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How Member Renewals work

Learn how to guide your members through a smooth and simple renewal process.

Leah Pelkey avatar
Written by Leah Pelkey
Updated yesterday

Summary

When it’s time for your organization’s renewals to process, Join It makes the experience simple for both you and your members. Whether you’re using rolling renewals or a fixed expiration date, the platform helps you:

  • Send timely reminders

  • Prepopulate member information to speed up checkout

  • Reduce churn by making renewal effortless

Renewal Reminder Options

There are two main ways to send out renewal reminders:

Quick & Easy Emails (manual)

  • Go to the Communications tab → Quick & Easy EmailSend Emails.

  • You can send reminders manually at any time.

  • Best for organizations that want to control the exact timing or messaging.

  • Learn more about sending Quick & Easy Emails here.

Automated Renewal Reminders

  • Go to the Communications tab → Automated Emails. From here, you can manage all your automated messages.

  • Automatically send reminders 1, 2, 7, or 30 days before expiration.

  • You can schedule multiple reminders (e.g., 30 days and 7 days prior).

  • Saves time and ensures no one slips through the cracks.

  • Learn more about setting up Automated Renewal Reminders here.

Inactive Notices

  • Work similarly to Renewal Reminders.

  • Trigger when a membership has expired or been canceled.

  • Great for re-engaging lapsed members.

  • Learn more about Inactive Notices here.

Member Renewal Experience

From an Email Reminder

  1. The member receives an email with a green Renew Membership button.

  2. Clicking the button takes them directly to the renewal checkout page.

  3. Their existing information is prefilled. From there, they can:

    • Update details

    • Agree to waivers

    • Enter payment information

If you have an automated confirmation email set up (Type B), the member will receive a confirmation once renewal is complete.

Description of screenshot: Displaying the Renewal Reminder Email

From the Member Portal

  1. Members log in using their email and password.

    • If they haven’t claimed their account yet (e.g., bulk imported members), you can help them with this article.

  2. Once logged in, they’ll see a Renew Membership option.

  3. Clicking this takes them to the renewal checkout page to complete payment.

Description of screenshot: Displaying the Renew Membership button in the Member portal

Best Practices

  • Test it out: Add yourself as a member and send a renewal reminder to see the process firsthand. It’s the easiest way to understand the member experience!

  • Keep Fixed Expiration Dates up to date: If your membership types use fixed expiration dates, be sure to update them before sending reminders. This ensures members renew into the correct new cycle. Learn more about fixed expiration date memberships here.

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