Boost Membership Engagement in 7 Steps

Boost Membership Engagement in 7 Steps

If you want to grow and maintain your membership program, you’ll likely spend a large chunk of your time planning and executing some sort of membership engagement plan.

Unfortunately, because “membership engagement” is such a broad concept, it’s tough to get your strategy right on the first try (or even after many tries!).

Lucky for you, we’ve made tackling the membership engagement issue a little less tricky. Here, we’ll provide you with 7 simple steps for increasing your organization’s membership engagement.

Here’s a preview of the subjects we’ll cover:

  1. Define membership engagement.
  2. Understand your members.
  3. Communicate consistently.
  4. Establish online engagement spaces.
  5. Prioritize community-building.
  6. Streamline the member renewal experience.
  7. Track your membership engagement efforts.

Pretty soon, you’ll be a master of membership engagement (and you’ll have the member retention rates to show for it)!

Still in the planning phase of your new membership organization? Read our guide to starting a nonprofit membership program first!

Define Membership Engagement

1. Define membership engagement.

Before you can begin engaging your members in an effective way, you’ll need to figure out exactly what you hope to accomplish.

Membership engagement can take many forms, and if your team isn’t all on the same page with your expectations, you’ll find it much harder to accomplish anything.

So, take a few minutes to review your current engagement level and determine a few tangible goals for the future. Perhaps you want to:

  • Increase attendance at membership events.
  • Boost volunteer involvement.
  • Encourage more participation in online communities.

Your engagement marker might be totally different than another organization’s, and that’s okay! Be sure that your goals reflect the needs and interests of your members and your organization, and you’ll be able to reach new heights sooner than you think.

Start your member stewardship strategy on the right foot with membership software that offers robust member profiles. The more your organization or association knows about its members, the more targeted your stewardship strategies can be!

Understand Your Members

2. Understand your members.

How can you cater to your members’ personalities if you’re not well acquainted with them? The short answer: you can’t.

That’s why it’s extremely important for you to get to know your members on a personal level. If you don’t, your engagement strategies run the risk of being generic and unappealing to your constituents.

It might seem like a daunting task to get to know each one of your many members on a one-on-one basis, but fortunately, your organization likely already has a tool on hand to make it much easier.

That tool? Your membership management software, of course!

With powerful membership management software (also known as association management software), you’ll be able to manage member data more effectively and leverage it to its full potential.

Not only will software help you stay organized, but it’s the only way you can get a full picture of your members’ participation and giving history in one centralized location.

With a knowledge of members’ interests, preferences, past involvement, and giving habits, you’ll be able to plan engagement opportunities that actually make sense for them—without any of the hassle of manual data management! 

Bonus: Still searching for the right association management software for your organization? Check out our list of the best tools before you start shopping around!

Communicate Consistently

3. Communicate consistently.

Your members joined your organization or association because they’re personally invested in your efforts.

As your most devoted supporters, they deserve to be kept in the loop on your organization’s projects and your community’s trends and hot topics. 

To that end, you should be regularly communicating with your members in any (or all!) of the following ways:

  • Email newsletters.
  • Participation acknowledgements.
  • In-person forums and events.
  • Social media updates.
  • Personal outreach.

By staying active in your members’ lives through regular communication efforts, you’ll remind them of their interest in your organization and encourage them to participate themselves.  

As important as it is for your organization to get the word out about important updates, it’s equally important that your members have a place to communicate, too!

Make sure your members know that your team is always accessible should they want to voice concerns, ask questions, or provide feedback. You can also send out surveys asking for targeted feedback on a regular basis, or host events dedicated to member-leadership interaction.

Establish Online Engagement Spaces

4. Establish online engagement spaces.

If you want to connect with your donors in real-time, it’s essential that you meet them where they already are. One of the easiest ways to do that is by taking advantage of the many different forms of digital communication.

There are two main online spaces you’ll want to focus on when maximizing membership engagement:

  1. Your organization’s website.
  2. Social media pages.

Let’s talk through each one individually.

Website

Often, your software will be able to generate custom member-specific webpages and constituent portals to incorporate with your organization’s website.

Not only do you want your website to be informative for any and all visitors, but you also want it to provide an engaging experience designed specifically for your members.

When building (or editing) your site, make sure you’ve got all the following bases covered:

  • A user-friendly member portal.
  • Well-branded design that reflects your organization.
  • Online giving capabilities.
  • Member self-management tools (e.g., member profiles, renewal options, event sign-up).
  • A prominently displayed application page.

Most importantly, make sure your website is a source of all your organization’s most important information, from upcoming event details to relevant news in your community.

