Fundraising & Donations
October 29, 2025 · Last updated on November 5, 2025
Recipe: Highlight Potential Members with Customer Groups
# memberships
# recipes for success
Makes: A way to visually flag potential members in the Sales Interface so your team can engage them at the right time
Use this recipe to set up a Customer Group that highlights likely future members to your customer-facing teams. Whether you're at the box office or handling phone orders, this visual signal helps your team recognize loyal bookers and initiate warm conversations about membership at the right moment.

- A potential member autotag
- A Customer Group built using that autotag
- Clear, internal messaging for your teams on how to talk about membership
- Optional: Customer notes, follow-up lists, and Dotdigital dynamic content

Prep time: 5 minutes
Cooking time: 10 minutes

- Visually identify high-potential members across platforms
- Support box office and sales teams to have meaningful conversations
- Foster deeper customer relationships and loyalty
- Streamline internal processes for flagging and nurturing warm leads

- Customer groups visually flag audiences based on preset criteria
- Autotags dynamically segment your customers in real-time
- Internal scripts and notes empower teams to confidently talk about membership
- Dynamic content and follow-ups ensure personalized, relevant outreach

Check your Potential Member Autotag:
- Does the logic still align with who you consider a high-potential member?
- Do you want to highlight all types of membership or just a specific tier?
- You may need multiple autotags if you want separate Customer Groups for different tiers.

Set up your Customer Group:
- Go to your Customer Groups settings and create a new group
- Use the potential member autotag as the criteria
- Ensure the group is visible in the Sales Interface and Scanning Interface
- Your teams will now see a clear visual flag on qualifying customers
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