April 25, Sidekick Solutions. A healthy membership program is an active one. General Features. Powered by eTapestry. Whether you are getting started or want to take advantage of the latest features, Blackbaud's Customer Success team etapestry membership here to etapestry membership you reach your goals. Etapestry membership into the help content for a full overview of concepts, features, how-tos, and best practices to get the most out of eTapestry. Then build a second query for each member renewal segment.

Take the opportunity to join one of our experts for a one-on-one tour of eTapestry. Contact us. Customers Features and Benefits Resources. Here are just a few organizations using Blackbaud eTapestry nonprofit cloud fundraising software. Read these stories and more in our customer story showcase. This creates an email trigger that reminds you when your monthly renewal letters need to be sent out. Every month at the beginning of the month, complete these steps to generate and send renewal reminders to your three renewal segments.

With multiple renewal reminder segments to run each month first, second, and final , you will complete steps two through five three times, once for each segment. This monthly, three-letter process ensures that every soon-to-expire member will receive a renewal reminder one month prior to expiration and, then again, once per month, every month until they renew for up to three total reminders.

For those of you still generating your membership reminders off the cuff each month, or not sending them at all, setting up eTapestry to track key membership data and establishing a monthly reminder process will save you significant time and help you keep your membership up to date.

Looking to improve your membership management in eTapestry? Let us do the heavy lifting. Evaluating for Purchase Consulting Blog. April 25, Sidekick Solutions. Category: System Design. Follow these four steps to set up membership renewal reminders in your eTapestry database. Set up queries for monthly renewal segments Set up an efficient, monthly membership renewal process with three membership renewal letter templates. First renewal reminder to all members with a renewal date next month Second renewal reminder to all members with a renewal date this month Third renewal reminder to all members with a renewal date last month expired members Each of these letter templates requires a query and a communication template letter.

Letter templates including renewal date and membership level If you need simple data from the constituent account like name, address, salutations, renewal date, and membership level, you will need three queries with a data return type of accounts. Letter templates including last membership payment date and amount If you send letters with more detail, like the date and amount of the last membership payment that is up for renewal, you will need three queries with a data return type of journal entries.

Then build a second query for each member renewal segment. Explore Now. Engage in real-time conversations with Blackbaud experts via chat as they show you the latest best practices, tips and tricks. Register now. Blackbaud eTapestry Assistance and Resources. Help and best practices Dive into the help content for a full overview of concepts, features, how-tos, and best practices to get the most out of eTapestry.

What's new? Review the latest features released in eTapestry 7. User guides Use our comprehensive guides to help you master eTapestry. Video library Learn more about eTapestry with these great how-to videos. Customer Success Connecting you with resources and information to help maximize your use of eTapestry.

User guides. Overview General Features Benevon Glossary. Previous new features 7. Customer Success.

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