Member states

A record is classed as a Prospect or Applicant when they have created an account but have not gone any further. It is normal to accumulate a large number of prospects or Applicants over time. Many may never proceed to become active members, and they do not impact your current active membership base.

A record becomes a Hot Prospect when they have created an account and have started the process of buying a membership but have not completed it.

A Hot Prospect becomes and Active Hot Prospect if their membership is still in their basket but the purchase hasn't been completed yet.

Their manually added memberships remain in the basket for a few hours before dropping out if not completed.

To ensure members complete their payments, guide them to log in, navigate to their basket or checkout, and finalise the payment process before the membership drops out of the basket.

If someone has purchased a product but not a membership, they are known as a 'Customer'

When a member holds a valid, active membership, their status will remain as Active until it expires or is cancelled.

If an active member has their membership 'Frozen', they will retain the Frozen state until either their membership has been 'unfrozen' or it expires.

Once an active membership expires or is cancelled, the record will typically be displayed as Inactive. However, if that profile has previously purchased a product as well, their status will show as Customer.

When a membership has expired, the record will show as 'Expired' until the renewal window has closed. Once the renewal window has closed, their state will change to Cancelled.

If a membership has been cancelled or if the expired membership has gone past the post renewal window, the record will show as Cancelled.