Touchpoint Software Documentation | Recent Decision Type

Recent Decision Type

This Condition located on the Membership category tab in Search Builder is looking at the Decision Type on a person’s Member Profile tab. You enter the number of days to look back, which will look at the Decision Date.

If you are using the Automated Membership Process in TouchPoint, there are a number of Membership statuses and types that will get set automatically once you record the Decision Type (and date), otherwise, you will have to record each one manually.

Tip

You can also find Decision information (and drill down to the details in Search Builder) from the Decision Summary Report.

The Decision Types will be different for your database if your Admin has changed them. The standard Decision Types are as follows:

  • Unknown
  • POF for Membership
  • POF NOT for Membership
  • Letter in from another church
  • Statement
  • Statement requiring Baptism
  • Canceled

Use Case

If you want to run a search every week for those who made a certain type of Decision during the past week, use 7 for the Number of Days and select the Decision Type you want to track. You can then run the search every week after the decisions have been posted.

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