Renewal notification settings control which emails a member type receives and when they send. Most member types share your default settings, with overrides applied to individual types as needed. This article covers the renewal, grace period, lapsed, and payment notifications available for each member type.
Note: Some states regulate auto-renewal payments. State the charge amount, the frequency, and the opt-out steps in your renewal notifications. For details, see All about auto-renew payment compliance.
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Customizing notifications for a member type
To override your default settings for one member type:
- Go to Database > Member Types.
- Select EDIT NOTIFICATIONS for the member type.
- Edit the notifications for that type.
Edits here override the default settings for the selected member type only. Each notification is set up the same way as your defaults, described in Default member type notification settings.
Warning: APPLY DEFAULT NOTIFICATIONS overwrites every custom notification setting for that member type and replaces it with your defaults. The custom settings cannot be recovered.
The number of days you set counts the member's expiration date in its calculation. A member expiring October 10, with the notification set to 10 days before, receives the email on October 1.
Renewal notification emails
Create up to 4 renewal notifications to send before a member's expiration date. Sending the first one starts the member's Renewal Period. If Attach invoice to all notifications is selected, a renewal invoice generates automatically for the dues amount set in the member type settings.
The Click here to pay this invoice link generates automatically in each reminder email.
On the invoice, the member selects Pay to pay by credit card, or Download to print the invoice and mail it with a check. Paying by card requires a configured payment processor.
Caution: Voiding a renewal invoice removes the profile from the renewal cycle, and the member cannot renew again. For the correct way to remove a member from their renewal period, see Voiding renewal invoices and ending renewal periods.
Grace period notifications
Create up to 4 grace period notifications to send before a member's grace period ends. Graced members keep their membership privileges, and each notification includes the Click here to pay this invoice link.
Without a grace period configured, members move straight from active to lapsed.
Lapsed notifications
Create up to 4 lapsed notifications to send after the grace period ends and membership lapses. Each one includes the Click here to pay this invoice link.
Lapsed profiles cannot log in to your site. To regain benefits, they renew by taking a renewal form. For the difference between Lapsed and Lapsed - In Renewal Period, and for what to do before turning on Membership Automation, see Member statuses.
Payment confirmation and failure notifications
The Payment Confirmation and Payment Failure emails also send from this page. Members receive one when they pay a renewal invoice successfully, and the other when a payment fails on the payment screen.
Select EDIT PAYMENT CONFIRMATION NOTIFICATION or EDIT PAYMENT FAILURE NOTIFICATION to change either template. To stop one of these emails entirely, select REMOVE to delete the template.
Tip: To copy an administrator on these emails, add their address to the BCC Email field in the email editor.