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Membership Level Date Rule Q

Nicholas Hudson-Ellis (Past Staff Member)
$organization

Hello all,

I am looking for a bit of wisdom on setting the Renew/Expire/Reinstate/Lapse dates for a Membership. If it can be done, then I am sure it would be very helpful to others.

I am trying to set the values in the Membership Organization so that:

  • If the customer has previously held expired Memberships, then the Initation date is set as if it was a brand new Membership.
  • if the customer has a current active Membership, then the Initation date is set to be after the Active membership expires, thus creating a Pending membership.

I am sure that there is way to do this, but I can't seem to crack the logic.

Thanks everyone,

Nicholas

  • $organization
    Hi Nicholas,

    Is there a particular part of this that you're having trouble with?  It looks to me like this is exactly how my membership org works; I think the key is setting your lapsed field to 0.  That way when a membership expires, any new membership will trigger a new initiation date based on the date of the membership sale.

    If you've tried that and it's not working, let me know and maybe there's some other piece involved.

    Beth

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Nicholas Hudson-Ellis" <bounce-nicholashudsonellis2615@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Wednesday, May 16, 2012 5:07:34 AM
    Subject: [Tessitura Development Forum] Membership Level Date Rule Q

    Hello all,

    I am looking for a bit of wisdom on setting the Renew/Expire/Reinstate/Lapse dates for a Membership. If it can be done, then I am sure it would be very helpful to others.

    I am trying to set the values in the Membership Organization so that:

    • If the customer has previously held expired Memberships, then the Initation date is set as if it was a brand new Membership.
    • if the customer has a current active Membership, then the Initation date is set to be after the Active membership expires, thus creating a Pending membership.

    I am sure that there is way to do this, but I can't seem to crack the logic.

    Thanks everyone,

    Nicholas




    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 in reply to Beth Varro

    Hi,

    We were looking at setting our lapsed period to 0 recently but found that it affected our membership renewal reports and notices. Once a membership is inactive, the reports won't pull those membership records.  So, we manually change those expiration dates that are not correct.

    Kathy

  • $organization in reply to Kathy MacGlashan

    Thank you so much Beth and Kathy for the great responses :)

    I think the culprit may be the scheduled Membership Update Utility falling off the band wagon a week ago without anyone realizing. I am going to get a copy of the 'T_MEMB_UPDATE' table to confirm.

     

  • $organization
    Nicholas - yeah, losing that report would definitely cause problems.  I actually have it auto-emailed to myself and one of my staff every night, so that if we miss it someone will notice right away.

    Kathy - Can I ask what kind of reporting/renewal problems you had?  My renewals pull inactive memberships all the time...

    Beth

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Nicholas Hudson-Ellis" <bounce-nicholashudsonellis2615@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Thursday, May 17, 2012 7:41:34 AM
    Subject: Re: [Tessitura Development Forum] Membership Level Date Rule Q

    Thank you so much Beth and Kathy for the great responses :)

    I think the culprit may be the scheduled Membership Update Utility falling off the band wagon a week ago without anyone realizing. I am going to get a copy of the 'T_MEMB_UPDATE' table to confirm.

     

    From: Kathy MacGlashan <bounce-kathymacglashan5939@tessituranetwork.com>
    Sent: 5/16/2012 3:01:50 PM

    Hi,

    We were looking at setting our lapsed period to 0 recently but found that it affected our membership renewal reports and notices. Once a membership is inactive, the reports won't pull those membership records.  So, we manually change those expiration dates that are not correct.

    Kathy




    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 in reply to Beth Varro

    Hi Beth,

    When we set the membership lapsed period to 0 we were unable to run the Membership Renewal Notices report to generate renewal letters after the memberships had been inactivated.  Only memberships in active or lapsed status are selected in this report, as far as I know. Do you use this report for your renewal letters? Also, we noticed that the membership NRR status would be "New" upon renewal and this throws off the statistics when reporting New, Renewing & Reinstated memberships.  Am I missing something?

    Thanks,

    Kathy

     

  • $organization in reply to Kathy MacGlashan

    I can confirm that the MUU was not running, hence the strange behaviour of the Membeship Initation dates. I'm going to pinch Beth's tip about having an email sent as part of the report schedule.

    Thanks everyone :-)

  • $organization
    Hi Kathy,

    Interesting....My renewal utility pulls inactive records as well.  It's certainly possible that my IT department customized that, I suppose. 

    Having a lapse of 0 will mean that you only get an NRR value of "renew" if they renew before they expire.  But how do you have your reinstate value defined?  That value sets how long a person has to be in "inactive" status before they are marked as new; regardless of your lapse setting, this should allow you to have an intermediate value between "Renewal" and "New" statuses in the NRR field.

    Beth

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Kathy MacGlashan" <bounce-kathymacglashan5939@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Thursday, May 17, 2012 6:09:30 PM
    Subject: Re: [Tessitura Development Forum] Membership Level Date Rule Q

    Hi Beth,

    When we set the membership lapsed period to 0 we were unable to run the Membership Renewal Notices report to generate renewal letters after the memberships had been inactivated.  Only memberships in active or lapsed status are selected in this report, as far as I know. Do you use this report for your renewal letters? Also, we noticed that the membership NRR status would be "New" upon renewal and this throws off the statistics when reporting New, Renewing & Reinstated memberships.  Am I missing something?

    Thanks,

    Kathy

     

    From: Beth Varro <bounce-elizabethvarro6946@tessituranetwork.com>
    Sent: 5/17/2012 9:23:42 AM

    Nicholas - yeah, losing that report would definitely cause problems.  I actually have it auto-emailed to myself and one of my staff every night, so that if we miss it someone will notice right away.

    Kathy - Can I ask what kind of reporting/renewal problems you had?  My renewals pull inactive memberships all the time...

    Beth

    * * *
    Move smartly, me hearties - the pirates have landed! In the Real Pirates exhibition, discover the true story of the Whydah, from her historic transformation from slave ship to pirate ship to her final resting place on the ocean floor. See cannons, swords and real treasure, learn what happened “below decks,” meet members of the Whydah’s crew, explore underwater archaeology, and more. Learn more and buy tickets at smm.org/pirates.


    Elizabeth A Varro
    Membership Manager
    Science Museum of Minnesota
    (651) 265-9829
    From: "Nicholas Hudson-Ellis" <bounce-nicholashudsonellis2615@tessituranetwork.com>
    To: bvarro@smm.org
    Sent: Thursday, May 17, 2012 7:41:34 AM
    Subject: Re: [Tessitura Development Forum] Membership Level Date Rule Q

    Thank you so much Beth and Kathy for the great responses :)

    I think the culprit may be the scheduled Membership Update Utility falling off the band wagon a week ago without anyone realizing. I am going to get a copy of the 'T_MEMB_UPDATE' table to confirm.

     

    From: Kathy MacGlashan <bounce-kathymacglashan5939@tessituranetwork.com>
    Sent: 5/16/2012 3:01:50 PM

    Hi,

    We were looking at setting our lapsed period to 0 recently but found that it affected our membership renewal reports and notices. Once a membership is inactive, the reports won't pull those membership records.  So, we manually change those expiration dates that are not correct.

    Kathy




    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!




    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!