{"id":865,"date":"2018-07-13T15:25:03","date_gmt":"2018-07-13T20:25:03","guid":{"rendered":"http:\/\/new.donorsnap.com\/support\/?post_type=epkb_post_type_1&#038;p=865"},"modified":"2021-07-01T13:18:37","modified_gmt":"2021-07-01T18:18:37","slug":"membership-tracking-best-practices","status":"publish","type":"epkb_post_type_1","link":"https:\/\/donorsnap.com\/support\/docs\/membership-tracking-best-practices\/","title":{"rendered":"Membership Tracking Best Practices"},"content":{"rendered":"<p>Learn the best practices for managing members in your database. Start by creating the different fields that apply specifically to your membership tracking like membership types and membership expiration dates. DonorSnap allows you to link those user defined fields to fields on your Contact tab as well for easy reporting. Build membership thank you letters and membership renewal letters for expiring, lapsed, or expired members. Generate and print membership renewal letters right from within DonorSnap<\/p>\n<p><a href=\"https:\/\/content.screencast.com\/users\/DennisMueller\/folders\/Training%20Handouts\/media\/e8d44b54-d9a5-4dc2-a5d4-c6cba633db34\/MembershipBestPractices.pdf?downloadOnly=true\" target=\"_blank\" rel=\"noopener noreferrer\">Download the Training Notes Handout<\/a><\/p>\n<p><iframe loading=\"lazy\" class=\"embeddedObject shadow resizable\" name=\"embedded_content\" scrolling=\"no\" frameborder=\"0\" type=\"text\/html\" style=\"overflow:hidden;\" src=\"https:\/\/www.screencast.com\/users\/DennisMueller\/folders\/Training%20Webinars\/media\/9bd65120-0d34-470b-a6e8-f69daf0ffd4c\/embed\" height=\"449\" width=\"800\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Learn the best practices for managing members in your database. Start by creating the different fields that apply specifically to your membership tracking like membership types and membership expiration dates. DonorSnap allows you to link those user defined fields to fields on your Contact tab as well for easy reporting. Build membership thank you letters &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/donorsnap.com\/support\/docs\/membership-tracking-best-practices\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Membership Tracking Best Practices&#8221;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"epkb_post_type_1_category":[26],"epkb_post_type_1_tag":[],"class_list":["post-865","epkb_post_type_1","type-epkb_post_type_1","status-publish","hentry","epkb_post_type_1_category-best-practices"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Membership Tracking Best Practices - DonorSnap Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/donorsnap.com\/support\/docs\/membership-tracking-best-practices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Membership Tracking Best Practices - DonorSnap Support\" \/>\n<meta property=\"og:description\" content=\"Learn the best practices for managing members in your database. 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