We have decided to transition from doing monthly renewals to renewals on a quarterly basis. I need some guidance on how our current tessitura memberships need to be modified. I'd also like to hear from any org that has gone through the change and if they encountered any issues with comparison reporting from previous seasons.
This is how we are setup currently:
Suspend 2 Months After InitiationCancel 2 Months After InitiationExpire 12 Months After InitiationRenew 2 Months Before ExpirationLapse 2 Months After ExpirationReinstate 60 Months After Expiration
Initiation: Today
We would like to move to: 1st Quarter mailingJuly, August, September Renewals July 1 Drop date2nd Quarter mailingOctober, November, December Renewals October 1 Drop date3rd Quarter mailingJanuary, February, March Renewals January 1 Drop date4th Quarter mailingApril, May, June Renewals April 1 Drop date
We use the Membership Renewal Notices report(I think this is canned?) for our renewals.
Please help, I need to get this all ready to go by July 1! Thanks!
Heather,
Mechanically this change is quite easy. I will defer to your colleagues on the forum to comment on the analytics perspective. From a functionality perspective though, I can say that if you are solely making a change to the timing of the mailings you will not need to make any changes to your membership structure. When you pull the renewal notices you only need to expand the expiration date range on the membership renewal notices. For the new structure you would pull the following:
Expiration Start Date = 07/01/2009; Expiration End Date = 09/30/2009
This will return all memberships which expire in your first quarter which have yet to be renewed.
Best,
Anna
Anna E. Wessely
Manager Asia Pacific/Senior Application Specialist
Tessitura Network, Inc
+1 888 643 5778 x 308
awessely@tessituranetwork.com
www.tessituranetwork.com