Question | Answer | More Help |
MEMBERSHIP RENEWALS - how do I monitor membership renewals and what should I do? | Check the Members Renewing Report regularly as part of your admin routine. Most renewals should follow your organisation's configured renewal process, so your role is to monitor progress and focus on exceptions rather than manually processing every renewal.
Look for members who have not renewed as expected or where payment is outstanding. Use the Unpaid Active Memberships Report to investigate outstanding payments.
Members who reach their membership end date without successfully renewing will become lapsed and should then be managed as part of your lapsed membership monitoring. | |
LAPSED MEMBERSHIPS - how do I monitor lapsed memberships and what should I do with them? | Run the lapsed members segment regularly as part of your admin routine. Go to segments > search for lapsed members > run the segment.
For each lapsed member, check whether they intend to renew:
Yes: if they are still within their grace period, ask them to log in to sheepApp and renew: https://app.sheepcrm.com/yourflockname/login If they can no longer renew themselves, the administrator will go to the membership record and select Actions > Renew Membership.
No, they are not renewing: Go to Actions > Edit Membership and set Decided to Leave to Yes. |
|
PENDING MEMBERSHIPS - how do I monitor pending memberships and what should I do with them? | Run the Pending Members Report regularly as part of your admin routine with the aim of clearing outstanding pending memberships.
When you find one, check whether the person still wants to join:
No, they don't want to continue or it was created in error: Go to Actions > Delete Membership.
Yes, they want to continue: Agree how they will pay and take the appropriate action. If they want to pay by direct debit, the recommended approach is to delete the pending membership and ask them to start again.
See the help article for more detail on action to take. | |
UNPAID MEMBERSHIPS - how do I monitor unpaid memberships and what should I do with them? | Check the Unpaid Active Memberships Report regularly as part of your admin routine.
The report identifies memberships where there is no payment matching the cost of the membership.
Focus on memberships that should have been paid by now, rather than very recent memberships where a payment or Direct Debit may still be processing.
For each membership, check how the member is expected to pay and investigate the payment accordingly. The aim is to resolve outstanding items so that memberships that should have been paid no longer appear on the report. |
|
Membership: Common Administrator Questions
Practical answers to common day-to-day membership questions for sheepCRM administrators, including what to monitor and what action to take.
Written by Lisa Shaw