Use case · Send renewal reminders automatically
How to send membership renewal reminders automatically
Renewal campaigns that trigger 90, 60, 30, and 7 days before expiration. Personalized with member history. Three-click renewal. Auto-renewal for members who want hands-off. Drops manual follow-up to near zero.
01 · The playbook
How to do it, step by step.
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01
Turn on the renewal sequence
Covey ships with a default renewal sequence. Turn it on; emails send on schedule to every member whose membership is within the window.
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02
Customize the copy if you want
Default templates work; yours might be better. Edit the subject, body, and call-to-action per level if you want.
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03
Add a lapsed-member sequence
Members who let their membership lapse trigger a re-engagement sequence: 30 days, 90 days, 365 days, with optional discount offers.
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04
Offer auto-renewal
Members who want hands-off choose auto-renew at signup. Reminder sent 30 days before charge so nobody is surprised.
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05
Report on renewal rate
Monthly renewal dashboard for your board: expected renewals, actual renewals, lapsed, reclaimed. No spreadsheet.
02 · What it gets you
The payoff.
- Renewal rate typically increases 15 to 30 percentage points after switching from manual to automated
- Admin time per renewal drops from minutes to zero
- Lapsed-member reclaim rate typically 10 to 20% with automated re-engagement
- Treasurer gets live data instead of month-end panic
Ready when you are
Do send renewal reminders automatically on Covey.
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