and which ones are not? Check out this week’s blog post where we go step by step how to do this with the Notes/To Do’s Report. It’s simpler than you think!
Have you ever wondered which members were updating their profiles and which ones were not? Well, wonder no more! You can run Membee’s Notes/To-Do’s Report to show you who has not updated their profiles within the time frame of your choice.
Follow the steps below to learn exactly how this is done:
Login into your copy of Membee, and on the right-hand side select Reports:
To find the report quickly, type “notes” into the Name search box, pointed out in the screenshot below:
Once you’ve selected the “Notes/ To Do’s Report”, you can now enter the date range in which you would like to search.
In the Note/To-Do Contact Types section, select “does not contain”, this is so the report will run who has NOT updated their profiles.
Now go ahead and select the magnifying glass icon to the right, all outlined below:
Once magnifying glass icon is selected a new window will appear. There will be a lot of “Available Items” listed at first so to find what you're looking for more quickly, type “profile” into the search box.
Now select the Online Profile Update option and then you can go ahead and Save and Close at the bottom.
Everything is now all setup to run the report, so go ahead and select the yellow run button:
Now select how you would like to notify the members who have not update their profiles.
In the screenshot below you can see the options that are provided. You can do an email straight from Membee, or you could do something a bit fancier and do a bulk email in Constant Contact or MailChimp. Just select the icon of your choice.
For this example, we selected to do an email right from Membee. You can, of course, customize the email in any way you would like.
Tip: Make it easy for your members and provide the link to the “Update Your Profile” page on your site.
Questions?
You have now sent out an email reminding members to get their profiles up to date!
If you have any questions about how to run reports please don’t hesitate to contact Membee support staff:
Email: support@membee.com
Chat feature on Membee’s Learning Resource page’s and on the Help from the Hive main page (Membee login required)
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