Create a New Contact Group for Next Year's Membership

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.

Step 1.

Go to Contacts > Groups > Add

Step 2.

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.

Step 3.
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.

Step 4.

Next, make sure the auto-renewal reminders box is ticked.

Step 5.

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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