Membership Retention & Engagement Toolkit

• Set-up eye catching email templates that you can use for reoccuring communications. • Track all contacts whether they are members or not, the more contacts your organization has access to, the better. • Project templates, once created make it easy to automate tasks and recreate planned communications. • Connection and affiliations within your data are valuable when sending mass communications or targeted communications.

• Tracking revenue sources.

• Most importantly, tracking and monitoring retention for your organization.

Using Your Database

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