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Automated Membership Status

Technical Requirements:
  • Salesforce
Developed by:
  • Groundwire
Type:
  • Core Product

What is it?

If you track Memberships for your supporters, this functionality will simplify your renewal processes, give you easy to obtain member reports, and help you to generate key Membership program metrics.

What does it do?

  • When membership payments are made, we’ll show the member expiration date on the Contact record
  • Member join date will also be shown on the Contact
  • Current member level will also be shown on the Contact

How does it help?

Memberships are recorded as Opportunities. Showing the latest Membership info on the Contact puts key information in view, and available for your Membership processes.

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