Organizing a Membership Renewal Campaign

 Registration is closed for this event
May 20, 2020: 11 am - 1 pm PT | 12 - 2 pm MT | 2 - 4 pm ET

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
  • Setup a renewal process that fits your organizational structure
  • Update membership settings
  • Configure an online membership page with complex pricing (price sets, premiums and discounts)
  • Target specific constituents (large donors, lapsed members) for a renewal email campaign  
  • Monitor renewal progress by reporting on actionable data

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:
"Fundamentals of Membership Management" class or proficient knowledge of the CiviMember.

Next step: Visit our training calendar for additional courses to expand your knowledge of CiviCRM.

Questions? Contact Tamar Meir, Cividesk Customer Support & Training Manager:

May 20th, 2020 12:00 PM   through   2:00 PM
Your Computer
Mountain Time
United States
Phone: (720) 381-3939
Training Fee
Per person $ 40.00

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