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Members, Renewals and Communications

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Renewals are where the revenue leaks

Members do not usually decide to leave. They forget to renew, their card expires, or the reminder went to an old address. Each of those is preventable.

A membership organisation that fixes its renewal process usually recovers more revenue than any recruitment campaign would produce, for a fraction of the effort.

What the renewal process needs

  1. Reminders at sensible intervals before expiry, not after
  2. Card expiry warnings before the payment is attempted
  3. Retry logic on failed payments, with notification
  4. One-click renewal that does not require a login they have forgotten
  5. A grace period before access is removed

Member self-service reduces admin

  • Update contact details and preferences
  • Change payment method
  • Download receipts and certificates
  • See their own membership history
  • Manage communication preferences properly

Every one of those is an administrative contact that stops happening, and members prefer it to emailing an office.

Categories and rules get complicated

Concessionary rates, corporate memberships covering several individuals, life members, honorary members, students who graduate into full membership. Most organisations have several of these.

Modelling them properly at the start avoids a system where half the members are handled as exceptions.

Communications and consent

RequirementWhy
Preferences recorded per channelMembers choose how to hear from you
Consent dated and evidencedCompliance
Segmented sendingRelevance
Unsubscribe honoured immediatelyLegal and practical
A record of what was sentAnswering queries

Frequently asked questions

Should we use membership software instead?

Look at it first — several are good. Custom is warranted where your membership categories or renewal rules are unusual.

How much revenue does renewal automation recover?

Varies, and it is frequently the largest single improvement available to a membership organisation.

What about members who do not use email?

Record channel preferences and support post where necessary. Assuming everyone is reachable by email loses members quietly.

Can it integrate with our accounts?

Yes, and it should. Membership income reconciling automatically removes a substantial monthly task.

Keep reading

Members lapsing without deciding to?

That is a renewal process problem, and it is usually the cheapest revenue available. Happy to look.

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