[{"data":1,"prerenderedAt":3700},["ShallowReactive",2],{"guide":3,"related-guides-membership":1012},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"published":10,"modified":10,"author":11,"author_image":12,"image":13,"silo":5,"ctaHeadline":14,"ctaDescription":15,"faqs":16,"body":29,"_type":1005,"_id":1006,"_source":1007,"_file":1008,"_stem":1009,"_extension":1010,"sitemap":1011},"/guides/membership/automate-membership-renewals","membership",false,"","How to Automate Membership Renewals","A practical guide to setting up automated membership renewals. What to automate, what to keep human, and how to increase renewals while reducing the work.","2026-01-12","Matt Elliott","/images/matt.jpg","/images/guides/automate-membership-renewals.png","Manually chasing renewals every month?","See how automated reminders can recover 25%+ of expiring members.",[17,20,23,26],{"question":18,"answer":19},"How do automated membership renewals work?","The system tracks expiration dates and sends reminders automatically. Typically: a reminder 30 days before expiration, another at 14 days, and a final notice at expiration. Members click a link in the email, pay online, and their membership updates immediately. No staff involvement needed for the standard renewal path.",{"question":21,"answer":22},"Will automated renewals feel impersonal to members?","Only if you write them that way. Automated emails can still use your organization's voice, reference the member's history, and feel personal. The key is writing them once with care, not churning out generic templates. Members appreciate renewal being easy more than they appreciate a hand-written note they have to respond to.",{"question":24,"answer":25},"What renewal rate improvement can we expect from automation?","Organizations typically see 15-30% improvement in renewal rates after implementing automated reminders. The biggest gain comes from reaching members at the right time with an easy way to renew. Members who intend to renew often just forget. Timely reminders with one-click renewal solve this.",{"question":27,"answer":28},"Should we offer automatic recurring billing for memberships?","It depends on your membership type. Annual memberships with recurring billing can feel aggressive. Monthly or quarterly memberships benefit more from auto-renewal. A middle ground: let members opt-in to auto-renewal rather than making it the default. This respects their choice while still reducing renewal friction.",{"type":30,"children":31,"toc":950},"root",[32,41,47,102,107,112,135,140,178,184,189,195,200,206,211,217,222,228,233,239,252,258,263,269,274,280,285,291,296,302,307,332,338,343,349,371,394,400,419,437,443,462,480,486,505,523,529,534,539,545,551,556,561,567,572,584,590,595,613,618,624,629,635,641,646,652,657,663,668,674,679,685,690,709,715,720,726,731,737,742,748,753,759,764,770,775,781,786,792,797,807,817,827,837,842,848,853,863,873,883,893,898,924,930,935,940,945],{"type":33,"tag":34,"props":35,"children":37},"element","h2",{"id":36},"the-real-cost-of-manual-renewals",[38],{"type":39,"value":40},"text","The Real Cost of Manual Renewals",{"type":33,"tag":42,"props":43,"children":44},"p",{},[45],{"type":39,"value":46},"Manual membership renewal looks like this:",{"type":33,"tag":48,"props":49,"children":50},"ol",{},[51,57,62,67,72,77,82,87,92,97],{"type":33,"tag":52,"props":53,"children":54},"li",{},[55],{"type":39,"value":56},"Check who's expiring this month (query or spreadsheet filter)",{"type":33,"tag":52,"props":58,"children":59},{},[60],{"type":39,"value":61},"Draft a renewal email",{"type":33,"tag":52,"props":63,"children":64},{},[65],{"type":39,"value":66},"Send it to the list",{"type":33,"tag":52,"props":68,"children":69},{},[70],{"type":39,"value":71},"Wait for