Renewal and past due notices are sent based on the number of days before or after the member’s renewal date that have been specified. We do not add any renewal or past due notices automatically, so you will need to add these in the Membership Level settings if you want members to receive the notices.

Maximize Your Renewals

It is important to create your own renewal notices to maximize your renewal rates and revenue. Here are some tips:

1. Remind your members what your organization does, what you have already accomplished, and how their membership contributes to the cause. Remind them of the benefits of membership, instead of focusing on penalties. If you have exciting plans or events for the future, this is a great opportunity to talk about that.
2. Provide directions on how and where to renew. Include the URL of the page on your website where members can login to renew (ie. your Member Manage page). If you allow payments by mail, provide the address where they should mail the checks to. Make it as easy and straightforward as possible for your members to renew.
   

Step by Step Instructions

Add a Renewal or Past Due Notice

Step 1: Locate Membership Levels 

Go to MembershipWorks > Labels & Membership > Membership Levels.

Step 2: Select Membership Level to Add Renewal/Past Due Notices 

Click on a membership level on the right. 

Step 3: Renewal Notices Tab
Click the Renewal Notices link at the top.

Step 4: Add/Edit Renewal and Past Due Notices 

Click on an existing renewal/past due notice to edit it or click on + Add Renewal/Past Due Notice at the bottom to add a new notice.

Step 5: Set Notification Type 

Next to Notification type, select Upcoming renewal notice or Past due notice from the dropdown.

Step 6: Select Number of Days to Send Notice 

Next to Send, enter the number of days before or after the member’s renewal date when you want the notice to be sent.

If you enter 7 in this field and Upcoming Renewal Notice is selected for the notification type, the notice will be sent 7 days before the member’s renewal date. If you enter 7 and Past due notice is selected for the notification type, the notice will be sent 7 days after the member’s renewal date.

Note that the notice will only be sent on that actual day (-0/+1 day). Notices will not be sent out retroactively, if the member's membership expiration date has already past the day, the notice will not be sent.

Step 7: Select Billing Options 

Next to Send notices to members on, you will see that all of the billing options, include Unassigned/Manual Billing, are selected. You can click to uncheck some of the billing options if you want the notice to be sent members on one particular billing option (e.g. Check, Recurring Credit Card, etc). However, if you uncheck any billing options, you will want to add a separate renewal notice to go out to members on those billing options.

Step 8: Customize Email Subject Line and Message 

Edit the content in the Email subject field and Email message box as needed and click OK when complete.

When adding a renewal or past due notice, you will see a default email message which includes tags that will insert the date the membership expires [end], their membership level [label], and the price/interval of the membership [amt]/[itv].

Click the Tags link in the toolbar to insert other tags into the email template.

Step 9: Repeat Steps to Add or Edit Additional Notices 

Repeat steps 4-8 to add or edit additional notices.

Step 10: Save & Close 

Click Close at the bottom when complete.

Renewal and past due notices are customized per membership level so you will need to repeat these steps for each paid membership level.

Temporarily Disable Renewal Notices

To temporarily disable renewal notices you can set the number of days to 99999.

Opt Out Specific Members From Renewal Notices

You can disable renewal notices to specific members by enabling the field "Do not send renewal notices" in their profiles. Note that you would first need to add this field to the Member Admin template under Customization. You can also add this field to the Member Manage template if you want members to enable that option themselves.