Membership Renewal Efforts Workflow

Setting up membership renewal efforts requires several steps.

• Create export definitions to use with your membership renewal effort process - Export definitions enable you to specify several different templates that you can use when exporting an active membership renewal effort.

• Add membership renewal effort processes - Create processes to select memberships based on criteria, such as memberships due to expire. When you add membership renewal effort processes, you define a source code and define the universe and exclusions for the membership renewal effort.

• Define membership renewal effort rules - For each membership renewal effort process (template) you create, you can specify one or multiple membership rules. Membership rules determine when and how the program processes memberships. When you specify rules, you can also tie the membership renewal process to a segment to target specific sets of members with certain packages.

• Run a membership renewal effort process - Once you add or edit the membership renewal effort process, you run the process to create the membership renewal effort. You can also opt to activate and export the effort automatically when the membership renewal effort process is complete.

• Activate membership renewal efforts - By activating the membership renewal effort, you are specifying the appeal to be associated with any memberships that come in as a result of the membership renewal effort. You can activate the effort automatically when you run the membership renewal effort process or do it as a separate task.

• Create a membership renewal effort export process - Using the export definitions your system administrator defined for membership renewal efforts, you can add a process to export data fields for your membership renewal efforts. You can export the effort automatically when you run the membership effort process or do it as a separate task.

• Export data to complete the membership process - You can create an export file of the membership effort for use by a processing house or to import into another program.