Understanding Membership Renewal Options
| Written by
Elissa K. Miller |
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Doubleknot’s membership management solution makes it easy to recruit, retain, recognize and reward members at every touchpoint. When a membership enters the renewal period, members can renew or upgrade their membership in the following ways:
To select when the renewal option is presented in Sales Station and in the customer profile, follow these steps.
- Clicking a link in an automatic renewal notification. To view and set options for a membership renewal reminder, click Notifications on the management page for the membership.
- Checking in as a member during the renewal period. Sales Station will alert staff that the membership is in the renewal period and allow renewal by tapping the Renew button.
- Logging on at your organization and clicking the Renew button in their profile.
Upgrade, renewal and check-in options displayed to staff in Sales Station
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Upgrade and renewal options displayed to members who log on during the renewal period
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- In Constituent Management, click Utilities.
- Click Constituent Management Configuration. The Constituent Management Settings page is displayed.
- In the Membership Renewal Notice pop-up menu, select the number of days before the renewal date that you want the option to be displayed.
- Click Save.