Use the Scheduled Reminders tool in CiviCRM for membership renewals

Spring membership drives are in full swing so it is important to know how to effectively launch your membership renewal campaign from within CiviCRM. With that in mind, be sure you are taking advantage of the "Scheduled Reminders" feature! It is a great tool to make sure each member receives a timely email from the system reminding them that their membership is about to expire.

When including a personalized link for members to renew online, if you have members who joined as organizations, the link must be sent to the primary individual contact for that organization who has permission to modify the organization record. By default, CiviCRM sends the reminder to the primary member (the organization) as well as all the related contacts who have permission to modify the organization record. If the member organization has more than one contact with permission, each contact will receive the reminder, and each of them will be able to renew the membership on behalf of the organization, possibly concurrently. This is why we recommend setting only one contact with permission per organization. Also keep in mind, if the member organization has no related contact with permission, no one will receive the email reminder.

You can learn more about the steps to set up your scheduled reminders properly in our Knowledge Base.

>>>Cividesk Customers: you can access the Knowledge Base via the Desk, in the top right menu of your CiviCRM.
Go to: Membership > How do I configure scheduled reminders for organization membership renewal?

Still have questions? Contact us!