Recipe: Identify Potential Members

# segmentation

# fundraising

# recipes for success

Makes: A way to find and tag non-members whose behavior suggests they’re likely to join

Want to grow your membership base but unsure where to start? Use the data you already have in Spektrix to identify high-potential members. This recipe helps you analyze current member behavior, find similar patterns in other customers, and build an autotag so you can follow up with personalized, compelling invitations to join.

What you need

A global segment of current members (or local if needed)

Customer Segment Stats report (request from Support if not yet available)

Key behavior indicators like average spend, visit frequency, or donation amounts

An autotag to identify potential members

Time required

Prep time: 15 minutes Cooking time: 20 minutes

What will this help me achieve?

Understand who your current members are and how they behave

Find others in your database who look similar and might be open to joining

Build a more targeted and effective membership recruitment campaign

Concepts we’ll be using

Global segments help identify known member records

Customer Segment Stats give average behaviors like spend and visits

Autotags allow dynamic tagging of customers meeting custom criteria

Dynamic content and Dotdigital programs can personalize outreach

Prep

Understand Your Current Members

Use a global or local segment of your current members in a new customer list.

From the “Choose an Action” dropdown, select Run through report.

Run the Customer Segment Stats report (request it if you don’t already have access).

Decision point: Choose a transaction date range that reflects the behavior you want to model—recent activity (e.g., 12 months) or longer-term patterns.