Setting Up Membership Renewal Notice Workflow

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29 seconds

Wodify

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/gdVvCymeCz9m7Wum53PV1A) 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**

**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**.

**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 > 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.

**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**

**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**.

**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 > 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.

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

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..."