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Retain surveys

Retain is GreekManage's retention analytics module. Officers run surveys, review results, and respond to at-risk alerts.

Open Retain​

In your sidebar: Operations → Retain.

You'll see:

  • Health score for your chapter (a composite of engagement, dues compliance, retention)
  • At-risk members flagged by the system
  • Active surveys — open surveys members can respond to
  • Recent survey results

The Retain dashboard. The Retain dashboard.

Run an existing survey​

Most surveys are authored by org admins (e.g., a quarterly satisfaction survey). To launch a copy for your chapter:

  1. From Retain, click Survey templates.
  2. Pick a template.
  3. Configure:
    • Recipients (all members, specific statuses, specific class years)
    • Open and close dates
    • Anonymity (default: anonymous; some templates allow named)
  4. Click Launch survey.

Members get a notification.

Build a one-off chapter survey​

If your org allows officer-authored surveys:

  1. Click New survey.
  2. Add a title and intro paragraph.
  3. Add questions:
    • Multiple choice (single or multi-select)
    • Rating scale (1–5, 1–10)
    • Text (short or long)
  4. Set anonymity and date window.
  5. Click Launch.

Encourage responses​

  • Post a bulletin announcing the survey.
  • Send a reminder from the survey detail page after a few days.
  • Talk about it in chapter meeting. Surveys with verbal context get 2–3× the response rate.

Review results​

When the survey closes:

  1. Open the survey from Retain.
  2. Click Results.
  3. Review:
    • Per-question summary (charts for ratings/multiple choice, list for text)
    • Response rate (and demographic breakdown if non-anonymous)
    • Word frequency for text responses (auto-generated)

Click Export for an XLSX with all responses.

Act on at-risk members​

The At-risk list shows members whose engagement signals are below threshold:

  • Missed last two events
  • No forum activity in 30 days
  • Overdue dues for 14+ days
  • Skipped recent surveys

Click any flagged member to see why they're flagged. Common follow-ups:

  • DM them to check in (use Messages)
  • Have a 1:1 conversation in person
  • Adjust their dues if there's a hardship situation
  • Remove the flag if there's context the system doesn't know

Surveys and privacy​

  • Anonymous surveys truly are anonymous — even officers and org admins can't see who said what.
  • Named surveys show responses with names but require members to opt in (a checkbox at submission).

Tips​

  • Short surveys finish. 5 questions get 70% response rates. 25 questions get 15%.
  • Always close the loop. Tell members what you learned from the last survey before launching another.
  • Use the at-risk list, don't ignore it. A flagged member who gets a check-in DM stays. One who's ignored often leaves.