responses",{"type":33,"tag":52,"props":73,"children":74},{},[75],{"type":39,"value":76},"Process each payment individually",{"type":33,"tag":52,"props":78,"children":79},{},[80],{"type":39,"value":81},"Update each record manually",{"type":33,"tag":52,"props":83,"children":84},{},[85],{"type":39,"value":86},"Send confirmation to each member",{"type":33,"tag":52,"props":88,"children":89},{},[90],{"type":39,"value":91},"Follow up with non-responders",{"type":33,"tag":52,"props":93,"children":94},{},[95],{"type":39,"value":96},"Repeat steps 2-8 for the follow-up",{"type":33,"tag":52,"props":98,"children":99},{},[100],{"type":39,"value":101},"Repeat everything next month",{"type":33,"tag":42,"props":103,"children":104},{},[105],{"type":39,"value":106},"For an organization with 500 members and 10% expiring monthly, that's 50 renewal interactions every month. Each one involves multiple touches. Staff spend hours on what should be automatic.",{"type":33,"tag":42,"props":108,"children":109},{},[110],{"type":39,"value":111},"The automation version:",{"type":33,"tag":48,"props":113,"children":114},{},[115,120,125,130],{"type":33,"tag":52,"props":116,"children":117},{},[118],{"type":39,"value":119},"System identifies expiring members automatically",{"type":33,"tag":52,"props":121,"children":122},{},[123],{"type":39,"value":124},"System sends timed reminder emails automatically",{"type":33,"tag":52,"props":126,"children":127},{},[128],{"type":39,"value":129},"Member clicks link, pays, record updates automatically",{"type":33,"tag":52,"props":131,"children":132},{},[133],{"type":39,"value":134},"Staff handles only the exceptions",{"type":33,"tag":42,"props":136,"children":137},{},[138],{"type":39,"value":139},"Same 50 members, maybe 10 minutes of staff time for the edge cases.",{"type":33,"tag":141,"props":142,"children":143},"expert-insight",{},[144,151],{"type":33,"tag":145,"props":146,"children":148},"h3",{"id":147},"big-apple-100-renewals-from-one-email",[149],{"type":39,"value":150},"Big Apple: 100+ Renewals From One Email",{"type":33,"tag":42,"props":152,"children":153},{},[154,156,162,164,169,171],{"type":39,"value":155},"The guild sent one automated reminder to expiring members. Result: ",{"type":33,"tag":157,"props":158,"children":159},"strong",{},[160],{"type":39,"value":161},"100+ members renewed",{"type":39,"value":163}," from that single email, a ",{"type":33,"tag":157,"props":165,"children":166},{},[167],{"type":39,"value":168},"25%+ renewal rate improvement",{"type":39,"value":170},". Before automation, each renewal required manual processing. After: \"The system is intuitive and tracks all information we need.\" (Guild Administrator) ",{"type":33,"tag":172,"props":173,"children":175},"a",{"href":174},"/case-studies/big-apple-knitters-guild-membership-management",[176],{"type":39,"value":177},"Read the full story →",{"type":33,"tag":34,"props":179,"children":181},{"id":180},"what-to-automate",[182],{"type":39,"value":183},"What to Automate",{"type":33,"tag":42,"props":185,"children":186},{},[187],{"type":39,"value":188},"These parts of renewal work better automated:",{"type":33,"tag":145,"props":190,"children":192},{"id":191},"expiration-tracking",[193],{"type":39,"value":194},"Expiration Tracking",{"type":33,"tag":42,"props":196,"children":197},{},[198],{"type":39,"value":199},"Humans forget to check who's expiring. Spreadsheet filters get out of date. Calendars get crowded. The system should know expiration dates and act on them without anyone remembering to look.",{"type":33,"tag":145,"props":201,"children":203},{"id":202},"reminder-emails",[204],{"type":39,"value":205},"Reminder Emails",{"type":33,"tag":42,"props":207,"children":208},{},[209],{"type":39,"value":210},"The timing and content of renewal reminders is predictable. First reminder 30 days out. Second reminder 14 days out. Final