• Set up how renewal notices should be sent for each membership category:



       
      1. In Configuration, click Membership Categories.
       
      • Open each Membership Category for which renewal notices should be sent.
       
      • On the Renewal Information tab, define what letters you are sending and when:
        1. Place your cursor in the Letters field and press F7.
         
        • Add the name of your Word letter and click OK.
         
        • Complete the other fields:
          • Letters - Indicate which letter to send for the renewal notice.
           
          • Comments - Enter additional comments to include with this renewal.
           
          • No. - Number of days, weeks, months, or years before or after expiration that a renewal notice should be sent.
           
          • Frequency - Functions with the No. column to determine days, weeks, months, or years before or after expiration that a renewal notice should be sent.
           
          • Before/After - Indicates if the renewal notice should be sent before or after expiration of membership.



           
          • Save and close the membership category.





           
          • Create the mailing:



             
            1. In Mail, select Renewal Notices and click New.
             
            • Select the appropriate Notice Type. If creating custom renewal notices, select Create custom data file.
             
            • Select the Date range of those expiration dates of memberships to include.
             
            • Date of notice is the date you plan to mail the renewals. This date is used to determine if the membership will receive a letter based upon what is entered in Config. For example, let's say you have a membership which expires on 9/1/2003. You include 9/1/2003 in the date range for the mailing. That membership Category in Configuration says you will send a letter 2 weeks before expiration. This means you plan to mail to them beginning 8/18/2003. If you enter todays date into Date of notice, then Raiser's Edge will not include them in the mailing. If you enter 8/18/2003 as the Date of notice, then it will. This is needed because you may wish to send more than one letter to prompt the member to renew.
             
            • Select the Fields you want in the letter on the Fields to Include tab.
             
            • Complete the other tabs as needed.