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Membership Status: Pending and Active

R C
$organization

Hello, 

 

I was wondering if anyone has any experience in dealing with pending memberships.  As I understand it, a pending membership does not become active until the initiation date hits and the expiration date of the current membership expires. 

However,I've noticed that many of my pending memberships with initiation dates marked months ago are not activating.  

If it's not relying on the initiation date, then what will trigger the pending membership to become active?

 

Thanks, 

 

Rey

  • $organization

    Hi Rey,

    I am by no means a Membership guru, but I think you need to run the Membership Update Utility in order for the status to change. You set this to run as a scheduled utility so that your membership do then update automatically. There is documentation in help here: http://www.tessituranetwork.com/Help_System_v121/Tessitura_v121_Left.htm#CSHID=List_Manager|StartTopic=Content%2FList%20Creation%20and%20Management%2FList%20Manager.htm|SkinName=TN Skin

    Chris

  • $organization

    Thank you all for the feedback!

    I'll play around with the report in Test and make sure it runs smoothly.  

    Thanks again!

    Rey 

  • $organization

    Rey,

     

    I believe this will update when the Membership Update Utility is run for that date.  You can find it under Reports/Membership.  We have it scheduled to run nightly.

     

    Kendra

     

    Kendra L. Struthers, CFRE

    Individual Giving/Stewardship Manager

    Donor Concierge

    Cincinnati Playhouse in the Park

    (513) 977-2024

    www.cincyplay.com

     

     

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of R C
    Sent: Thursday, March 24, 2016 2:29 PM
    To: Kendra Struthers
    Subject: [Tessitura Development Forum] Membership Status: Pending and Active

     

    Hello, 

     

    I was wondering if anyone has any experience in dealing with pending memberships.  As I understand it, a pending membership does not become active until the initiation date hits and the expiration date of the current membership expires. 

    However,I've noticed that many of my pending memberships with initiation dates marked months ago are not activating.  

    If it's not relying on the initiation date, then what will trigger the pending membership to become active?

     

    Thanks, 

     

    Rey




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization

    The Membership Update Utility also has to be run – that uses the initiation date to update the record (inactivate prior and activate pending).  

     

    You might want to check membership that should be Lapsed or Dropped. If you see no change there – the update utility is not being run.

     

    From: R C [mailto:bounce-reycanseco5309@tessituranetwork.com]
    Sent: Thursday, March 24, 2016 2:28 PM
    To: McKinley, Leslie <LMcKinley@nycitycenter.org>
    Subject: [Tessitura Development Forum] Membership Status: Pending and Active

     

    Hello, 

     

    I was wondering if anyone has any experience in dealing with pending memberships.  As I understand it, a pending membership does not become active until the initiation date hits and the expiration date of the current membership expires. 

    However,I've noticed that many of my pending memberships with initiation dates marked months ago are not activating.  

    If it's not relying on the initiation date, then what will trigger the pending membership to become active?

     

    Thanks, 

     

    Rey




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

  • $organization
    Yup, Chris is correct! Do some testing in your test system first, just to understand how it works. If you pull a list of people with a expiring on, say, Feb 15, 2016, and then run the utility through Feb 15, you should see all those people showing as inactive. Look closely at how it activates your pending memberships; this will help you figure out whether you want to run it late at night or early in the morning, depending on your business practices.

    Beth




    Elizabeth Varro
    Director of Membership
    (651) 265-9829

    National Parks Adventure, now showing at the Science Museum’s William L. McKnight-3M Omnitheater, is a stunning giant screen tour of more than 25 of our nation’s most celebrated parks. Experience Yellowstone, Yosemite, the Everglades, the Grand Canyon, and more as you’ve never experienced them before - on the only screen big enough to reveal their beauty and majesty. Variety magazine wrote that the film, narrated by Robert Redford, is a “stirring celebration of the United States’ true treasures.”


    From: "Christopher Cuhel" <bounce-christophercuhel9903@tessituranetwork.com>
    To: evarro@smm.org
    Sent: Thursday, March 24, 2016 1:40:28 PM
    Subject: Re: [Tessitura Development Forum] Membership Status: Pending and Active

    Hi Rey,

    I am by no means a Membership guru, but I think you need to run the Membership Update Utility in order for the status to change. You set this to run as a scheduled utility so that your membership do then update automatically. There is documentation in help here: http://www.tessituranetwork.com/Help_System_v121/Tessitura_v121_Left.htm#CSHID=List_Manager|StartTopic=Content%2FList%20Creation%20and%20Management%2FList%20Manager.htm|SkinName=TN Skin

    Chris

    From: R C <bounce-reycanseco5309@tessituranetwork.com>
    Sent: 3/24/2016 2:20:22 PM

    Hello, 

     

    I was wondering if anyone has any experience in dealing with pending memberships.  As I understand it, a pending membership does not become active until the initiation date hits and the expiration date of the current membership expires. 

    However,I've noticed that many of my pending memberships with initiation dates marked months ago are not activating.  

    If it's not relying on the initiation date, then what will trigger the pending membership to become active?

     

    Thanks, 

     

    Rey




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
  • Former Member
    Former Member $organization

    I just had this same problem, so I ran the membership update utility for 8/1/2017 (although some of them didn't begin until 9/28/17) and I set the end date for 9/30/2018 and now every single membership says "lapsed." HELP!!!

  • $organization
    I'm assuming the answer to this will be yes, especially if you have memberships being changed to "Lapsed", but is your Membership Update utility running every day?

    Jenny




    Jennifer O'Neill-Englund
    Database Membership Specialist,
    Advancement Operations Department
    o: (651) 225-2854



    From: "Mary Cole" <bounce-marycole7594@tessituranetwork.com>
    To: "Jennifer O'Neill" <joneill@smm.org>
    Sent: Wednesday, October 4, 2017 12:13:09 PM
    Subject: Re: [Tessitura Development Forum] Membership Status: Pending and Active

    I just had this same problem, so I ran the membership update utility for 8/1/2017 (although some of them didn't begin until 9/28/17) and I set the end date for 9/30/2018 and now every single membership says "lapsed." HELP!!!


    From: R C <bounce-reycanseco5309@tessituranetwork.com>
    Sent: 3/24/2016 2:20:22 PM

    Hello, 

     

    I was wondering if anyone has any experience in dealing with pending memberships.  As I understand it, a pending membership does not become active until the initiation date hits and the expiration date of the current membership expires. 

    However,I've noticed that many of my pending memberships with initiation dates marked months ago are not activating.  

    If it's not relying on the initiation date, then what will trigger the pending membership to become active?

     

    Thanks, 

     

    Rey





    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!