Updating Renewal Offer Codes

We currently set up two offer codes for early renewal. Renewals 1-2 give a 10% discountand Renewal 3 adds 1 extra month to the membership.

Note: Promotions can be restricted to automatically renewing membership programs, applying to the first payment only, not future renewal payments

Renewal 1

1. In Altru, click on the Memberships tab
2. Under the Configuration header, click Membership Promotions
3. Click Add
4. Enter the Name with this naming convention: MMYYR1 (example: 0320R1)
5. Enter the name in the Description box
6. Set the application type to With Code
7. Enter the code in the Code box: MMYYR1 (Name, Description, and Code should all match)
8. Set the Valid From and Valid To dates as the first of the month (ex: 03/01/2020) and the fourth day of the next month (ex: 04/04/2020)
9. Set the Promotion Type to Discount
10. Discount Type = Percent Off
11. Percent Off = 10.00
12. Click Save

Renewal 2

1. Repeat steps 1-3 as above
2. Enter the Name with this naming convention: MMYYR2 (example: 0320R2)
3. Enter the name in the Description box
4. Set the application type to With Code
5. Enter the code name in the Code box: MMYYR2 (again, Name, Description, and Code should match)
6. Set the Valid From and Valid To dates as the first of the month (ex: 03/01/2020) and the fourth day of the next month (ex: 04/04/2020)
7. Set the Promotion Type to Discount
8. Discount Type = Percent Off
9. Percent Off = 10.00
10. Click Save

Renewal 3

1. Repeat steps 1-3 as above
2. Enter the Name with this naming convention: MMYYR3 (example: 0320R3)
3. Enter the name in the Description box
4. Set the application type to With Code
5. Enter the code name in the Code box: MMYYR3 (again, Name, Description, and Code should match)
6. Set the Valid From and Valid To dates as the first of the month (ex: 03/01/2020) and the fourth day of the next month (ex: 04/04/2020)
7. Set the Promotion Type to Term Extension
8. Extend term by 1 months
9. Click Save
10. Done!

Disabling Outdated Codes

Periodically, go to Membership Promotions and disable old renewal codes. This will clear up space in the promotions page but will not affect the record of old code uses on transactions.

1. Go to Membership Promotions
2. Click the green dropdown arrow beside an outdate renewal code
3. Click Mark Inactive
4. A pop-up message will ask you to confirm you want to mark this code inactive – hit Yes
5. The inactive code will now disappear from the list of active Membership Promotions