Before you begin:

1. Remember to refer to our [Best Practices Guide](https://scribehow.com/shared/Workflows_Best_Practices__vu27TN7dTkGbKuzfdMHtnQ?referrer=documents) for our suggestions when editing Workflows!
2. Watch this [video tour](https://wodify.hubs.vidyard.com/watch/gWX2SEw6vvo4E5KRGEPHLu?) of the Workflows Builder!

Log into Wodify and access the Workflow Builder.

You can find this workflow by:

- Going to your Location Project
- Wodify Bundles folder
- Universal folder
- Membership Management folder
- Recipes folder

Click on the recipe called Membership Renewal Notice

Be sure to click EDIT RECIPE to open the editor portion of the builder.

This recipe will trigger when a clients membership is set to auto-renew (**Step 1**). This workflow will send communication to the lead prior to the membership renewal to let clients know that they will be charged again.

As always, **Step 2** shows the error monitoring. As a reminder, when an error occurs, the workflow will stop, and you will get an email that details the errors. If you cannot troubleshoot on your own, forward the email to support@wodify.com

**Step 3** will enroll the client into the Workflow

**Step 4** sets the workflow to send the notification 14 days before the renewal at 9 AM in the morning

If the membership is no longer set to renew at the 14 day mark **Steps 5-6** will stop the workflow.

If the workflow is set to renew, the workflow will move on to **Step 7**

3
Enroll Client in Workflow
4
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time  of day to send the notice
5
IF 
is_stop_job
Step 4
 is true
Yes
No
6
STOP job
7
Get Client
8
Get Membership
9
IF 
Client owner
Step 7
 is present
Yes
No
10
Get Employee
11
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
12
ELSE do the following steps
13
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
ERROR FOUND?
Yes

**Step 7** will grab the client's information

**Step 8** will grab the membership information

**Step 9** will check to see if there is a client owner present on the profile

If yes, the workflow will move on to **Steps 10-11**.

If there is no client owner, the workflow will move on to **Step 13**.

3
Enroll Client in Workflow
4
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time  of day to send the notice
5
IF 
is_stop_job
Step 4
 is true
Yes
No
6
STOP job
7
Get Client
8
Get Membership
9
IF 
Client owner
Step 7
 is present
Yes
No
10
Get Employee
11
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
12
ELSE do the following steps
13
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
14
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time of day to send the notice
15
IF 
is_stop_job
Step 14
 is true
Yes
No
16
STOP job
17
Get Client
ERROR FOUND?
Yes

**Step 10** will pull the client owners information

**Step 11** will send an email to the client signed from the client owner letting them know of the renewal and upcoming charge

*Pro-tip: You can edit the email template by going to Workflows &gt; Email Templates and searching for "Your Membership Will Auto-Renew Soon"*

If there was no client owners **Step 13** will send the same email and sign it from the business.

3
Enroll Client in Workflow
4
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time  of day to send the notice
5
IF 
is_stop_job
Step 4
 is true
Yes
No
6
STOP job
7
Get Client
8
Get Membership
9
IF 
Client owner
Step 7
 is present
Yes
No
10
Get Employee
11
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
12
ELSE do the following steps
13
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
14
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time of day to send the notice
15
IF 
is_stop_job
Step 14
 is true
Yes
No
16
STOP job
17
Get Client
18
Get Membership
19
IF 
Client owner
Step 17
 is present
Yes
No
20
Get Employee
ERROR FOUND?
Yes

**Step 14** will set the workflow to send the next notification 2 days before the renewal at 10 AM in the morning

If the membership is no longer set to renew at the 14 day mark **Steps 15-16** will stop the workflow.

If the workflow is set to renew, the workflow will move on to **Step 17**

4
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time  of day to send the notice
5
IF 
is_stop_job
Step 4
 is true
Yes
No
6
STOP job
7
Get Client
8
Get Membership
9
IF 
Client owner
Step 7
 is present
Yes
No
10
Get Employee
11
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
12
ELSE do the following steps
13
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
14
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time of day to send the notice
15
IF 
is_stop_job
Step 14
 is true
Yes
No
16
STOP job
17
Get Client
18
Get Membership
19
IF 
Client owner
Step 17
 is present
Yes
No
20
Get Employee
21
Send Email: Membership - [Universal] - Final Reminder: Your Membership Auto-Renewal
22
ELSE do the following steps
23
Send Email: Membership - [Universal] - Final Reminder: Your Membership Auto-Renewal
ERROR FOUND?
Yes

**Step 17** will grab the client's information

**Step 18** will grab the membership information

**Step 19** will check to see if there is a client owner present on the profile

If yes, the workflow will move on to **Steps 20-21**.

If there is no client owner, the workflow will move on to **Step 23**.

8
Get Membership
9
IF 
Client owner
Step 7
 is present
Yes
No
10
Get Employee
11
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
12
ELSE do the following steps
13
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
14
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time of day to send the notice
15
IF 
is_stop_job
Step 14
 is true
Yes
No
16
STOP job
17
Get Client
18
Get Membership
19
IF 
Client owner
Step 17
 is present
Yes
No
20
Get Employee
21
Send Email: Membership - [Universal] - Final Reminder: Your Membership Auto-Renewal
22
ELSE do the following steps
23
Send Email: Membership - [Universal] - Final Reminder: Your Membership Auto-Renewal
ERROR FOUND?
Yes

**Step 20** will pull the client owners information

**Step 21** will send an email to the client signed from the client owner letting them know of the renewal and upcoming charge

*Pro-tip: You can edit the email template by going to Workflows &gt; Email Templates and searching for "Final Reminder: Your Membership Auto-Renewal"*

If there was no client owners **Step 23** will send the same email and sign it from the business.

9
IF 
Client owner
Step 7
 is present
Yes
No
12
ELSE do the following steps
13
Send Email: Membership - [Universal] - Your Membership Will Auto-Renew Soon
14
Call Universal | Membership Management | FUNC | Check enrollment, Check if Membership Status =! active, wait until notice time
Set the time of the notice in days before expiration. Set the time of day to send the notice
15
IF 
is_stop_job
Step 14
 is true
Yes
No
16
STOP job
17
Get Client
18
Get Membership
19
IF 
Client owner
Step 17
 is present
Yes
No
20
Get Employee
21
Send Email: Membership - [Universal] - Final Reminder: Your Membership Auto-Renewal
22
ELSE do the following steps
23
Send Email: Membership - [Universal] - Final Reminder: Your Membership Auto-Renewal
ERROR FOUND?
Yes

Click "Save" to save any changes you've made and click "Exit" to leave editor mode

Membership Renewal Notice
RECIPE
TEST JOBS
Save
Test recipe
Refresh
Exit

Click "Start Recipe" to enable this recipe!

Navigate to [https://app.wodify.com/AdminWorkflow/Builder](https://app.wodify.com/AdminWorkflow/Builder)

Click "Projects
Rowan Beiter Demo/Wodify Bundles/Universal/Membership Management/Recipes
Membership Renewal Notice
: Recipe
Membership Renewal Notice
E..."

Projects
Rowan Beiter Demo/Wodify Bundles/Universal/Membership Management/Recipes
Membership Renewal Notice
: Recipe
Membership Renewal Notice
Edit recipe
Start recipe

Setting Up Membership Renewal Notice Workflow