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Sending one-off Renewal Reminders
Sending one-off Renewal Reminders

Learn more about how you can send one-off Renewal Reminders (in addition to the automated Renewal Reminders).

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a month ago

Summary

Within Join It, organizations have various options for sending emails to their members. One of the most valuable types of emails is the Renewal Reminder, which can be sent in two forms: Automated Renewal Reminders, and One-Off Renewal Reminders.

This article outlines the key differences between these reminder types and provides a detailed guide on how to send one-off renewal reminders to your members.

Types of Renewal Reminders

Automated Renewal Reminders

Organizations can set up and customize automated Renewal Reminders to be sent out ahead of an expiration date. For example, members may receive a message 30 days before their membership expires.

Decription of screenshot: Displaying where to create an automated renewal reminder within the Dashboard

One-off Renewal Reminders

In addition to automated Renewal Reminders, organizations can send one-off reminders using the Quick & Easy email tool. This option offers flexible targeting, allowing you to send reminders whenever needed. For instance, you can target memberships that expire between December 1st and January 1st.

Targeting Options for One-off Renewal Reminders

You can tailor your one-off Renewal Reminders using various targeting options:

Expiration Date

Target memberships based on a range of expiration dates.

Membership Type

Target memberships based on their membership type.

Status

Target memberships based on their status (e.g., Active, Expired, Pending).

Joined Date

Target memberships based on the date they joined.

Description of screenshot: Displaying the targeting options for one-off renewal reminders

Step by Step Guide

Follow these steps to send one-off Renewal Reminders:

Navigate to the Quick & Easy Emails Tool

  • Use the side-bar navigation to go to Communication > Quick & Easy Emails.

  • Click on the "Send Emails" button or use one of the Renewal Reminders shortcuts to send to a pre-made segment.

Select Your Target Audience

  • Choose who you want to target based on the available criteria.

Customize the Renewal Reminder Template

  • Select the 'Renewal Reminder' template.

  • Add any additional text you want to include in the reminder.

Review and Send

  • Double-check your audience selection and the content of your message.

  • Once you’re satisfied, go ahead and send the reminder!

Description of screenshot: Displaying where to create the one-off renewal email

By following these steps, you can effectively manage and send personalized Renewal Reminders to keep your membership engaged and informed.

To learn more about how Member renewal works, please read this article: https://support.joinit.com/en/articles/4665349-how-member-renewals-work

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