Membership Communications
DonorPoint provides automated email communications throughout the membership lifecycle — from welcome through renewal and expiration.
Email Types
| Email Key | Trigger | Description |
|---|---|---|
| Membership Welcome | New membership purchased | Welcome message with membership details |
| Membership Renewal | Successful auto-renewal | Confirmation that the membership has been renewed |
| Membership Failure | Auto-renewal payment declined | Alert with instructions to update payment method |
| Gift Membership Welcome | Gift membership purchased | Welcome message sent to the gift recipient |
| Gift Membership Renewal | Gift membership auto-renewed | Renewal confirmation for gift memberships |
Configuring Emails
Membership emails are configured in two ways:
- Email Templates — link specific EmailTemplate records to the Membership Item’s Welcome Email and Renewal Email fields
- Membership Email Collection — a collection of autoresponder configurations on the Membership Item’s email tab, providing finer control over each email type
Membership Contact Lists
Membership Contact Lists are dynamic lists that target members based on their membership status and expiration dates. Use them for:
- Renewal reminders — members expiring in the next 30/60/90 days
- Lapsed member campaigns — expired members for win-back outreach
- Member communications — all active members of specific levels
Configuration
| Setting | Description |
|---|---|
| Membership Items | Which membership levels to include |
| Include Non-Active | Whether to include expired, inactive, or cancelled members |
| Expiration Begin Date | Start of the expiration window |
| Expiration End Date | End of the expiration window |
Membership Contact Lists can be used as the recipient list for mass email solicitations or as filters in reports.