reminder at expiration. Maybe a \"we miss you\" message 30 days after lapse. This is exactly what automation does well: consistent, timed communication at scale.",{"type":33,"tag":145,"props":212,"children":214},{"id":213},"payment-processing",[215],{"type":39,"value":216},"Payment Processing",{"type":33,"tag":42,"props":218,"children":219},{},[220],{"type":39,"value":221},"When a member clicks \"renew\" in their email, they should land on a payment page that knows who they are and what they owe. Payment completes, membership extends, confirmation sends. No manual data entry, no reconciliation, no delay.",{"type":33,"tag":145,"props":223,"children":225},{"id":224},"status-updates",[226],{"type":39,"value":227},"Status Updates",{"type":33,"tag":42,"props":229,"children":230},{},[231],{"type":39,"value":232},"The moment payment clears, membership status should change from \"expiring\" to \"active\" and the new expiration date should be set. Staff shouldn't have to update records manually after payments process.",{"type":33,"tag":145,"props":234,"children":236},{"id":235},"confirmation-messages",[237],{"type":39,"value":238},"Confirmation Messages",{"type":33,"tag":42,"props":240,"children":241},{},[242,244,250],{"type":39,"value":243},"\"Thank you for renewing! Your membership is now active through ",{"type":33,"tag":245,"props":246,"children":247},"span",{},[248],{"type":39,"value":249},"date",{"type":39,"value":251},".\" This doesn't need a human to type it. It should send automatically with accurate information the moment renewal completes.",{"type":33,"tag":34,"props":253,"children":255},{"id":254},"what-to-keep-human",[256],{"type":39,"value":257},"What to Keep Human",{"type":33,"tag":42,"props":259,"children":260},{},[261],{"type":39,"value":262},"Not everything should be automated:",{"type":33,"tag":145,"props":264,"children":266},{"id":265},"lapsed-member-outreach",[267],{"type":39,"value":268},"Lapsed Member Outreach",{"type":33,"tag":42,"props":270,"children":271},{},[272],{"type":39,"value":273},"When someone doesn't renew despite reminders, a personal email or phone call might bring them back. Automation can flag these situations. Humans should handle the outreach. \"I noticed you didn't renew. Is everything okay?\" lands differently than another automated email.",{"type":33,"tag":145,"props":275,"children":277},{"id":276},"membership-upgrades",[278],{"type":39,"value":279},"Membership Upgrades",{"type":33,"tag":42,"props":281,"children":282},{},[283],{"type":39,"value":284},"When a member inquires about upgrading their membership tier, that's a conversation opportunity. Automate the upgrade payment process, but keep the discussion human.",{"type":33,"tag":145,"props":286,"children":288},{"id":287},"problem-resolution",[289],{"type":39,"value":290},"Problem Resolution",{"type":33,"tag":42,"props":292,"children":293},{},[294],{"type":39,"value":295},"Payment failed? Questions about benefits? Confusion about expiration date? These need human judgment and care. Automation should route these situations to staff, not try to handle them.",{"type":33,"tag":145,"props":297,"children":299},{"id":298},"long-tenured-members",[300],{"type":39,"value":301},"Long-Tenured Members",{"type":33,"tag":42,"props":303,"children":304},{},[305],{"type":39,"value":306},"When someone has been a member for 10 years, the renewal confirmation could include personal recognition. Automation can flag the milestone. A human should add the personal touch.",{"type":33,"tag":141,"props":308,"children":309},{},[310,316],{"type":33,"tag":145,"props":311,"children":313},{"id":312},"big-apple-admin-time-cut-in-half",[314],{"type":39,"value":315},"Big Apple: Admin Time Cut in Half",{"type":33,"tag":42,"props":317,"children":318},{},[319,321,326,328],{"type":39,"value":320},"Automation