Change anything you want, except your name!

Change anything you want, except your name!

This is an oldy but a goody, but since it came up with a client recently, I'll share it again.

As a rule, you should allow your members and customers to update any of their primary contact information (e.g., address, phone, etc.) online, EXCEPT for their name. Why?

Because what sometimes happens is a member will leave an association and someone new will replace that person in their job. And then the new person will overwrite the name of the "old" person. And the end result is the history of that "old" person is attached to the new person. And now your data is bad!

(I see this most commonly with trade association membership where a primary rep may be updating other contacts within their organization.)

So what if someone needs to change their name? They should contact your association and allow staff to make the change. If it's the same person with a new name, that's an easy change. But if it's a new person replacing the existing person, then staff has some additional work to do, but it's work you want the staff to do.

So if your current system allows your members and customers to update their field names, fix that now! You'll thank me later.

Wes's Wednesday Wisdom Archives

Opting out and communication preferences

September 4, 2024

Opting out and communication preferences Last week’s newsletter discussed the need for associations to collect mobile […]

Are you collecting mobile phone numbers? You should be.

August 28, 2024

Are you collecting mobile phone numbers? You should be. Are you collecting (and using) the […]

Spend less time on data management and more on higher value activities

August 21, 2024

Spend less time on data management and more on higher value activities Data management is very […]

If you don’t trust your vendor…

July 24, 2024

If you don’t trust your vendor… When I start an AMS selection project with a […]

Your RFP should go to no more than five vendors!

July 17, 2024

Your RFP should go to no more than five vendors! As a rule, when I […]

Be concise!

July 10, 2024

Be concise! I started a monthly newsletter almost 25 years ago (which I recently discontinued). […]

A great example of a data integrity report!

June 26, 2024

A great example of a data integrity report! A couple months back I discussed the […]

“If you keep doin’ what you’re doin’, you’ll keep gettin’ what you’re gettin’.”

June 5, 2024

“If you keep doin’ what you’re doin’, you’ll keep gettin’ what you’re gettin’.” I saw […]

Rather than adding something new, try subtracting

May 29, 2024

Rather than adding something new, try subtracting I read recently that sociological research suggests, when presented […]

It’s always people, process, and technology

May 22, 2024

It’s always people, process, and technology I speak and write a lot about people, process, […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top