Process Membership Renewal Notices

After you have set up membership renewal notices, run the membership renewal notices process to generate the renewal notices. When you run the membership renewal notices process, the program prepares renewal notices for constituents whose memberships will expire in the time intervals specified when you set up the membership renewal notices. For information about how to set up membership renewal notices, see Membership Renewal Notices.

When you start a membership renewal notice process, the program creates a status page of the process. On the Membership Renewal Notices status page, you can view the most recent run of the process, as well as access the Renewal Notices Status tab to see a history of all the instances the process was run.

After you generate membership renewal notices, you can merge the notices to Microsoft Word to print and then mail to constituents. You can also download the renewal notices as a .csv file to send to a third party to be printed and mailed, or emailed. You can also email the renewal notices directly to constituents.