didn't remove the human element. It removed the manual busywork. Result: admin time dropped from ",{"type":33,"tag":157,"props":322,"children":323},{},[324],{"type":39,"value":325},"14-18 hours monthly to 6-10 hours",{"type":39,"value":327},". Staff could spend time on members who needed attention instead of processing routine renewals. ",{"type":33,"tag":172,"props":329,"children":330},{"href":174},[331],{"type":39,"value":177},{"type":33,"tag":34,"props":333,"children":335},{"id":334},"setting-up-your-reminder-sequence",[336],{"type":39,"value":337},"Setting Up Your Reminder Sequence",{"type":33,"tag":42,"props":339,"children":340},{},[341],{"type":39,"value":342},"A typical renewal reminder sequence:",{"type":33,"tag":145,"props":344,"children":346},{"id":345},"_30-days-before-expiration",[347],{"type":39,"value":348},"30 Days Before Expiration",{"type":33,"tag":42,"props":350,"children":351},{},[352,357,359,364,366],{"type":33,"tag":157,"props":353,"children":354},{},[355],{"type":39,"value":356},"Goal:",{"type":39,"value":358}," Early notice for planners\n",{"type":33,"tag":157,"props":360,"children":361},{},[362],{"type":39,"value":363},"Tone:",{"type":39,"value":365}," Informational, low pressure\n",{"type":33,"tag":157,"props":367,"children":368},{},[369],{"type":39,"value":370},"Content:",{"type":33,"tag":372,"props":373,"children":374},"ul",{},[375,384,389],{"type":33,"tag":52,"props":376,"children":377},{},[378,380],{"type":39,"value":379},"Their membership expires on ",{"type":33,"tag":245,"props":381,"children":382},{},[383],{"type":39,"value":249},{"type":33,"tag":52,"props":385,"children":386},{},[387],{"type":39,"value":388},"Here's what membership includes (remind them of value)",{"type":33,"tag":52,"props":390,"children":391},{},[392],{"type":39,"value":393},"Link to renew when they're ready",{"type":33,"tag":145,"props":395,"children":397},{"id":396},"_14-days-before-expiration",[398],{"type":39,"value":399},"14 Days Before Expiration",{"type":33,"tag":42,"props":401,"children":402},{},[403,407,409,413,415],{"type":33,"tag":157,"props":404,"children":405},{},[406],{"type":39,"value":356},{"type":39,"value":408}," Create gentle urgency\n",{"type":33,"tag":157,"props":410,"children":411},{},[412],{"type":39,"value":363},{"type":39,"value":414}," Helpful reminder\n",{"type":33,"tag":157,"props":416,"children":417},{},[418],{"type":39,"value":370},{"type":33,"tag":372,"props":420,"children":421},{},[422,427,432],{"type":33,"tag":52,"props":423,"children":424},{},[425],{"type":39,"value":426},"Membership expiring soon",{"type":33,"tag":52,"props":428,"children":429},{},[430],{"type":39,"value":431},"Quick summary of what they've used (if trackable)",{"type":33,"tag":52,"props":433,"children":434},{},[435],{"type":39,"value":436},"Easy one-click renewal link",{"type":33,"tag":145,"props":438,"children":440},{"id":439},"day-of-expiration",[441],{"type":39,"value":442},"Day of Expiration",{"type":33,"tag":42,"props":444,"children":445},{},[446,450,452,456,458],{"type":33,"tag":157,"props":447,"children":448},{},[449],{"type":39,"value":356},{"type":39,"value":451}," Last chance before lapse\n",{"type":33,"tag":157,"props":453,"children":454},{},[455],{"type":39,"value":363},{"type":39,"value":457}," Direct but not pushy\n",{"type":33,"tag":157,"props":459,"children":460},{},[461],{"type":39,"value":370},{"type":33,"tag":372,"props":463,"children":464},{},[465,470,475],{"type":33,"tag":52,"props":466,"children":467},{},[468],{"type":39,"value":469},"Your membership expires today",{"type":33,"tag":52,"props":471,"children":472},{},[473],{"type":39,"value":474},"Renew now to maintain access",{"type":33,"tag":52,"props":476,"children":477},{},[478],{"type":39,"value":479},"What happens if they don't (lose