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Create a New Contact Group for Next Year's Membership

One ongoing group, kept current automatically as members join and renew - no need to recreate it each season.

You usually don't need a new group each year

If your membership level itself continues from year to year (rather than being recreated each season - see Guide: Getting Ready for Renewal Season), the same Contact Group can keep working indefinitely. Set that group as the level's Auto-add Member to Group once, and every Contact who joins or renews into that level is added to the group automatically - there's nothing to recreate each season.

Checking your group is set up correctly

Go to Memberships > Membership Levels and select your ongoing membership level.

Under Access & Sharing, check the Auto-add Member to Group field - your ongoing group (e.g. "Ordinary Members", not "2017 Ordinary Members") should be listed there.

If it's not there yet, you can add one now - this only needs doing once. Go to Contacts > Groups > Add if you need to create the group first, giving it a name that doesn't tie it to a specific year, then add it to the level's Auto-add Member to Group field above.

From then on, as members join or renew into this level, TidyHQ keeps the group current for you - no annual swap required.

Renewal reminder emails are a separate setting on the same Membership Level - see Membership Message Emails for how those work.


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