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 membership organisation.

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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

You must have an efficient application process for all your different member types:

Free Web Membership

Student Membership

ProfessionalMembership

Retired/ Alumni

Membership

Members will join at different stages of their membership lifecycle

Give your members different ways to apply

Online Paper Forms Telephone

Make it easy and secure to pay for membership

Direct Debit

Credit/Debit Card Online

Invoice

Make it easy for members to track their application progress

Stage 1

Stage 2

Stage 3

MEMBERSELF

SERVICEPORTAL

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

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

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:

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:

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:

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:

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:

To Recap…

Communicationfrequency

Communicatevalue

Understand where to focus

your efforts

Communication methods

1 53

2

Make it easy and attractive

to renew

4

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.

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01483 409 409 | hello@silverbear.com | www.silverbear.co.uk

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