Use case · Send renewal reminders automatically
How to send membership renewal reminders automatically
Renewal reminders that go out 30, 14 and 7 days before expiration, or on your own schedule. 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 email
When a membership lapses, Covey can send the member a templated email automatically, with a discount code if you want one.
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04
Offer auto-renewal
Members who want hands-off choose auto-renew at signup. They still get the renewal reminders before the charge, so nobody is surprised.
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05
Keep an eye on renewals
The People page shows how many members are active, in grace and lapsed. 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 members hear from you automatically instead of drifting away
- Treasurer gets live data instead of month-end panic
Ready when you are
Do send renewal reminders automatically on Covey.
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