To create a clean and accurate group for next season's membership, it's good practice to start off by creating a new contact group.
In this example, the renewal is due for the existing 2017 Membership. We're going to create a new contact group called '2017 Ordinary Members' to collect all these contacts together.
Go to Contacts > Groups > Add
Next we'll edit the '2017 Membership' Membership Level.
To do this, we go to Memberships > Membership Levels and select the membership name to open up editing.
Now, under the heading New Member Data, there is an option Auto-add Member to Group. We simply search and Add the contact group we just created.
Next, make sure the auto-renewal reminders box is ticked.
So now we've set automatic reminders to occur, Tidy will send out a generic reminder email to everyone who's currently a member.
The email will look something like this:
Now if members renew online via TidyHQ, the system will automatically update the member's contact profile with the next membership term and they will also be auto-added to the 2017 Ordinary Members group.
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