ADV FAQs Add a Membership Auto Renew Chain
- Anthony Fontana
Summary / TL:DR: This article will show you how to create a membership auto-renew chain in Advantage.
Membership Auto-Renew Chains are used when a membership automatically renews and does not have a maintenance fee. For example, the membership renews quarterly or yearly at the same rate or various rates chained together. If the membership has a maintenance fee, contact support for setting up pricing structures.
Before setting up an auto-renew chain, all of the individual choices need to be setup first. For example, if the offer is $1 for the first term, $39 for the second term and $79 for the third term and that repeats, those 3 choices need to be defined first. For instructions on adding a membership choice, go here.
How To Create a Membership Auto Renew ChainÂ
Navigate to Membership Auto-Renewal Chains on the Marketing ribbon
Click the Add Icon
The MBR Auto-Renewal Chain Maintenance dialog box will appear. Â Complete the following fields:
Publication Code* | Enter the publication code associated with the membership org pub. |
|---|---|
Auto-Renew Chain ID* | Enter a unique identifier of the chain. |
Auto-Renewal Chain Description | Enter the description of the chain including the prices and term lengths. |
Initiated On | Enter today's date. |
Initiated By | Enter your first initial and last name. |
Usage Comment | Use to enter a full description of the chain. |
Auto-repeat last sequence in chain | If the last sequence in the chain should continue to repeat forever, check this box. If the chain should end and not renew after the last sequence, leave unchecked (not common). |
4. Click Next to begin adding sequencesÂ
5. The first sequence is automatically added; however, change that sequence to add pertinent information. Click Change to update this informationÂ
6. The MBR Auto-Renewal Chain Sequence Maintenance dialog box will appear. Â Complete the following fields:
Description | Enter a description of the first chain of the auto-renew. |
Days Until Renewal | Enter when the customer should be charged for their next sequence. |
7. Click OK
8. Click the Add Icon to add the next sequence.Â
9. The Cir Renewal Chain Sequence Maintenance dialog box will appear. Â The Chain Sequence will default to two (2) or the next sequence. Â Complete the following fields:
Member Choice | Enter the member choice associated with term 2 of the chain. This must exist prior to creating the chain. For more on creating membership choices, go here. |
|---|---|
Description | Enter a description of the second chain of the auto-renew. |
Days Until Renewal | Enter when the customer should be charged for their next sequence. |
10. Click OK
11. Continue to add as many sequences as necessary by repeating steps 8-10.Â
12. After adding the final sequence, click OK
13. Navigate to Memberships in the choices area of the Marketing Ribbon.
14. Search and select the choice that is associated with the first sequence.  Click Change
15. In the Auto-Renew Chain ID field you will enter the Auto-Renew Chain ID created in step 3.
16. Click OK