Please Note: On viewing a Report, please bear in mind that the information displayed is based on the data records determined by the time period you have selected.
"You'll be pleased to know that this is why we have made it super easy to navigate through different date ranges no matter where you are in the Reports section.
You will see, on all Reports, these options along the top:
Arrows skip a month or year at a time!"
How do I navigate to sheepCRM Pending Members Report?
Go to core.sheepcrm.com and log in to your CRM User account, if not already.
Select Reports tab from the top navigation bar
Select Membership tab from the options below the navigation bar
What is a Pending Member?
A pending membership record is created when a contact starts a sign-up via sheepApp but does not complete the payment stage (for one of a number of reasons covered below).
What is a Pending Members Report?
This report provides a detailed record of Pending Memberships, based on the time period you select, including their name, status and plan, together with the revenue associated with this to help identify any awaiting payment for example.
*This can be exported as an XLS file.
The reason we provide this report is so you can manage these exceptions as a regular task.
There are a number of reasons why these pending members are created;
They had a problem during sign up, such as a lost internet connection or accidentally closed their browser.
They changed their mind and decided not to join. This is normally because of price so it is important that prices are visible on your website before a person decides to join to minimise drop outs for this reason.
An existing member followed the wrong path when trying to renew or register (instead of going to your member dashboard or login).
The actions you can take to manage these are covered below but should be informed by your internal workflow and guides - so please contact your nominated internal trainer or support person if you are unsure.
You can click on each person in the list to open their full contact record. Many of our customers report a good conversion of pending members to active by contacting them by phone.
Actions you can take;
Some of these actions require you to be using sheepApp for your members portal
They do not wish to sign up or it was an error by the user > go to actions on the membership and delete the membership.
They wish to go ahead > go to actions on the membership to activate. You will need to agree how they will pay and this will depend on your options available.
For people wishing to pay by direct debit - we recommend deleting the pending membership (instead of activating it) and asking the person to start again.
If you have an Pay by sheepCRM invoice payment plan option - you can add that payment plan once you have activated the membership so the user can log in and pay the invoice via their payments section in sheepApp.
You can take the payment via other means e.g. over the phone or via BACS and then add the payment record directly to the membership when received.
See here for more information on Membership Terminology used within sheepCRM
See here for more information on Membership Reports
See here for more information on the Membership Directory
See here for more information on Membership Lifecycle Events
See here for more information on Advanced Membership Plans (for sheepApp Users)
See here for more information on Settings: Membership defaults & options