Segmenting your communications

At the start of each month, the CII uploads an electronic copy of your local institute’s membership data to this site within the DATA section.

A nominated council member, normally the Secretary will be able to access this data. The membership data is supplied in a Microsoft Excel spreadsheet (.xls or .xlsx file) for ease of use and analysis.

You will be sent two separate files, one detailing all of your members at the start of the current month, and one that details members who have joined your institute, resigned, died or whose membership has lapsed in the last month.

The membership spreadsheet will contain key information on all members that are affiliated to your local institute.

This includes:

Personal information (name, pin number, address, date of birth, contact details)
Professional details (employer, job type, level of role)
Membership information (qualifications held, membership of faculties, chartered status)

This information is invaluable in helping your institute determine how best to serve its members but can also be used to adequately target members with communications that are relevant and fit for purpose.

Key criteria that you may want to identify include:

Split between CII and PFS members
Basic demographic information (such as gender and age)
Level of CII qualification
Faculty membership
Location (place of work and residing address)
Employers

More information on analysing data can be obtained from the membership data guide which can be accessed below.

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