Marketing your membership packages can be a cost to venues and we are aware it is helpful to know what are the most effective marketing tools. i.e. social media, open days, word of mouth etc.
As an admin, if you add a member to the venue you will have a choice to add the information about where they heard about the venue.
We have split this article into 2 sections to help you easily find the relevant section:
Adding the Contact Source
Step 1: To do this, open the package you wish to add them too, click on 'Member Options'. Then select 'Add member'.
Step 2: Complete the details and scroll down to the bottom tab 'Member info'
The options available are:
- Governing body
- Referral
- Word of mouth
- Event/open day
- Advertising
- Direct mail
- Email marketing
- Social media
- Google/web search
- Other
When you invite a member to join or they join via the website, they will also get this choice to add this information, although it is not a mandatory box.
Viewing the Contact Source
Step 1: Go to your Membership module, click on the package you wish to view and click the box to select your members. Clicking the box next to the 'First Name' field will select all members in that package. Then click on the 'more' button (icon with three dots) to download this information to a CSV file. Select 'Export CSV' file to do this.
Step 2: This will now open an Excel sheet in your downloads. The information on 'Contact source' is row AK as below for you to collate this information, you can repeat this for all the packages you are interested in knowing this information for.