Membership Due & Overdue Schedules

Membership Due & Overdue Schedules

Contents

Intro
Membership Due Email
Membership Overdue Email
Membership Due & Overdue Letters
FAQ
Related Guides

Membership Due & Overdue Email Schedules

Unlike other System Emails, the Membership Due and Membership Overdue system emails can be configured to go out automatically on a schedule based on a constituent's membership's expiration date. To enable one of these types of email reminders, create one schedule. To add an additional email notification at another point in time before/after a membership expiration, create a second schedule. Repeat this process for both Membership Due and Membership Overdue emails to enable both. 

To view and edit schedules for these emails, navigate here: System Settings > Home/Dashboard > Communications > Transaction Acknowledgements > System Emails

Click "View Email Schedules". 

From the Schedule List Page, create a new schedule or modify an existing one. 

membership_due_schedule_list.png


Membership Due 

You can set up a Membership Due schedule to automatically send an email notification to current members a certain number of days in advance of their membership end date.

Trigger Days is the number of days prior to the membership expiration date that you would like your email to be sent. For example, if I set trigger days as 15 and my constituent's membership will expire on January 20, they will receive this email on January 5.

Setup_Membership_Due_Schedule.png


Membership Overdue

Set up a Membership Overdue Schedule to automatically send the email notification to constituents a certain number of days after their membership has lapsed. 

Trigger Days is the number of days after a membership's expiration date that you would like your email to be sent. 

In the example below, we've setup a schedule to send out the Membership Overdue email 14 days after a membership has expired. In this case, a member whose membership expires on December 1 will receive this email on December 15.

You can set up conditions and build new versions of the scheduled email in the same way you can for System Emails.


Membership Due & Overdue Letters

The Membership Due & Overdue Letters are enabled independently in 

System Settings > Home/Dashboard > Communications > Transaction Acknowledgements: System Letters.

The Membership Due & Overdue System Letters require an Advanced Day before they can be enabled. For Membership Due letters this determines how many days before the membership is due to add the letter to the mail merge queue. For Membership Overdue letters, this is the number of days after the membership has become due. add_advanced_day_before_enabling.png

Add the advanced day by going to View Settings and Versions next to Membership Due or Overdue. Edit the settings on this page.

edit_advanced_days.png

While there, you can also check the box for enabling the letter. 

advanced_days_screen.png

When these systems letters are enabled, they will still only send when:

  1. The membership is not set to auto-renew.
  2. The membership is not a complimentary membership. 

Learn how to configure system letters in this guide.


FAQ

Q: Will the Membership Due email be sent if the member has already renewed?

A: Yes. The email is still sent to members that have renewed unless they have auto-renewal enabled. For this reason, we suggest you add a note to your Membership Due email saying something like "If you have already renewed your membership, then please disregard this email."

Q: Will the Membership Overdue email be sent if the member has already renewed?

A. No.


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