Can NB help to automate the membership renewal process?
YES! A built-in feature of NB allows local Leagues to define specific member types, customize the reminders members receive and automatically send those reminders. Members then have the option to renew by mail or online.*
This NB feature identifies current, grace period, and lapsed League members, helping membership chairs focus their follow-up email or phone call efforts. While it doesn't completely eliminate manual inputs and updates, if fully implemented, it can replace custom fields as the source of accurate and up-to-date League rosters.
Because Leagues have different membership renewal policies, the steps for implementing this feature will vary. To get started, log into NB and click on People (side menu) and Memberships (top menu).
There you'll find a list of membership types. (At present, NB doesn't allow sorting or filtering.) There is one universal membership type for Life members; all the others are specific to a local League (LL). As you scroll through you'll see some local variation in types. However, all Leagues that plan to use the NB membership feature for roster management will have these three types: (LL) Primary, (LL) Additional, and (LL) Student.
(LL) Primary: This type encompasses individual League members as well as, in most cases, the primary (dues-paying) members of a household membership. This is a LL's target group for receiving automated renewal and lapsed membership notices. The League determines the content of the email notifications, the date they're sent and the length of the grace period before the membership expires. The notifications contain a direct link to a renewal page on the LL's website.
(LL) Additional: These are the second members in a household membership. Because the primary member pays dues for both, additional members are not sent automated renewal notices and their membership and contact information must be manually input and updated.
(LL) Student: LWVUS defines a student member as anyone enrolled full- or part-time in an accredited institution. LWVUS and LWVMD do not assess per-member-payments for student members. It's up to the LL to decide the duration of the student membership (e.g. semester or year) and whether to charge dues. As with primary members, the LL determines the content of the email notifications, the date they're sent and the length of the grace period before the membership expires. Notifications also contain a direct link to a renewal page (with or without dues) on the LL's website.
Life or (LL) Life: This type applies to individuals who have been League members for 50 years or more. Life memberships never expire so renewal notices aren't necessary. LLs may opt to use the universal or create a League-specific Life member type. By using the universal Life member type in combination with the LL tag or LeagueID custom field, LLs can readily identify their life members. LLs with significant numbers of life members may find it easier to have a League-specific Life member type.
(LL) Household (optional): This type may be used, instead of (LL) Primary to track the primary member of a household. As with primary members, the LL determines the content of the email notifications, the date they're sent and the length of the grace period before the membership expires. Notifications also contain a direct link to a household renewal page on the LL's website.
LLs are encouraged to consult the NB Support article for detailed instructions on setting up membership types, and to check out the existing League member types for ideas. To learn how to transfer current members into your (LL) NB membership types, see faq_nbmember_transfer.
*In order to accept online dues payments through NB, the League must have a payment processor account, e.g. with Stripe, PayPal or NB.