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Knowledge Base

Chapter Expiration and Survey

Tips for Using the Chapter Expiration and Survey Letter
The ​email states the chapter is sorry to see the member go. A survey can be included in this email in order to understand why the member is dropping the chapter.

  • Send this letter to former members. Your chapter administrator and leaders with report access can run the “Former Members (All)” or “Former Members” reports within the members-only area of www.ifma.org to identify these members. The “Former Members” report allows you to specify a period of time for which you want to pull former members. The chapter could run this report on a monthly basis, pulling all former members who dropped their IFMA membership the previous month.

  • Send this letter 3 months after the member expired. IFMA sends an email notifying members that their membership has been dropped 2 months after their Paid Through Date. By sending the chapter letter 3 months after the member's paid through date, the chapter will be able to survey their members for reasons the member dropped the chapter.

  • For Example: For members with a Paid Through Date of 12/31/2015, you would send this email the 2nd week of March 2016.

 

  • Personalize this letter with information about specific chapter benefits. What return on investment are you providing to members who participate in local chapter education and events? Remind your members why chapter membership is indispensable!

  • Helpful Hint: Send this email in the morning to allow for sufficient time to respond to any member inquiries.