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Renewal emails

For each membership level , you can automate the renewal process by providing for timed email reminders to be sent to the member and/or the organization contact. To manage the delivery of renewal emails, go to the Renewal policy tab for each membership level.

From the Renewal policy tab, you can enable or disable the following renewal reminders and actions.

14 days before renewal date

Generate and email invoice
A membership renewal notice and an invoice will be automatically generated and emailed to active members who have not yet renewed, and their membership status will be changed to Pending - Renewal. Depending on your routing settings, a copy of the email may also be sent to one or more administrators. If the member clicks the View invoice online link within the emailed invoice, they will be able to view and pay the invoice online without logging in.

Once this option is enabled, the renewal invoice will be emailed regardless of the settings on Invoice settings screen. This option is not available for levels with automatic recurring payments.

Send renewal reminder email 1
Reminder email will be sent to member and/or site or bundle administrator. To modify the reminder email, click the renewal reminder email 1 link.

7 days before renewal date

Send renewal reminder email 2
Reminder email will be sent to member and/or site or bundle administrator. To modify the reminder email, click the renewal reminder email 2 link.

Renewal date

Send renewal day email notice
Renewal day email notice will be sent to member and/or site or bundle administrator. To modify the renewal day email notice, click the renewal day email notice link.

If not renewed within 7 days

Change renewal period to never
Renewal period for the member will be changed to Never.

Change membership level to
Membership level for the member will be changed to the level you choose.

Send grace period email notice
Grace period email notice will be sent to member and/or site or bundle administrator. To modify the grace period email notice, click the grace period email notice link.

If not renewed within 14 days

Delete renewal invoice
Membership renewal invoice will be automatically deleted for members with a status of Pending - Renewal if not fully paid within the specified number of days following the renewal date. The invoice will be deleted whether generated automatically or manually.

Change status to lapsed
Membership status of the member will be changed to Lapsed.

Change renewal period to never
Renewal period for the member will be changed to Never.

Change membership level
Membership level for the member will be changed to the level you choose.

Suspend membership
Suspend the member, converting them to a non-member contact. Membership details will be remembered, and the membership can be resumed by an administrator.

Archive record
Archive the member's record.

Send lapsed email notice
Lapsed email notice will be sent to member and/or site or bundle administrator. To modify the lapsed email notice, click the lapsed email notice link.

Bundle levels have the option of sending renewal reminders emails to bundle members and administrators, as well as the organization contact.

You can also control who receives the renewal pending and renewal confirmed emails. The renewal pending email is sent when a renewal invoice has been automatically generated by the system or manually generated by the administrator, or when the member has already started the renewal but has not completed the payment. The emails can be sent to the member and/or the site or bundle administrator.

When you create a membership level, the renewal reminder emails are copied from the default membership emails. You can customize the default membership emails or modify reminder emails for individual membership levels. 

For instructions on customizing the default renewal emails, see Customizing default membership emails.

 

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