Read the member engagement snapshot

The member engagement snapshot joins your member list with what people did in Sessionboard over the last year, by email. It counts your current members, shows which of them took part and how, and lists the groups worth acting on: renewals at risk, speaker prospects and warm non-members.

Why use it

Membership teams are asked what members get for their dues, and program teams are asked who should speak next. The snapshot answers both from data you already have, in minutes, before anyone builds a report. Each group comes with the next step it’s ready for.

Where the numbers come from

You can build the snapshot two ways. Both only read.

From your people. Everyone in People tagged Member, with the membership term your AMS gave them.
Straight from your AMS, before you import. Sessionboard reads your members through the field mapping, plus the event registrations your AMS keeps. Nothing is brought into Sessionboard CRM.

Activity is everything people did in Sessionboard in the 365 days up to the snapshot’s date: event and session registrations and check-ins, webinars, courses and credits, awards submissions, reviews and votes. When the snapshot reads from your AMS, its registrations count as event activity too. The snapshot’s date is today unless you choose another.

The headline numbers

Number	What it counts
Members	Current members. A member is lapsed when their status says lapsed, expired, cancelled, inactive or terminated, or when their renewal date is more than 90 days past.
Lapsed in file	Members your AMS returned that are lapsed by that rule. They’re left out of every other number.
Engaged members	Current members who took part in at least one way in the 365 days.
Never engaged	Current members who didn’t take part at all in the 365 days.
Multi-channel members	Current members who took part in two or more ways.
Renewals at risk	Never-engaged members whose renewal date falls in the next 90 days.
Speaker prospects	Engaged members who could speak (see below).
Warm non-members	People who keep coming but aren’t members (see below).

How members take part

Each member counts once per way they took part, however many times they did it. One event counts once, however many sessions they went to.

Way	What counts
Events	Registered for or attended an event or session, in Sessionboard or in your AMS
Webinars	Registered for or joined a webinar
Learning	Enrolled in, started or completed a course or lesson, claimed credit, earned a certificate or passed a quiz
Awards	Submitted to an awards program, reviewed, or voted

The snapshot also breaks members down by member type: members, engaged and never engaged for each. Members without a type are grouped as Not set.

The lists

Each list shows up to 50 people.

Renewals at risk. Current members who haven’t taken part in the last 365 days and whose renewal date is between today and 90 days from now, soonest first.
Speaker prospects. Engaged members who have never spoken at one of your events (a participant on a session) and who took part in two or more ways, or attended three or more events and webinars. Attended means checked in or joined, not only registered. They’re ranked by how much they did: an event counts 3, a webinar, course or credit, or awards activity counts 2.
Warm non-members. People in Sessionboard CRM who aren’t in your member list at all, so a lapsed member isn’t one, and who attended at least 3 times in the last 365 days. Only attending counts, not registering. Most attended first, with when they were last seen.

Next steps

The snapshot suggests a next step for each group that has people in it, and hands the group to the app that does it. See Hand people to Marketing, Sessions, Learning and Awards.

Group	Next step
Never engaged	Sessionboard Marketing: invite them to a webinar on a topic their member type follows.
Speaker prospects	Sessionboard Sessions: send them a call for speakers for your next meeting.
Renewals at risk	Sessionboard Learning: offer a course with credit before their renewal date.
Multi-channel members	Sessionboard Awards: ask them to nominate a colleague or to review submissions.
Warm non-members	Sessionboard CRM: tag them Prospect and invite them to join.