Creating a group and rule that finds expired or expiring members

Before you can manage membership renewals in Loyalty, you'll need to make a group and rule to find expired or expiring memberships.

1. Create a rule to find expired or expiring members.

   For example, a new rule to find all members who will expire in the next 3 months. This requires Custom SQL:

   SELECT membership_id 
   FROM cognetic_members_membership
   WHERE DATEDIFF(MONTH,GETDATE(),membership_expires) <=3
   

   For more information and examples of Custom SQL rules to capture members, see Custom SQL examples for membership expiry.

2. Define a group that will use the membership renewal rule you created.

   The group can be scheduled for calculation in:

   • Night Batch - if new members don't need to buy a renewal
   • Recurring from Scheduled Time Onwards - if the renewal item should be made available immediately