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Understanding At-Risk Alerts

Metaintro marks members At Risk after 90 days without activity. Here is how to find them, and what automatic alerts will add when they launch.

Enterprise

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Engagement Status

Some members drift away quietly. Every member has an engagement status so your team can notice early: Active, Needs Attention after 30 days with no activity, and At Risk after 90 days. You will see the status on the member's record and can filter the member table on Home by it.

Coming Soon: Automatic Alerts

Automatic alerts that notify you when a member becomes at risk are coming soon. We will add full details here when they launch.

What You Can Do Today

  • Check Gone quiet on Home: members with no contact for longer than your quiet threshold.
  • Check Not search-ready on Home: members missing details that matching needs.
  • Open the bell: your open alerts are grouped by type and priority.
  • Check Progress in Analytics: it groups members into On track, Near target, Behind schedule and Needs attention.

Frequently Asked Questions

Will at-risk alerts appear in my notifications?

Not yet. The At Risk status shows on the member's record and in the member table on Home today. Automatic alerts are coming soon.

What should I do with a member who has gone quiet?

Reach out, then log a check-in and set a follow-up.

Where can I see members who are behind?

Open Analytics, then the Progress tab.

What to do next

Need Help?

Email support@metaintro.com with any questions.

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