Send membership renewal reminders through automation (Membership V2)

Send membership renewal reminders through automation (Membership V2)

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 1: Go to Workflow automation >> Workflow



Step 2: Click on Create 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 link 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 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

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