Tagging customers with the reason they've specified for a membership freeze or cancellation

When members request a freeze or cancellation of their membership via the Online Member Change Form your facility can configure that form to prompt them for a reason for that request. RGP has the ability to create a tag with that reason, and attach it the customer's record when you process their Change Request Form. This can allow you to do things like view how many customers have terminated or frozen for a particular reason, like an injury.

The tags will follow a specific format.

A freeze tag with a reason of "injury" would look like /FREEZE/injury
A termination tag with a reason of "injury" would look like /TERMINATION/injury

Here's how to use these tags:

1. Make sure that you have enabled your Online Member Change Form, and understand how to process them when they arrive.
2. Verify that you have configured your Online Member Change Form to prompt for freeze and termination reasons.
   1. Navigate to Data Entry click on the Manage menu and select the Online Member Change Form - Configuration option.
   2. On the Form Settings tab, scroll down until you see the Freeze Options section and tick the box labeled Prompt for a freeze reason.
   3. Add the options you want to allow to the freeze reason list. Note that the name for each of these options will be the exact text used in the tag. If you add an option like "other", that's the tag you will see.
   4. On the Form Settings tab, scroll down until you see the Cancel/Terminate Options section and tick the box labeled Prompt for a cancel/termination reason.
   5. Add the options you want to allow to the termination reason list. Note that the name for each of these options will be the exact text used in the tag. If you add an option like "other", that's the tag you will see.
      
      
   6. Navigate to the Publish tab of the Online Membership Change Form Configuration window and click Publish Changes.
3. Now when you are processing an incoming Membership Change Form, you will see a button labeled Send Email, Attach Documents & Tag Profile. Clicking that button will display a window confirming the actions you are about to take.
   
   
   
   
4. If, for whatever reason, you do not want to tag a customer, you can deselect the box labeled Tag customer records.
5. Click OK.