Automate Membership Renewal Reminders | Keep Members Engaged with AiTrillion Membership V2

Send membership renewal reminders through automation

Introduction

Automated Membership Renewal Reminders! Now, effortlessly stay connected with your members by sending timely reminders for membership renewals. Streamline your communication process and ensure your members never miss out on renewing their memberships again.


Here are the steps to send membership renewal reminders through automation:




Step 2: Click on Create from scratch button.



Step 3: Drag and drop Date property.



Step 4: Select the Membership renewal date, Date filter, and flow repeat according to your need.



Step 5: Drag and drop Send email and connect the node to the trigger.



Step 6: Click on Send email, select Message and fill in all the details according to your need.


Now you will be able to send the renewal reminders through workflow


Create a email message for membership

Create a message by following the below steps:

Step 1: Go to Workflow automation >> Messages >> Click on Create from scratch.




Step 2: Click on Choose pre-made templates >> Click on Membership renewal >> Click on Use template.



Step 3: You can add/change the block as per your requirement through Personalization.




Important Notes

  • Ensure that the Workflow Automation module is enabled before creating membership renewal reminder workflows.
  • Membership renewal reminders help notify customers before their membership expires, improving retention and renewal rates.
  • You can create the workflow manually using the Create from scratch option.
  • Select the correct Membership renewal date trigger while configuring the workflow automation.
  • Configure the appropriate Date filter and Flow repeat settings based on when you want customers to receive renewal reminders.
  • Drag and connect the Send email action properly to the workflow trigger to ensure reminder emails are sent successfully.
  • Ensure that the email template used in the workflow is properly configured and active.
  • You can create a new email template or use the pre-made Membership renewal email template provided in the Email Messages section.
  • Customize the email template content, branding, and personalization variables according to your business requirements.
  • Always test the workflow and email template with a sample customer before enabling it for live customers.
  • Incorrect workflow connections or missing email actions may prevent reminder emails from being sent.
  • After configuring the workflow, ensure the workflow status is enabled or active.
  • Changes to workflows and email templates may take a few moments to reflect in the system.
  • Customers will only receive renewal reminders if they meet the configured workflow conditions and membership criteria.

Next ⏭️


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