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Membership Renewal Rates

Last post 01-27-2009 4:50 PM by Jason Want. 5 replies.
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  • 12-15-2008 10:41 AM

    • Lauren Fardella
    • Not Ranked
    • User Since: 2007
    • Posts 16
    • Organization: Newark Museum Association
    • Products:  The Financial Edge, The Raiser's Edge

    Membership Renewal Rates

    I am not really a NEW user, but I did not know where else to post this.   I have to figure out the renewal rates for three levels of membership. I did this a while back but I plum forgot!  I searched through the forums and did not see anything related to this.

    Please help Smile
    Thanks!

    __________________
    Lauren J. Fardella
    Manager of Membership Services
    The Newark Museum
    Newark, New Jersey

    www.newarkmuseum.org
    Lauren J. Fardella
    Manager of Membership Services
    The Newark Museum
  • 12-17-2008 4:29 PM In reply to

    • Jason Want
    • Top 100 Contributor
    • User Since: 2006
    • Posts 85
    • Organization: Audubon Nature Institute
    • Products:  The Raiser's Edge

    Re: Membership Renewal Rates

    Solution Number: BB5506 
    Applicable Product(s): Raiser's Edge 7, Raiser's Edge Enterprise

    Solution Title:  How to report on the retention rate (renewal rate) for memberships

     

    Run the Comparative Membership Statistics report (BB87226)

    OR

    To exclude new members from the retention rate:

    1. Create a static, constituent query (Query A). On the Criteria tab, select Membership, History, Expires on between {the date range]
    2. Create a static, constituent query (Query B). Select Tools, Query Options and select the Record Processing tab. In the Select from query: field, browse to and select Query A. On the Criteria tab, select Membership, Current, Standing equals Active.
    3. Write down the number of keys generated in each query. To find the retention rate, divide the number of keys generated in Query B by the number of keys generated by Query A. For example, Query A generates 3,047 keys. Query B generates 2,869 keys. Divide 2,869 by 3,047. The retention rate is 94%.

    Good Luck,

    jwant

    --
    Jason Want
    Database Coordinator, Member Services
    Audubon Nature Institute
  • 12-17-2008 4:41 PM In reply to

    • Lauren Fardella
    • Not Ranked
    • User Since: 2007
    • Posts 16
    • Organization: Newark Museum Association
    • Products:  The Financial Edge, The Raiser's Edge

    Re: Membership Renewal Rates

    Thanks Jason, I will try this.

    For some reason when I searched for help on blackbaud I didnt find what you found....strange.   I have used the comparative report but the 2nd solution is more of what I need and similar of what I forgot how to do!  

    Lauren J. Fardella
    Manager of Membership Services
    The Newark Museum
  • 12-17-2008 5:07 PM In reply to

    • Jason Want
    • Top 100 Contributor
    • User Since: 2006
    • Posts 85
    • Organization: Audubon Nature Institute
    • Products:  The Raiser's Edge

    Re: Membership Renewal Rates

    No problem.  I prefer the second method as well.

    jwant

    --
    Jason Want
    Database Coordinator, Member Services
    Audubon Nature Institute
  • 01-27-2009 4:27 PM In reply to

    • Amy Weaver
    • Not Ranked
    • Posts 2
    • Organization: Nasher Museum of Art at Duke University

    Re: Membership Renewal Rates

     Jason,

    I have a question for you...if you run the comparative membership statistics report, won't you have an imcomplete view of where you renewals are? 

    I ask this because I have been on the phone trying to figure out how to set up renewal reports for our database. I see that when I pull this report it only pulls where we were in September, and does not reflect those who renew after September. So we will have 7 lapsed members, when in reality 3 renewed and 4 are lapsed, but these 3 renewed after september.

     How can you relfect your renewal rates in a dynamic way?

     Thanks,

    Amy Weaver

    Membership Coordinator, Nasher Museum of Art at Duke University

  • 01-27-2009 4:50 PM In reply to

    • Jason Want
    • Top 100 Contributor
    • User Since: 2006
    • Posts 85
    • Organization: Audubon Nature Institute
    • Products:  The Raiser's Edge

    Re: Membership Renewal Rates

    Amy,

    I don't quite understand the example you gave.  How are you defining the reporting periods on Tab # "4: Reporting Periods "?  Are you using a query any filters on the Tab # "2: Filters"?  Lastly, what is your "Counts to Include" setting on Tab # "1: General" (Start, End or Both)?  If you would like to discuss this over the phone, send me an email, and I'll send you my phone number.

    jwant

    --
    Jason Want
    Database Coordinator, Member Services
    Audubon Nature Institute
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