Membership Admin — Catskill Fly Tyers Guild

Members

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Active Members

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Grace Period

60-day window after expiration

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Expiring Within 30 Days

Then enters 60-day Grace Period

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Inactive

Grace period ended — use Record Payment to renew

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Name ⇅	Primary Email	Secondary Email	Status ⇅	Expires ⇅	Days Left ⇅

Leads

Prospective members and conversion tracking

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New Leads

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This month

Conversions

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Became members this month

Conversion Rate

All-time unconverted vs total

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Of all leads ever

Active Leads

Not yet converted

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Awaiting conversion

Drip Email Activity

Automated emails sent to leads this month

24-Hour Follow-Up

Sent ~24h after lead submits

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7-Day Follow-Up

Sent ~7 days after lead submits

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6-Month Lead Trend

Month	Leads	Conversions	Rate

Recent Leads (Last 10)

Name	Email	Submitted	Status	Drip Emails

Review Queue

Orders that matched on last name but not email — confirm member identity before processing.

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Duplicate Members

Email addresses with more than one member record — review and resolve manually.

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Demographics

First Name

Last Name

Full Name

Phone

Country

Street Address

City

State

Zip

Expiration Date

Join Date

Honorary Member

Email Addresses

Primary Email

Primary

Alternate Email

Orders placed from this email address will renew this member without admin review.

Transaction History

Date	Order ID	Type	Years	Amount	Source

Catskill Fly Tyers Guild

Membership Dashboard

Mailchimp Tag Activity

Entering Grace Period Soon

Entered Grace Period This Month

Became Inactive This Month