Manually Drop and Reinstate a Member | Scribe

    Manually Drop and Reinstate a Member

    • Chamber Nation |
    • 29 steps |
    • 2 minutes
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    **Direct Drop**\ This is a good option if you need to track dropped members within specific membership plans. When using a direct drop, the member's original "Membership Type" is retained, but their "Status" is changed to "Dropped." This allows you to generate reports that accurately reflect which members have dropped from specific plans. To do this, you may follow the next steps.
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    Navigate to the Admin Dashboard
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    Click "Member Database"
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    Click the pencil icon to edit
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    Click "Email/Plan"
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    Click "drop this member"
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    The system allows you to credit off member's unpaid invoices
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    Select a reason for the member's cancellation from the dropdown
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    Click this button.
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    After dropping the member, you can choose to notify them. Select 'Send Drop-Notification Email' to send a notification email to the member's email address.
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    Member account should now be on the "Dropped" list
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    **Drop to Prospect** By dropping a member to "Prospect," their "Status" remains "Active," but their "Membership Type" changes. This will not allow you to report on dropped members from particular Membership Types, but it is useful for members who would like to self-reinstate their membership after dropping themselves. They will be able to continue logging in and accessing the Prospect members area. There will be a link for the prospect to re-join as a member as long as the setting "Add Link for Prospects to Join on Main Menu" is checked in Configuration > Prospecting.
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    Click "Email/Plan"
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    Under Member Type dropdown, select "List-Only"
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    Click here to save
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    For reactivating a dropped member's account, access their record within the database's dropped list.
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    Under Email/Plan, locate the Status section and click "reinstate"
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    Click this button.
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    Member should now be under "Active" list
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    At the time the member was dropped, there are several possibilities regarding how the invoices and payments were left. The state of a dropped member's billing records can vary. Here's a guide how to handle their billing record\ \ [[First, view transactions for the member.]] - [[If there are no invoices, you'll need to create one: use Enter Single Invoice Record from the billing menu.]]