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Organizing a Membership Renewal Campaign

September 26, 2018 - 9 - 11 AM PT | 10 AM - 12 PM MT | 12 - 2 PM ET

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For current CiviCRM users with some experience and who are comfortable with basic functionalities.

Your organization has a membership base and you want to make sure to keep it and even help it grow. But how? It can be a daunting task on an annual basis, but with CiviCRM, setting up a successful membership renewal campaign can become just another easy box to check off your list.

More details
This class will help you to master all the necessary steps to prepare a successful annual membership renewal campaign. We will explore the different approaches if you are using fixed or rolling memberships.

Leave this class with the skills to:

  • Define and plan the campaign
  • Execute the campaign
  • Clean and prepare data for the campaign outreach
  • Update membership settings
  • Configure an online membership page
  • Target members for renewal notices
  • Setup the renewal process that fits your organization structure
  • Manage the renewal emailing campaign
  • Monitor the renewal progress so you can decide on an action plan

Several CiviCRM modules including: Contact, CiviMember, CiviCampaign, CiviContribute, CiviMail and CiviReport will be used throughout the class. Experience with these modules is highly recommended.

Prerequisite recommendation: "Manage your Membership with CiviCRM" class or proficient knowledge of the CiviMember module. Class calendar 

Questions? Contact Susan Engeman, Cividesk Training Manager: susan@cividesk.com

September 26th, 2018 10:00 AM   through   12:00 PM
Your Computer
Mountain Time
United States
Phone: (720) 381-3939
Email:
Per person $ 40.00

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