Procedures for Individual Membership Renewal Campaign in Novi

Created by Tim Atkinson, Modified on Mon, 17 Oct 2022 at 05:42 PM by Tim Atkinson

The ideal member experience for individual renewals

This procedure is based on the concept that the best member experience will be for those members who have unique email addresses etc and can renew online.

They would receive emails that provide:

a) A breakdown of the cost of renewing

b) A direct link to where they can renew

During renewal we would encourage them to:

a) Update their member profile information

b) Provide voluntary contributions to the PEC etc

General setup

Auto-renew is completely disabled.

Renewal email directs the member to their member compass

The member goes through the Member compass renewal process, both updating their profile and editing their voluntary contributions.

a) Renewing in Member Compass

When a member visits the member compass they see a button to enable renewal

Clicking on this button takes them through a dues renewal procedure

Step1: Review their key member data (this is data we designated as key on the backend)

Step 2: Select the voluntary contributions prior to paying

b) Sending renewal invoices by mail

Some members require a printed invoice that they return with their dues check.  

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