Reference: Member lists

What is a Member List?

A Member List is a dataset used to define a specific group of people based on criteria outside of their medical encounters

Unlike Custom Activities, which are date-based and track specific actions over time, Member Lists represent a current status or group membership.

Common examples of Member Lists include:

• Employee Lists: For internal communications or to exclude staff from marketing campaigns.
• Foundation Donors: To target for fundraising or exclude from general service line marketing.
• Event Registrations: Lists of attendees from specific classes or events (e.g., "October 2024 Women's Event").'
• Program Members: Active users of specific portals, such as MyChart users.

List Maintenance and Updates

It is critical to understand how data is managed when updating Member Lists. Unlike Custom Activity data, which is additive, Member List data is replaced with each submission.

Member Lists are not additive. When you upload a new file for an existing List Name, the platform fully replaces the audience associated with that list. Anyone included in a previous submission who is not in the current submission will drop out of that Member List. 

Data Requirements and Ingestion

To successfully load a Member List, the data file must contain specific demographic information to match the individuals to the Ignite Growth Platform identity graph.

The minimum required demographics to load a person record are:

• First Name
• Last Name
• Street Address
• State
• Postal Code

Additionally, the file must include the List Name to identify which group the record belongs to.

Integration Methods

There are two primary ways to integrate Member Lists:

1. Automated Integration: Best for frequent or recurring deliveries (e.g., monthly employee list updates) where data is stored in a 3rd party system.
2. Ad Hoc Marketing Load: Best for infrequent needs or manual lists where data resources are not available to script an extract.

Using Member Lists in Audience Insights

Once loaded, Member Lists appear as criteria within Audience Insights. You can select them to build your target audience or to suppress specific groups.

• Inclusions: Select a Member List (e.g., "Active MyChart User") to target only those individuals. You can combine this with other criteria, such as "Encounters in the last 30 days," to further refine the audience.
• Exclusions: Use Member Lists to remove specific groups from a campaign. For example, you may want to exclude a list named "Employees" or "Foundation Donors" from a broad acquisition campaign.

Tip: You can create multiple Member Lists to manage different segments (e.g., "Volunteers," "Board Members," "Past Event Attendees") and mix and match them within your Audience Groups.

Campaign Tracking and Reporting

Loading a Member List to the platform does not inherently produce downstream tracking. To generate tracking data and reporting:

1. Create an Audience: Use the Member List as criteria to generate an audience in Audience Insights.
2. Associate with a Campaign: Activate that audience to a specific campaign (e.g., Direct Mail or Marketing Automation sync).

Once the audience derived from the Member List is configured to a campaign, downstream encounters will be tracked based on the contact date.

Note: While downstream encounters are tracked once associated with a campaign, "Leads" (responses to CTAs) require specific tactic and tracking configuration. Using a Member List alone creates the audience for the campaign but does not automatically generate Lead activity unless response mechanisms are configured.