The workflow for the membership renewal process is as follows:
In order for the membership renewal prompt to display on your constituent's page, the batch process ORD650 for membership renewal needs to be run in the back office.
As a best practice, it is highly recommended that you run ORD500 batch process (see ORD500-Expired Order Cleanup Process for more information) in order to remove expired membership renewals. This will ensure that when your constituent logs in to renew his/her membership, he/she does not see multiple years' worth of membership renewals.
This renewal process is not restricted to the primary member group.
Any simple membership, regardless of member group, can go through this
process, as long as the member group is marked as Include
in CRM360 on the Membership Structure Maintenance screen, as highlighted
below.
If
your web site is set up to accept different currencies, as a best practice
for donation products, the donation amount options defined should be open-ended
donation amounts and not suggested donation amounts. If not, the screen
will display a suggested amount such as $100, as 56.72 EUR. The conversion
will occur even if the gift is set up with a rate for the non-base currency,
such as from the Euro to the Dollar. See Donations
Overview for more information.
If you want to display a membership donation product in the Optional
Contributions section, as shown below, you need to set the membership
donation product as a master product. See Defining
General Membership Products for more information.
