Relationships

How do I keep my member information up to date?

Outdated member data leads to missed communications, inaccurate reporting, and frustrating user experiences. Associations need reliable strategies to ensure contact and profile information remains current across all records. Engagifii’s CRM makes it simple to keep member data fresh by embedding updates into your existing workflows and giving staff tools to proactively identify and prompt for outdated information.

Require Updates to Participants During Registration

Engagifii enables you to require members to confirm or update their contact and profile information as part of the event registration process. This gentle nudge ensures data accuracy is maintained without creating additional tasks for staff—keeping records fresh as members engage.

Utilize the “Last Updated” Report

With the “Last Updated” report, your team can easily identify records that haven’t been reviewed or changed in a set period. From there, you can request updates directly from individuals or their organization admins—targeting only what needs attention and avoiding blanket outreach.
This makes it easier to prioritize outreach efforts and ensure your database is accurate and complete at all times.

Set the App Opening Page to Guide Updates

Encourage proactive data accuracy by guiding members to a key update screen as soon as they log into the app. Whether it’s a directory profile, personalized dashboard, or action checklist, this customizable app opening page helps direct members to keep their details current. It’s a subtle but powerful way to reinforce engagement and promote responsibility for keeping profiles accurate.

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