Recommendations for Membership Renewal Workflow

This topic provides detailed information on how Aptify recommends that these Membership Renewal Best Practices be implemented in Aptify 5.5.1. The best practice recommendations are implemented in five scheduled tasks, none of which are enabled by default. At a minimum, you need to activate these processes and modify the templates and timing as determined by your organization's requirements. 

• Automating Creation of Membership Renewal Quotations
• Sending Period Renewal Notices
• Promoting Auto-Renewals
• Expiring Memberships for Non-Payment