Bonus: Your membership site should be the hub of your organization, so don’t forget to use it to drive recruitment, too. Optimize your online application form for minimum donor abandonment with our guide to crafting the perfect donor application form.

Social Media

Almost every organization has a Facebook or Twitter account set up these days, but simply using social media is very different than actually using it well.

The first step to engaging members on social media is finding out which sites appeal to them (and which just don’t catch their attention).

Consider your organization’s demographic. Is your roster full of suit-and-tie professionals? You might thrive by setting up an organizational LinkedIn page. Is your group teeming with crafty moms and DIY fanatics? You might find your home on a Pinterest board.

If you’re still lost, turn to your member management software. Since some platforms have social matching features, you might be able to scour your database to find out which social media networks your members are actively using.

Once you’ve found your ideal environment, keep the following in mind:

  • Know the limitations of your platform. What works for Twitter just won’t transfer to Facebook, so understand the constraints of each site before you start posting.
  • Keep it visual. On almost every social media channel, visual elements are absolutely key. Keep your posts eye-catching by adding photos, videos, and graphics wherever you can.
  • Diversify! While your main audience might love Instagram, you might be able to cater to another group through Google Plus. Find out your members’ preferences and try to meet them in as many places as you can.

Effective social media engagement is more challenging than you might think, but the payoff is definitely worth the effort!

Prioritize Community-Building

5. Prioritize community-building.

Membership programs are unique in that they can create a thriving community based around shared goals, interests, and values.

Think about it: when an individual chooses to donate to or volunteer for a nonprofit, they might meet like-minded individuals at community service events or fundraisers, but more often than not, their involvement is a solo activity.

But when they sign up for the nonprofit’s membership program, they’re immediately met with a collective of others with similar passions!

Make sure your members are aware of the vibrant community within your membership program, and do your part to foster community-building whenever you can. 

Design online and in-person opportunities that facilitate member-to-member engagement, from starting a discussion in an online forum to hosting a member mixer filled with interactive activities for your guests. Get creative with it!

Choosing the right association management software can go a long way to help build a culture of community-wide engagement for your association or organization. Top features like online message boards, member-managed groups and committees, member directories, and self-service profiles make a big difference in letting members feel empowered to engage with your work in the ways that work best for them.

When your members are engaged with one another, they’ll be more connected to your organization overall (and they’ll be much more likely to participate in member activities when they know they have friendly faces to join them!). 

Optimize the Member Renewal Experience

6. Streamline the renewal experience.

So far, we’ve been discussing how to keep your members engaged throughout their membership. However, there is another aspect of membership engagement that we can’t ignore: the member renewal process!

No matter how involved your members are, if they don’t sign up for another year, you’ve got some membership engagement problems to address. 

To make sure your members are excited to come back to your organization year after year, you should ensure that the renewal process is as simple and straightforward as possible. Consider implementing one (or more) of the following strategies:

  • Automated renewal. Some software providers allow you to set up automated renewal reminders or even provide members with the option of recurring membership fee payments. Never let a member lapse due to forgetfulness again!
  • Optimize your application process. Whether they’re applying for the first time or renewing for another year, your members should have no issue completing their application form. Optimize their experience by creating a form that’s user-friendly and easily accessible.
  • Encourage additional giving. Give your members options for adding extra donations on top of their membership dues by using your membership management software’s built-in donation tools (or integrating with another online giving tool). Plus, give them the option to upgrade their membership level during the renewal process.

Bonus: Need some guidance before you send your next round of member renewal letters? Take a look at Fundly’s handy guide!

Track Your Membership Engagement Efforts

7. Track your membership engagement efforts.

As you implement different member engagement strategies within your organization, some efforts will inevitably see better results than others.

To make sure you’re moving forward (and that mistakes don’t repeat themselves), you’ll need to be able to track and analyze your engagement in a meaningful way. 

Thankfully, membership management software can make such a task much more doable. In fact, depending on your platform, you may be able to:

  • Create custom reports. Find and assess the data you need by building your own reports using any information in your database. Then, easily share them with your team or constituents as needed.
  • Quickly view fiscal data. Don’t waste time wondering which members have paid their dues; instead, get a comprehensive view of your fiscal situation in as little as one click.
  • Evaluate event success. Assess event registration and attendance, view payment records, and compare overall success between multiple events to see which are worth revisiting next year.

When you use powerful membership management software to handle all your reporting needs, you’ll be able to easily gain insight into your engagement success and use that knowledge to prepare for the future.


Needless to say, developing a successful membership engagement strategy is a major undertaking for any organization. But with these tips in mind, you’ll be able to confidently navigate all of your future membership engagement endeavors!

For more ways to engage supporters through your membership program, take a look at these additional resources: