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Member Care Procedure

Once you have signed up a member you will want to make sure you take care of them and retain them at the end of the year. There is an Automation in the system when the member is created to add an additional List being "Renewed Member" (even if they are new) as this triggers the following series of emails that will automatically go to the member throughout their year. See below for the Automation series.

With this Automation remember it must ONLY be triggered close to the sign up or renewal date of the member otherwise all the emails will be out of sequence

Other Actions to take over the year

These emails remind the member about things such as posting on the Buzz group, member specials, discounts for events however over the year I would also suggest you -

  • Schedule 2 FB posts - one to welcome them as a member (in the new member procedure) and one about 6 months later. Remember to tag the business into the post if you can and also report to them by email with a link to the post url.
  • Schedule in at least one visit and/or phone call to the business just to check in and make sure they are happy
  • Make sure you have their business cards and/or brochures and these are displayed at all your major events on the members table. If you run low see if you can get some more (another excuse for a touch point with the member)
  • If they are a member you can use yourself or by BW (eg event venue, caterer, product that could be of value, eg insurance broker) keep that in mind and make sure to remind them you are using them as they are a BW member!

These emails just touch base and remind the member about services offered and opportunities they should be taking advantage of. Remember if you remove or change a service however you will need to update the email content of these!

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