Membership Status

Membership Types and Definitions
Each congregant in PCO is assigned a membership type based on their level of engagement and interaction with our church. The membership types are automatically updated by PCO, with staff also having the ability to make manual adjustments when necessary.
Membership Types Table
Membership Type
Definition
Criteria
Remove Criteria
Automatic
PCO Link
Newcomer
Individuals new to the congregation, showing initial engagement. 
Any of the following:
Worship Attendance
STP Donation
Newcomer Forms (Digital Connect / Newcomer Connect)
Inquirers Attendance
 
Criteria applied to Unassigned/ non-Children w/out a Newcomer Date.
Watch List: Not advancing to Seeker status within one quarter.
 
Inactivated/Set to Disengaged: 3 months without activity.
Newcomers are assigned automatically and if their is no activity in key areas within 3 straight months, they are marked as disengaged. 
Newcomer Assignment Automation
 
Current List
 
Watch List
 
Disengaged Automation
Seeker
Show a pattern of engagement in Foothills
Any 3 engagement activities within three months, including but not limited to: 
Engaged in worship 3+ times in 3 months,
Attended 3+ Inquirers sessions in 3 months,
Attended any group/event 3+ times in 3 months, 
started a pledge/recurring gift.
Criteria Applies to any non-child, seeker with a newcomer status and no seeker date.
Watch List: 
Would not re-qualify as a seeker 3 months after becoming one.  
not a Traveler after one quarter.
Inactivated/Set to Disengaged: No engagement after 2 consecutive quarters
Yes
 Automation 
 
Current List
 
Watch List
Traveler
Actively engaged and eligible for membership 
Meets all Seeker criteria plus eligibility for membership:
attended BaseCamp and the 3 Core Inquirers sessions (Governance and Stewardship; Partnering with Foothills as a Member; Small Group Connections and Belonging), or
completed any legacy version of BaseCamp pre-April 2024.
Watch List: 
Been a traveler for 6+ months
Drop off of engagement
Inactivated/Set to Disengaged: No engagement after 3 consecutive quarters
Yes
 Automation
 
Current List
 
Disengaged Watch List
 
 
Member
Officially signed members & active in church life
Completed all Traveler requirements, signed the membership book, completed membership form, and established a giving plan. .
No
 
Disengaged
Individual who based on the above criteria are not actively engaged at Foothills
Disengaged profiles with no activity one year since their disengaged dated will be made inactive. 
TBD
Current List (excludes potential re-engagement) 
Disengaged with no active in a year list with automation 
Re-Engaging
Individuals previously marked disengaged but who take a re-engaging action
Disengaged by:
Donated (STP, Unrestricted, MDF)
Registered for Event
Applied to Join / Attended a Group
Attended an Event (checkins)
Attended Worship
Profiles will be re-classified as Seekers, Newcomers, Travelers as appropriate manually
Yes 
Automation List
 
Re-Engaging Workflow
Member of Another Community
Engaged with Foothills but not part of our community
Manual designation 
No activity after one year and not part of a group.
List
Periodic Reviews
Weekly
Profiles Newly Classified Re-Engaging That Week (List)
List passed around to staff team for context or information 
Assigning Unassigned Profiles a Status
Monthly
Every month we will host a meeting of key involved staff to check in on trends, membership status, and pathway to partnership progress. Before that meeting Engagement Coordinator will:
QA Data including
Review of profiles that were classified that month as disengaged (List) for any automation mistakes 
Review profiles made Inactive in the previous month (List) for any automation mistakes
Review of Newcomers who should be seekers (List) 
Prepare a list of people primed for Ministry engagement 
Including review of of re-engaged people (List)
Meeting Agenda
Review past month data (high level trends, and insights)
Create action steps for people on the Primed for Engagement List
Quarterly
Every quarter, the team will meet to assess movement along the engagement and partnership spectrums, examine watch list criteria, and discuss strategies for improvement. This will also involve deploying the Radical Welcome team for Newcomers and Seekers, and the Partnership Team for Travelers and Members. This will include a review of:
Watch Lists for Newcomer, Seeker, Traveler
Disengaged Members
Recent Member Cohort Engagement Status
Been in Re-Engaged status for more than a month
Metrics Tracking
Weekly tracking of numbers within these categories will be conducted and entered into Church Metrics for review and analysis.
Procedure for Incorrect Designations
Reporting Issues: Any discrepancies or incorrect designations should be reported to the designated staff member for assessment and correction.
Immediate Corrections: If an automation error occurs or an incorrect manual designation is identified, adjustments should be made as soon as possible to correct the record.