...

NAR Splits: [{“SaleableItem…”}] (there will be a whole bunch of text in here, we just want to see more than empty brackets.

❗Exception: Splits only work for customers using NAR eCommerce gateways. If an association is not using eCommerce, this should be blank.

...

• Multiple Memberships on Application

  • NULL, true, false

We Want

Multiple Memberships on Application: true (but it also depends)

Why?

Ideally an association is using the application and members can join with an MLS, Lockbox, and/or Association membership (national, state, and local) all at once. true indicates that the customer is up and running with an application where members can join with multiple memberships at once. NULL or false means that the association is not. This may or may not be a bad thing, just something to consider as a final check.

...

Where is this in the tenant?

Setup → Memberships → Membership Settings

12. Restrict Fixed Renewal Memberships

...

Setup → Services, Products and Commerce → Goods/Services

15. Public Module Versions

Query Says

• # of Public Modules

• # of v1 Public Modules

• # of v2 Public Modules

We Want

Most of a customer’s public modules to be using v2.

Why?

Our v2 public modules include often-requested features that frustrated customers on v1 module versions. Switching to v2 can alleviate some paper cuts that customers have with these older versions.

16. Event Versions

Query Says

• # of Events Since Q3 2020

• # of V1 Events Since Q3 2020

We Want

Most of a customer’s events since Q3 2020 should be using the v2 event registration form. This is a rough snapshot of a customer’s event usage so if you see a number of v1 events it may require a closer look at their tenant.

Why?

The v2 registration form was released in Q3 2019 and adds several useful features that are not and will never be on the v1 registration form. Further, not all event registration improvements are tested on the v1 form and customers may find issues using these forms with more advanced functionality. The v2 event registration form is also required for using the v2 expo registration features.

17. Individuals with InfoHub Logins

Query Says

• # of Active Individuals

• # of Active Individuals with Info Hub Logins

We Want

The vast majority of active individuals to have Info Hub logins. If only a half or a third of an association’s members have logins, this may indicate that the customer needs some help from us to roll this out to their members.

Why

One of the key features of GrowthZone is the InfoHub. If an association’s members are not using the InfoHub, the association is not getting all of the benefits from our system that they can. This varies from association to association but the hub is great for saving time processing member payments or distributing member-only content through other means.

18. Active Members with Profile Pictures

Query Says

• # of Active Members

• # of Active Members with Profile Picture

We Want

Most active members should have profile pictures.

Why

This single piece of data has the largest impact on a member’s (or even a stranger’s) perception of an association’s directory. The more active members that have profile pictures the more useful and beneficial an association’s web content and directories will be for their members.

19. Valid and Invalid Email Addresses

Query Says

• # of Email Addresses

• # of Valid Email Addresses

• # of Invalid Email Addresses

• # of Unchecked Email Addresses

We Want

Most email addresses should be valid. Unchecked email addresses are ones that the system has not yet checked. A large number of these may indicate an issue with the email verification service or another issue.

Why

If our customers email invalid email addresses, they lower the reputation of emails coming from our email delivery service (SendGrid). This is a useful check to make sure that our customers don’t have a large number of invalid email addresses that could cause damage that’s difficult to undo.

20. Automated Billing

Query Says

• Automated Billing Enabled

We Want

It depends. Some customers are very successful with automated billing. These are typically healthy customers who have lots of monthly billings and high confidence in their data. Red flag for a floundering customer with this enabled. A good conversation to start with a high-functioning customer who does not have this enabled.

Why

Automated billing can save membership, billing, and accounting staff a lot of time, particularly with monthly billing. It can also reduce errors caused by manually running billing but forgetting certain members or forgetting to manually update certain members' next bill dates.

21. Active Members with Saved Payment Profiles

Query Says

• # of Active Members

• # of Active Members with Saved Payment Profiles

We Want

Most active members to have saved payment profiles.

Why

Our customers are more likely to collect dues from their members if their members just need to click a few buttons instead of enter a credit card.

22. Membership Applications Configured

Query Says

• # of Membership Application Forms

We Want

At least one membership application configured.

Why

If an association is not using a membership application they’re missing out on a time-saving feature of GrowthZone and are more likely to feel like their subscription is not worth the price or that our product is not saving them much time or effort.

23. Membership Types Allowing Credit Card Payments

Query Says

• # of Membership types

• # of Membership Types Accepting CC Payment

We Want

Most membership types to accept CC payment. The query gathers this information in a bit of a loosey goosey way so don’t take this exact number as gospel.

Why

If no membership types accept a credit card payment this may indicate that the customer has a deeper workflow challenge with processing and onboarding new applicants that we can assist with.