Membership renewal reminders

Martin Drapeau
22 June 2021 2 min read

You can now program Activity Messenger to send membership renewal reminders a number of days before the membership expires. This is a great way to reminder your customer to renew their membership.

This new automated task works both with Amilia memberships and uploaded lists from Excel.

Building a list of members from Amilia

Click on Lists and Create. Choose Amilia memberships. Select the memberships. You can even filter on expiration date. Activity Messenger will import members, their membership and expiration date.

Building a list of members from Excel

Click on Lists and Create. Choose Upload an Excel/CSV file.

Two new columns can be imported:

  • membership name
  • expiration date

Configuring membership renewal reminders

Click on Automation and Create. Choose Membership renewal.

Choose a list you have imported and configure the message. You can even CC your staff to let them know.

Use the built-in simulator to determine who will receive a message on a given day.

The automated task has a default template with placeholders for the membership name and the expiration date. Feel free to modify the template or create your own.

Need help to set up membership renewal? Reply to this email and we’ll be happy to lend a hand.

Martin & Olivier

Written by Martin Drapeau Martin is the former CTO of Amilia who for 6 years helped to build the company’s product, technology and team from 15 to 110 people.

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