Member Journey Data Collection Checklist
- johnfrancomarcom
- Jun 19
- 2 min read
Updated: Jun 21
Are you tracking the right data at each stage of your members’ journeys?
For membership-based organizations, understanding how members engage across different touchpoints is essential to building loyalty, reducing churn, and improving programs. Yet many associations don’t realize what key data they’re missing.
Use this Member Journey Data Collection Checklist to ensure your team is capturing the insights that matter—from the moment a prospect joins to when they renew (or lapse).
📋 The Checklist Covers:
🧍 Member Demographics
Member ID or name
Age or age range
Location
Job title, industry, and organization type
🔄 Membership Lifecycle
Date joined
Current membership status
Tier or level
Renewal dates
Cancellation or lapse date
💡 Engagement & Participation
Event attendance (in-person or virtual)
Volunteer or committee involvement
Resource and toolkit downloads
Course and training completions
Email engagement (opens/clicks)
Website interactions and login activity
💰 Financial Contributions
Event ticket purchases
Membership dues history
Donations
Paid certifications or services
🗣️ Feedback & Sentiment
Post-event surveys
Satisfaction or NPS scores
Open-ended feedback
Member preferences
🧠 Behavioral Insights
Login frequency
Session duration
Abandoned signups or purchases
Preferred communication channels
📥 Download the Checklist
Need a practical tool to track this data?
📈 Why It Matters
The more you know about your members' actions, motivations, and behaviors, the better you can design programs, communications, and experiences that truly serve them. Use this checklist to power up your CRM, marketing automation, and analytics strategies.
Want a partner to help you get from feeling completely lost to feeling safe at last?
Schedule a chat with me here and let's find your - and your members' - way home together!
Comments