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Membership Application & Renewal Management Tips

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Want to know how to ensure successful membership applications and membership renewals? We've pulled together a list of things you should consider to improve both application and renewal rates in your …

Want to know how to ensure successful membership applications and membership renewals? We've pulled together a list of things you should consider to improve both application and renewal rates in your membership organisation.

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  • 1. MEMBERSHIP APPLICATIONS & MEMBERSHIP RENEWALS T I P S & A D V I C E O N E N S U R I N G S U C C E S S
  • 2. You must have an efficient application process for all your different member types: Free Web Membership Student Membership Professional Membership Retired/ Alumni Membership Members will join at different stages of their membership lifecycle
  • 3. Give your members different ways to apply Online Paper Forms Telephone
  • 4. Make it easy and secure to pay for membership Direct Debit Credit/Debit Card Online Invoice
  • 5. Make it easy for members to track their application progress Stage 1 Stage 2 Stage 3 MEMBER SELF SERVICE PORTAL
  • 6. To Recap… Think about different member types Give them different ways to apply Give them different ways to pay securely Make it easy for them to track their progress 1 32 4
  • 7. Factors affecting successful renewals: The 2012-13 Membership Research Report showed that membership organisations were more likely to enjoy a high retention of members when the renewal programme was well structured and, if possible, when automatic renewals were enabled. Make sure there is plenty of warning for your members, and a well-structured reminder schedule to ensure they are well prepared for their renewal date. Communication Frequency
  • 8. Communicate with members via a format they’ve requested. This could be through email newsletters, telephone calls, social media, your website or letters. Communication Methods Factors affecting successful renewals:
  • 9. Let your members know what value they’ve gained from their membership that year. A Benefits Statement is extremely effective at reminding members why they should renew. Communicating Value Factors affecting successful renewals:
  • 10. Let your members know what value they’ve gained from their membership that year. A Benefits Statement is extremely effective at reminding members why they should renew. Communicating Value Make sure you’ve actually delivered on the benefits you’ve promised! Factors affecting successful renewals:
  • 11. Consider using early-bird renewal offers. Also consider offer web based renewal packages and payment by instalments, or even consider retaining credit card details for automatic renewal each year to take the hassle out of membership completely. Make is easy and attractive to renew Factors affecting successful renewals:
  • 12. Analyse data from previous years to understand who is likely to renew and ensure you focus your efforts on them. Additionally you can also focus efforts on your most valuable members to gain the most rewards. Understand who will and who won’t renew Factors affecting successful renewals:
  • 13. To Recap… Communication frequency Communicate value Understand where to focus your efforts Communication methods 1 53 2 Make it easy and attractive to renew 4
  • 14. Silverbear Membership is the UK’s leading membership management solution, uniquely awarded in the Professional Membership, Trade Unions, Arts & Heritage, Charities, Regulators and Regulatory Bodies and all NFP sectors with Microsoft’s “Certified for Microsoft Dynamics” (CFMD) accreditation. REQUEST A DEMO 01483 409 409 | hello@silverbear.com | www.silverbear.co.uk

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