Member Engagement & At-Risk Tracking

Keep your membership base healthy by automatically flagging at-risk members and triggering the right outreach before renewal season hits.

38 hrs

Time saved/month

Companies have mapped

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About This Automation

Member engagement tracking at associations requires staff to manually pull activity data from multiple sources, calculate engagement scores by hand, and identify at-risk members through spreadsheet filtering.

Automation continuously monitors member activity, assigns standardized engagement scores, and flags at-risk members in real time. the team receives a prioritized list ready for outreach, with AI-drafted messages tailored to each member's specific engagement gaps.

Key features

Automatically pull and consolidate member activity data from your membership database and event platform

Apply consistent, rule-based engagement scoring across all members without manual calculation

Identify at-risk members in real time based on login frequency, event attendance, and communication recency

Generate personalized re-engagement message templates tailored to each member's engagement profile

Track outreach actions and member responses in a centralized log for follow-up and reporting

How The Automation Works

The full workflow, from trigger to completion.

1. Weekly Engagement Check Triggeredtrigger

Automation runs on a weekly schedule to pull fresh member activity data and the event platform.

2. Fetch Member Activity Data

The automation retrieves login history, event attendance, and communication timestamps for all active members.

3. Calculate Engagement Score

The automation analyzes each member's activity pattern, assigns a standardized engagement score (1-10), and flags risk level based on predefined thresholds.

4. Identify At-Risk Members

The automation filters members scoring below the at-risk threshold and creates a prioritized list with risk reasons and recommended actions.

5. Generate Outreach Recommendations

The automation drafts personalized re-engagement message templates for each at-risk member, referencing their specific engagement gaps.

6. Post Alert

The automation sends a summary alert to the support team channel with the at-risk member list, engagement scores, and recommended outreach actions.

7. Log Results

Engagement scores, at-risk flags, and outreach recommendations are recorded for tracking and historical analysis.

4 reasons to map this process

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51 hrssaved/month

23times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

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Estimated Time Saving

38hrs/month

Process pain:8.2/10

Mapped by:9 Companies

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