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