The Goal: Open the Auto Drop Setup Guide and complete each preparation step so that Auto Drop can be enabled for your association.
Before You Begin:
- You need staff access with permission to manage membership settings.
- Be ready to confirm that your membership contacts have valid email addresses, since Auto Drop relies on a series of automated status emails.
Step-by-Step Instructions
To assist you in preparing to enable Auto-drop, an Auto Drop Setup Guide is available to you.
- Go to Memberships, Settings section, click Auto Drop Setup.
- Use the Auto Drop Setup Guide to work through each of the following steps:
- Membership Types to Review: In this step, you will identify which membership types you would like to have Automatically Expire.
- Update Expiration Dates: In this step, you will have the opportunity to review membership expiration dates, and update as needed.
- Review the Memberships That Will Be Auto Dropped: This step allows you to generate the Memberships That Will Be Auto-Dropped report, for a final review of those members who will be dropped once you enable auto-drop.
- Define the Access Level for Auto Dropped Members: In this step you will configure what access (if any) dropped members will be given to the Info Hub.
- Review and Edit Email Templates: In this step you can review the email templates that are used for automated messages.
- Make Sure Membership Contacts Have Email Addresses: In this step, you can generate a report to ensure all of your membership contacts have an email address. The Auto Drop functionality includes a series of emails that notify members of their status, so it is imperative that you have valid email addresses.
- As you complete each step, tick the check-box for that step.
Common Pitfalls
- Enabling Auto Drop before finishing every step: ALL of the steps above must be completed before Auto Drop can be enabled. Skipping the email-address check in particular can leave members without the automated status notifications they expect.