Home → Membership → Reminders → Creating a membership reminder schedule
10.3. Creating a membership reminder schedule
A Membership Reminder Schedule allows you to automatically generate reminders based on key membership dates.
To create a new Membership Reminder Schedule, go to the Reminders page. Click the plus icon (+) and choose Add Membership Reminder Schedule from the dropdown.
Complete the fields:
Reminder Name
Enter a clear, descriptive name for the reminder that would be created. Example: “3-Month Membership Check-In”.
Priority
Choose the priority level for the reminder (Low/Medium/High). Use High for urgent follow-ups and Low for standard touchpoints.
Assigned To
Specify who the reminder should be set against, whether that be a specific staff member or set globally.
Selecting a staff member means the reminder will be added to their My Reminders list.
Leaving the Assigned To blank will mean that the reminder will be set globally and will be found in the Global Reminders list.
Send Date
Choose when the reminder should be created. There are two options of the Exact Anniversary Date or the Specific Day of Month.
If you choose a Specific Day of Month, you will be asked to provide which Specific Day.
Membership Rep
Specify if the reminder should be created, if the record has a specific Membership Rep or leave blank if it does not matter who the Membership Rep is.
Membership Status
Choose which membership statuses should be included in this reminder schedule. Example: only create a reminder if the record is a Full Member or Not Yet Renewed. Leave blank if it does not matter the Membership Status.
Membership Type
Choose the membership type(s) that should be included in this reminder schedule. Example: only create a reminder if the record is a Bronze, Silver or Gold. Leave blank if it does not matter the Membership Type.
Membership Year
Select the membership year this reminder targets, whether that be All Years, First Year or Renewing Years.
Month of Membership
Choose which month of the membership cycle the reminder should be created on.
This allows scheduling such as:
A reminder in Month 3 (e.g., 3-Month Check-In)
A reminder in Month 12 (e.g., Renewal Catch Up)
This field works in combination with your Send Date selection.