- Renewal (Renewal-Same, Renewal-Upgrade, Renewal-Downgrade)
You can renew memberships for constituents whose memberships have lapsed or are no longer active. Renewing a membership keeps the membership in an active standing. You cannot renew a membership that has been dropped. During the renewal process, you can also upgrade or downgrade a membership. When you perform a renewal/upgrade or renewal/downgrade, the member renews the membership for an additional membership year at a higher or lower level than the original membership.
- Rejoined (Rejoined-Same, Rejoined-Upgrade, Rejoined-Downgrade)
When you rejoin a membership, you reinstate a dropped member to active status. When you rejoin a dropped membership, you maintain a record of all previous membership transactions. During the rejoin process, you can also upgrade or downgrade a membership.
Upgrading a constituent's membership transfers a current membership to a higher membership level. For example, a constituent joins at the Individual level and later decides to upgrade to a Family membership. With the upgrade option, you can change the level of the membership without having to drop the current membership and create a new one. This is helpful if you want to upgrade the membership, but still keep a record, for historic purposes, of the original membership transactions for each record.
Downgrading a constituent's membership transfers a current membership to a lower membership level. For example, a constituent joins at the Contributor level and later goes back to school, meriting a downgrade to a Student membership. This transaction type is helpful if you want to downgrade the membership, but keep a record for historic purposes of the original membership transaction for each record.
You can drop a member regardless of the membership standing. Dropping a membership is useful if you want to keep a record of a constituent's past membership activity, but you no longer want the membership to be active. The standing of active members changes to lapsed if they do not renew their membership before the deadline you establish in Configuration
Note: Regarding data entry options, if you prefer to only use upgrade or downgrade directly and only use renew or rejoin when the membership category remains the same then you will potentially increase the number of transactions that occur. For example, rather than having one transaction type of rejoin-upgrade you will first need to rejoin a membership and then add a second transaction of upgrade. If you prefer to have fewer transactions listed on a membership record then use the sub types for renewals and rejoins. Within a query, you can still group all of the renewals or all of the rejoins by querying on All Renewed On Dates or All Rejoined On Dates. This way the query will include membership renewals or rejoins regardless of the specific transaction sub type.