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Aptify's fourth membership best practice recommendation is to terminate the membership benefits for members who fail to pay their dues within a fixed number of days after the renewal date. In 5.5.1, the Membership Renewal Workflow expires members if they have not renewed within 120 days of the renewal date.
The termination process does the following:
- Expires the membership subscription.
- Updates the membership type for the expired member (to a value such as Non-Member or Former Member, depending on your organization's membership structure). This occurs at the Person and/or Company level.
- Cancels any open membership renewal quotation orders.
The workflow uses the following elements:
- Expire Members for Non-Payments Scheduled Task: This scheduled task runs periodically to expire membership subscriptions. This will set the subscription and membership of persons/companies to expired due to non-payments, and corresponding quotation orders will be set to Cancelled. By default, it is configured to run monthly on the first of the month at 6 am. It runs the Expire Members For Non Payments process flow.
- Expire Members For Non Payments Process Flow: This process flow executes four Entity Bulk Operations against a set of pre-defined list views to expire unpaid memberships.
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You will need to modify the Entity Bulk Operation rule values to specify the appropriate Member Type ID and Status ID that you want to use to identify non-members and/or expired members. |
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- Memberships Expired Today List View: This view display memberships that were marked as Expired today by the automated process described above. Aptify recommends that you use the Aptify View Scheduling feature to distribute a monthly report after member expiration process runs to identify which memberships were expired that day.