Pre-configuration Tasks: (Follow these steps if you need to add a new membership renewal letter/package. If not, skip to Step 2.)
  1. Create a Membership Letter (Mail)
    1. In Marketing and Communications, click Letters, click View Letters
    2. Click Export Definitions
    3. Highlight Membership Renewal Effort (Mail), click Generate Header File
    4. Save the CSV file
    5. In Microsoft Word, using the mail merge function, select this CSV as the data source
    6. Write your letter, inserting merge fields as necessary into letter
    7. Save letter
  2. Add Membership Letter 
    1. In Marketing and Communications, click Letters, Add a Membership Letter
    2. Enter the Letter Name
    3. If the letter is a mailed letter, select Membership Renewal Effort (Mail) Export Definition
      1. Click Choose file to select the letter (Note: This letter must be in .docx format)
      2. Click Save
    4. If the letter is an email, select Membership Renewal Effort (Email) Export Definition. 
      1. In the content editor, enter the email's content. 
        1. Note: If you would like the email to have a direct link for the patron to renew their membership, click the Hyperlink button in your email. Insert the URL: For example: 
          Under Text to display, type what you'd like that renewal link to say. For example: Click here to renew.  Then click OK. This link creates a renewalpage for each patron that receives the email, with their member name(s) added to the form and their current membership level's button highlighted.  
      2. Click Save 
  3. Add a mail or Email Package, selecting this letter 
    1. In Marketing and Communications, click Packages
    2. Under Tasks, click Add a mail package
    3. Under Package Details, enter a unique name and description to help identify the package
    4. In the Category field, select the category for the package
    5. Under Costs, enter the cost of the package
    6. Under Primary Content, search for and select the letter to include in the package
    7. Click Save
Associate the Package with a Template:
  1. Marketing and Communications, select Membership Renewal Efforts, Select Templates
  2. Select your Membership Renewal Template
  3. On the Membership Rules Tab, Select Add
  4. Create your segment
    1. Select the Magnifying Glass, Add
    2. Name the Membership Segment (i.e. Membership Renewal - X months after expiration)
    3. Add a selection for the membership program you would like to mail to
      1. Add Smart Query, Select Membership smart query
      2. Select the Membership Program
      3. Select the Membership level, if not mailing to a specific level leave this blank
      4. Check the box to Limit to memberships where the current month is choose X months after expiration
      5. Set Save Options, Name the query
      6. Save
    4. Add a selection of the Mailing preference you would like to use
      1. Search for an existing Mailing preference query or Add Smart Query, Select Membership mailing preferences smart query
      2. Select the Membership Program
      3. Select the Mailing Preference
      4. Set save options
      5. Save
    5. Add you Package
    6. Select the appropriate Address Processing Rules, Save
Process your Membership Renewals
  1. In Memberships, click the Membership Program.
  2. Click Process membership renewal notices
  3. Select the specific membership renewal notice in the drop down list
  4. Select to use an existing appeal or create a new appeal
  5. Click Start