Altru Master s Workshop. Increasing Membership Renewals through Online Sales Monday, May 18 th 2015

Transcription

1 Altru Master s Workshop Increasing Membership Renewals through Online Sales Monday, May 18 th 2015

2 Objectives Upon completion of this class, you will be able to: 1. Understand the importance of offering easy renewal options online & the benefits of erenewals 2. Create the customized renewal link & update/create renewal s 3. Successfully send renewals

3 Agenda Review online membership forms Discuss options to implement e-renewals Create an renewal package Create custom renewal link Create/Edit membership renewal process Process membership renewal notices Send renewal

4 erenewal Benefits Easier renewal process for members and they will more likely use online methods moving forward Fewer duplicate constituent records; less record maintenance for you Fewer duplicate memberships Auto-fills information (member names, address, membership level, etc.)

5 The Hook Be Prepared! Get ready for online sales by sending User Registration s. This will allow your members to create a username/password online. Discount, Discount, Discount! Offer early renewal options and benefits, like term extensions and % discounts Talk to Expired Members! Offer recapture discounts. For example, create a segment for people who have expired 6 months ago and offer a discount Talk it UP! Train your staff on the benefits of renewing online and have them talk to Patrons about it! Offer Alternatives If someone does not want to renew online, create a solicit code on their record notating that and send mail packages along with every package so you don t lose anyone!

6 Are your online forms user friendly? To make your online forms a bit more user friendly, here are a few items you may want to review: Adding Shopping Cart Hiding Membership Types Hiding Membership Term Length Display Editing Colors of Membership Buttons Customizing Acknowledgement s Update language/field names

7 Creating the Renewal Option #1 This option is for you if your organization already sends s. You will edit an existing and insert the customized renewal link. Option #2 This option is for you if your organization has not used renewals yet. This option will walk through configuring a new renewal letter and inserting customized renewal link, editing renewal process and replacing the package.

8 Edit Renewal 1. From Marketing and Communications, click Marketing, click View s 2. In the Membership section, highlight the , click Edit 3. Click on the HTML button 4. Replace any renewal links that have /Renew with &tab=0 link and Hit Update button. 5. Save the letter

9 Creating Renewal s 1. From Marketing and Communications, click Marketing 2. Click Add a membership 3. Select Membership Renewal Effort ( ) 4. Click Continue 5. Draft your 6. Insert custom link (<a href=" 0&tab=0">Click here to renew</a> )Using HTML button 7. Insert privacy policy & preferences

10 Create Membership Package 1. From Marketing and Communications, click Packages 2. Click Add Package 3. Enter the name, like Month of Expiration 4. In the message field, search for and select the message you added 5. Click Save

11 Connect Package to Renewal Process 1. Go to Marketing and Communications, click Membership renewal efforts 2. On the Templates tab, you will see the list of renewal processes that you currently have 3. Click the name of the process that you currently use. 4. In this example, select Membership Renewal Notice Process

12 Edit Renewal Segments 1. On the Membership Rules tab, highlight the 1 month before expiration, click Edit 2. In the package field, use the magnifying glass to select the package we added in the previous step 3. Click the pencil next to the segment field and rename the segment (remove Mail) 4. Also, in the selections window delete the mailing preference smart query

13 Process Renewal Notices 1. Next, click Save, click Save again 2. Now you are ready to run your membership renewal notices 3. To run membership renewals, click Memberships, click the membership program name, click process membership renewal notices 4. Select the process and click Start 5. Start the job for the month of expirations and download the letters for the other segments (month before expiration and 1 month after)

14 1. Open the renewal notice 2. Click the link in the 3. In the Altru web form, click Add to Cart or Continue 4. To expedite the process, you can sign in and it will fill in all the personal information 5. Continue and complete the sale 6. In Altru, open the constituent record and notice the renewal on the memberships tab Let s renew today!

15 Appendix: Shopping Cart To make it easier for customers to purchase a membership and buy tickets or donate at the same time, its best to create a shopping cart. For more information check out this link below: tent&id=bb733213

16 Appendix: Hide Membership Type If your organization uses membership types for internal purposes and don t want it to show online, follow these steps to remove it from the online form. tent&id=bb751476

17 Appendix: Hiding Membership Term Display If you would prefer to hide the display of a membership term on your membership form just add the following line of code. Please note that this will hide the display of the term value on all your membership forms..membershipexpress_termradiolterm {display:none;}

18 Appendix: Editing Colors of Membership Buttons

19 Appendix: Customizing Web Acknowledgement s By default, one acknowledgement is sent for web forms. You can, however, send custom s per membership level. This is best when the benefits are different and you want to advertise/thank you members separately. For more information, see the information below: ltruac/webeditacknowledgement sforonlineor ders.html

20 Appendix: Update Language/Field Names Its important that anyone/everyone can purchase a membership online. You may want to add a note to your web forms indicating the last name field is also for Organization names. Also, you will want to unrequire first name. You may also want to add a note about who gift memberships will go to. 1. From Web, click Manage Membership Forms 2. Expand the Membership program name, click Options 3. On the Design tab, unmark First name in the require column 4. On the Language tab, select Help Text as the category 5. In the Registration field, enter something like: Enter the names of each member you'd like to include with this membership. Please note: Any gift membership purchase will be sent to the Gift Recipient. If you would like it sent to a different address, please <a href='mailto:[email protected]'>[email protected]</a>. If you are purchasing a Corporate membership, fill out the organization name in the Last name field. For more information, see the link below: ml