If a non-member converts to a member, what tag should you use to ensure proper credit?

When a non-member converts to a member, the appropriate tag to use is the Installed Membership Tag. This tag specifically indicates that the membership has been successfully installed and is active. Properly tagging a customer as an installed member allows for accurate tracking of membership conversions and ensures that the associated benefits and credits are accurately reflected in the system.

Using the Incorrect option could lead to confusion or incorrect billing or goal tracking. For example, the Potential Membership Tag, while relevant for prospects, does not accurately represent an active membership status. Similarly, the Recurring Customer Tag is more associated with general customer behavior rather than membership status, and the New Member Tag might be misleading in contexts where it could refer to different types of membership statuses or initial sign-ups.

By utilizing the Installed Membership Tag, the customer’s transition to a member is clearly documented, which can help with future marketing efforts, performance tracking, and member-specific benefits.