Up Membership Renewals with Membee Automations

Posted on June 21, 2017 in Associations, Chambers, Feature Updates, Membership, Nonprofit

Come and watch a quick overview video of membership renewals in Membee!

On this week’s Latest Buzz blog we are focusing on membership renewals and how to use Membee’s powerful automations to get this done, eliminating hours of work for you! Why wouldn’t you want to get renewals easier, and faster!?

Come and watch a quick overview video of membership renewals in Membee!

Want to stop spending valuable staff time and resources managing a multitude of administrative tasks? With the power of Automations, Membee’s users are able to shift the focus on expanding their organizations, without neglecting their membership and event management duties.

The specific Automation’s we will cover today is Membee’s Pre-renewal automation and the Renewal automation. When implemented, these automations can result in more members renewing and renewing quicker… meaning more money in your organizations pocket!

Automating Membership Renewal

The video below will give you a quick overview of membership renewals in Membee:

When members are approaching their renewal date, you can set up Membee to fully automate the entire membership renewal process.

You can send all invoices via email – members have instant access to view and pay their invoice on your existing website through a link contained in this email.

Always Pre-Bill Members for Renewal

The following automations assist with membership renewal billing:

Pre-Renewal Email
Renewal Billing

The Pre-Renewal Email is sent in advance of the actual membership renewal invoice.

Think of this as “greasing the wheel” as this automation gets members thinking about their renewal before they receive their invoice.

The Renewal Billing automation posts the membership renewal invoices and sends an email to the member.

They will be able to renew their membership directly through this email using a link, no login required! And remember, any email Membee sends is generated from a template, so you control 100% of messages sent to members.

Afraid Something Will Go Wrong? Don’t Quite Trust It?

We get that. These are powerful features but they also represent positive but significant changes in how your organization operates.

You will ALWAYS:

be notified via email before an Automation is run, and after it runs
know exactly what will be sent out and how it looks with plenty of time to make any adjustments
be sent notification emails (That include PDFs, who will be receiving the automation, etc.)

Here is an example of the notification Membee provides to you in advance of the automation actually doing the work. In this, the notification pertains to the Renewal Invoicing automation:

[Click image to enlarge]

Every time Membee communicates with a member, it immediately writes a detailed “note-to-file” on the member record.

All of these notes are visible in Notes & To Dos found on the Activities tab of the member’s record.

The screenshot below is an example of the note-to-file written when an invoice reminder is sent to the member:

Capturing the Stragglers With the Cancellations Automation

Let Membee’s Cancellations automation manage your cancellations and suspensions for you.

When activating the cancellation/suspension feature members will still technically be members, but their account will now have a “suspended” status until payment occurs, or until the date you specified to have Membee completely cancel the member.

You can pick and choose which features you would want to take away from suspended members, such as:

Disable members listing in Directory
Remove from groups
Remove from Committees
Deactivate users
etc.

Read more about this feature in a previous Latest Buzz post:

Membee's Automations Deliver Results in Membership Renewal

It’s a No-Brainer!

These automations help to free up hours of admin time that used to be spent;

posting invoices
delivering invoices
sorting through invoices to see who has paid
sorting through invoices to see who has not paid
sending renewal reminder emails
remembering to send reminder communication, again
cancelling non-renewals
removing cancelled members from the directory
removing cancelled members from committees
deactivating logins for cancelled members
communicating cancellation

Membee is designed to help you save time. Take advantage of all that your Membee subscription offers, and let Membee be the MVP of your team!

Here is everything you need to get started is right here in this Help From the Hive article (have your Membee username and password handy when you click the link):

Save time by letting Membee Automate your Membership Life Cycle