Good planning for great membership management

A little careful planning in your setup can save you a lot of hassle down the road.

For example: memberships, which can be quick and easy to configure in CiviCRM. With a few clicks, you can start accepting paid memberships, at a variety of levels, with automatic renewal, add-on options, and more.

Where things can get messy is a year or two later, when you have thousands of members coming up for renewal.

That's when you'll need efficient processes for your staff and your members:

• Identifying which members could use a nudge to renew.

• Helping members understand their current status and the benefits of upgrading their membership level.

• Spotting trends in membership behavior that could represent new opportunities or missteps to avoid.

If your membership types, pricing levels, special discounts, and add-on options aren’t well organized in the beginning, you could have some real headaches coming your way when you get farther into the process.

Here’s the thing:

If you're already that far along and starting to see some of those headaches, don't despair. There are ways to restructure that data even after it's already in place.

But how much nicer would it be to have the benefit of a little careful planning, right from the start?

All the best,
A.