How to Send Renewal Reminders Instantly

If you are looking to send the renewal reminder to a membership category outside your renewal reminder schedule, this is the tool you need.  This article will guide you through how to send the renewal reminder to a group of people based on a membership category with a renewal date between two set dates or on an individual basis.

This tool is best used when running an extended renewal drive outside the normal renewal reminder schedule.

How to Access the Renewal Reminders

1. From the admin dashboard, hover over 'Membership' in the main menu and click on 'Renewal Reminder.'

How to send a Renewal Reminder instantly to an individual

Option One: Send the Renewal Reminder from the Renewal Reminders Page

1. From the Renewal Reminders Page, scroll down to the member's chart.

2. Find the individual you want to send the renewal reminder to and click on the envelope icon to the left of their name. 

3. Then, you can review the renewal email and adjust as needed before clicking the 'Send' button.

IMPORTANT NOTE: The renewal reminder that is available for review is the default renewal reminder email found in the membership category on the automatic email tab of the membership needed to be renewed.

Option 2: Send the Renewal Reminder from the Contact Record

1. On the Contact Recond of a contact in the renewal process or has passed. Go to the Membership/Subscription Summary.

2. Click on the envelope icon to the right of the renewal date.

3. Review the Renewal Reminder email to ensure it is correct and doesn't need to be updated. If the email is correct click 'Send Email.'

IMPORTANT NOTE: The renewal reminder that is available for review is the default renewal reminder email found in the membership category on the automatic email tab of the membership needed to be renewed.

How to Send The Renewal Reminder to a Group of Members

1. From the Renewal Reminders Page, scroll down to the member's chart.

2. Select the membership category you want to send the renewal reminder by clicking on 'Filter by Category' and select the category.

3. Next, select the date range for 'Who have a renewal date between:.'  by adding a 'Start' and 'End' date that will align with the renewal date of the members you want to send the renewal reminder.

IMPORTANT NOTE:  You must select a timeframe for the renewal date, or you cannot send the renewal reminder.

4. Once the renewal date range is selected, the contact will filter to who matches those filters in the chart for your review.

5. Click 'Send Bulk Reminders' to send the Renewal Reminder to the contact in the chart.

IMPORTANT NOTE: The renewal reminder that is available for review is the default renewal reminder email found in the membership category on the automatic email tab of the membership needed to be renewed.