Some states, like California and New York, have introduced new laws and regulations around auto-renewal payments. Even if your organization isn't based in a country or state with these regulations, we suggest providing auto-renew compliance mechanisms for your organization and members as a best practice. If your organization accepts automatic recurring member dues, see All about auto-renew payment compliance for best practices and steps to ensure compliance.
To search for members enrolled in auto-renewal payments
If auto-renew is set to required or optional for a member type, the Set to Auto Renew attribute will appear in the member profile - for members of that type - with a yes or no selection.
This is the easiest way to confirm if a specific member is enrolled in auto-renew payments. To conduct a bulk search for members enrolled in auto renewal payments, you can export your member list.
Navigate to Profile List, then conduct an advanced search for all, or a specific subset of members. Run your search, then tag each member in your list that you want to export. Click Actions in the bottom right corner of the screen, then click Export Profiles.
In the export profiles module, include the attribute [Auto Renew]. Click EXPORT once you've added all the attributes you want to export.
Navigate to Reporting > Exports, then click DOWNLOAD FILE to download a copy of your export.
In your spreadsheet, any member with a Yes in the auto-renew column is enrolled in automatic renewal payments. If the column is blank, they are not.
For more information, see Auto-renew payments.