Done
Online gift batches — August is ready for finance
“The team is still looking for Online Gift Batch, Outreach Source Code and Campaign — we are eager to send August over to finance.”
All 549 August online gifts ($38,800) now carry a batch, a source code and a campaign. Thirty-one daily online batches were created, one per day of online giving, left Open with expected count and total filled in so they review exactly like a staff batch.
This was not an August backlog. No online gift had ever carried any of the three — July 19 of 19 blank, August 549 of 549, September 524 of 524. The cause is worth naming: online gifts were coded until 30 June, when they still arrived from the old membership system. When giving moved to the new online forms in July, the coding did not move with it. What has been restored is something that used to work.
Membership duesrenewal 319 · new 170 · rejoin 3
DonationsAnnual Fund 48 · Summit 5 · Education 2 · Advocacy 1 · Trails 1
Campaigntaken from each source code, never chosen separately — the rule already held on 350 of 350 staff gifts carrying a code
Still to do: September’s 524 gifts need the same pass, and the coding needs to happen at the moment a gift is created rather than afterwards. Both are in hand.
Done
Family membership reaches the individual record
“It seems like you’ve made some progress on active family membership flowing down to the record. But we can’t tell if it’s complete yet.”
It is complete. Every living person in a household holding a current family membership now sees that membership on their own contact record — 8,470 of 8,471. The two contacts without coverage are both deceased, which is intended.
One fault was found and corrected along the way: where a household contained someone who had died, coverage was being withheld from the whole household, so surviving spouses saw nothing on their own record. Coverage now applies to the individual, and when someone dies their coverage closes with a reason of Deceased rather than being recorded as having left the household.
Coverage records18,403, growing on their own as new memberships arrive
Memberships on no contact21 — 13 households hold no contact record at all, 6 are held by someone who has died, 2 arrived this week with no member named
Children ageing outonly 13 people are identified as children, because 4,379 of 4,613 household members have no date of birth recorded — the mechanism is built, the dates are what it needs
In progress
Membership status in Mailchimp
“Curious about the membership status flowing into Mailchimp. Would like to review the process.”
When a contact record is saved in Salesforce, that person’s details and membership status are sent to the Mailchimp audience straight away. I reviewed that path this week and adjusted the permissions on the Mailchimp connection so that updates made by the team and by the member portal are sent under the same access as everything else. Those adjustments are in place and I am confirming them against live traffic.
Two things are true and being worked on. Membership changes do not yet reach Mailchimp on their own, because the send is triggered by a change to the contact record and renewing or lapsing a membership does not touch it. A lapse changes nothing at all on the day it happens — a membership simply stops being current once its expiry passes — so nothing can notice it in the moment. A nightly reconciliation that rebuilds each member’s status from the live membership records is the answer, and it is being built to handle both current and lapsed members correctly.
What changesabout 2,140 people currently labelled as members hold no membership; once status comes from the membership records the audience’s member count falls by roughly that much, and becomes correct
Being corrected first34 people paid dues in the last 12 months but hold no current membership — $1,875, seven of them in the last 30 days. Those records are being fixed before anything else moves.
Reconciled todayevery current member’s status, category, expiry and chapter in Mailchimp has been rebuilt from the live membership records — 13,743 updates, the first full pass since 31 August. Eight were rejected by Mailchimp, listed below.
| Member | Address on the record | What Mailchimp says |
|---|
| Alexander Diaz | ajdiaz36fd@sbc.global.net | Rejected — reads as sbcglobal.net with a stray full stop |
| Amy Alexander | amyralrxander@yahoo.con | Rejected — .con rather than .com |
| Jean Alper | alperjean@gmai.com | Rejected — gmai.com rather than gmail.com |
| Maria J Gamez | mjgamez@hotmail.co | Rejected — hotmail.co rather than hotmail.com |
| Michele Brown | michele007.brown@gamil.com | Rejected — gamil.com rather than gmail.com |
| William Scott | scott33wms@gamil.com | Rejected — gamil.com rather than gmail.com |
| Joseph Rizzo | joseph.e.rizzo@uscg.mil | A valid address that Mailchimp will not accept |
| Christine Trombly | kdt@wildblue.net | Rejected — the provider is long retired |
Six of the eight look like a single mistyped character. I have left them as they are: correcting an address to a guess would send that member’s mail to whoever owns the corrected one, so these want confirming with the member first. The two at the bottom cannot be reached through Mailchimp at all.
One questionon 14 September roughly 59,900 profile updates arrived from Mailchimp inside twenty minutes — more than the audience holds. Nothing in Salesforce was overwritten. If a list was imported that day, it would be useful to know.