Membership Renewal Effort Records

When a membership renewal effort process runs successfully, the program automatically creates a membership renewal effort record.

Using the tabs on the membership renewal effort record, you can manage all aspects of it, including editing universe or exclusion criteria, and segments, and more.

Most of the renewal effort options become locked after activation. You can only change the names of segments and package costs. The universe and exclusions tabs are locked.

To view the activation status of the membership renewal effort, select View activation status.