Fundraising & Donations

October 29, 2025 · Last updated on November 5, 2025

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.

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

Prep time: 15 minutes Cooking time: 20 minutes

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

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

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.

Review the Report Results

Check metrics such as:

Average spend

Average donation

Visit frequency

Total income

Decision point: Choose which of these indicators best reflect member loyalty and build your potential member profile around them.

Create an Autotag

Head to your Dotdigital tag group and create a new autotag.

Define the criteria based on the behavior you've identified (e.g., “spent £100+ and visited 2+ times last year”).

Add a condition to exclude current members using AND NOT current members.

Save your autotag.

You've now created a dynamic, behavior-based segment of high-potential members your team can easily target.

Try This Twist

Take your list of potential members further by:

Creating a customer group to flag them in the Sales Interface

Adding notes so Box Office teams can start warm conversations

Building a customer list for targeted membership email campaigns

Using dynamic content to tailor benefits based on past behavior

Inviting them to special events as a soft introduction to membership

Creating a Dotdigital program for a member recruitment journey

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