benefits, etc.)",{"type":33,"tag":145,"props":481,"children":483},{"id":482},"_14-days-after-lapse-optional",[484],{"type":39,"value":485},"14 Days After Lapse (Optional)",{"type":33,"tag":42,"props":487,"children":488},{},[489,493,495,499,501],{"type":33,"tag":157,"props":490,"children":491},{},[492],{"type":39,"value":356},{"type":39,"value":494}," Win back recently lapsed\n",{"type":33,"tag":157,"props":496,"children":497},{},[498],{"type":39,"value":363},{"type":39,"value":500}," We miss you\n",{"type":33,"tag":157,"props":502,"children":503},{},[504],{"type":39,"value":370},{"type":33,"tag":372,"props":506,"children":507},{},[508,513,518],{"type":33,"tag":52,"props":509,"children":510},{},[511],{"type":39,"value":512},"Acknowledge they've lapsed",{"type":33,"tag":52,"props":514,"children":515},{},[516],{"type":39,"value":517},"Reminder of what they're missing",{"type":33,"tag":52,"props":519,"children":520},{},[521],{"type":39,"value":522},"Easy path to rejoin",{"type":33,"tag":145,"props":524,"children":526},{"id":525},"timing-matters",[527],{"type":39,"value":528},"Timing Matters",{"type":33,"tag":42,"props":530,"children":531},{},[532],{"type":39,"value":533},"Don't over-communicate. Four emails over 6 weeks is probably the maximum before you're annoying people. Some organizations do fewer. Test what works for your members.",{"type":33,"tag":42,"props":535,"children":536},{},[537],{"type":39,"value":538},"Send at sensible times. Tuesday through Thursday, mid-morning. Not weekends, not late at night. You want the email to be noticed, not buried.",{"type":33,"tag":34,"props":540,"children":542},{"id":541},"writing-renewal-emails-that-work",[543],{"type":39,"value":544},"Writing Renewal Emails That Work",{"type":33,"tag":145,"props":546,"children":548},{"id":547},"be-direct-about-whats-happening",[549],{"type":39,"value":550},"Be Direct About What's Happening",{"type":33,"tag":42,"props":552,"children":553},{},[554],{"type":39,"value":555},"Bad: \"As a valued member of our community, we wanted to reach out to share some important information about your membership status.\"",{"type":33,"tag":42,"props":557,"children":558},{},[559],{"type":39,"value":560},"Good: \"Your membership expires on March 15th.\"",{"type":33,"tag":145,"props":562,"children":564},{"id":563},"make-the-action-obvious",[565],{"type":39,"value":566},"Make the Action Obvious",{"type":33,"tag":42,"props":568,"children":569},{},[570],{"type":39,"value":571},"Bad: \"If you wish to continue enjoying the benefits of membership, please visit our website and navigate to the membership section to explore your renewal options.\"",{"type":33,"tag":42,"props":573,"children":574},{},[575,577,582],{"type":39,"value":576},"Good: \"Renew now → ",{"type":33,"tag":245,"props":578,"children":579},{},[580],{"type":39,"value":581},"button",{"type":39,"value":583},"\"",{"type":33,"tag":145,"props":585,"children":587},{"id":586},"reference-their-specific-situation",[588],{"type":39,"value":589},"Reference Their Specific Situation",{"type":33,"tag":42,"props":591,"children":592},{},[593],{"type":39,"value":594},"If you can personalize, do:",{"type":33,"tag":372,"props":596,"children":597},{},[598,603,608],{"type":33,"tag":52,"props":599,"children":600},{},[601],{"type":39,"value":602},"\"You've been a member since 2019.\"",{"type":33,"tag":52,"props":604,"children":605},{},[606],{"type":39,"value":607},"\"This year you attended 12 events.\"",{"type":33,"tag":52,"props":609,"children":610},{},[611],{"type":39,"value":612},"\"Your family membership covers 4 people.\"",{"type":33,"tag":42,"props":614,"children":615},{},[616],{"type":39,"value":617},"This takes the email from generic to specific. Members notice.",{"type":33,"tag":145,"props":619,"children":621},{"id":620},"write-like-a-human",[622],{"type":39,"value":623},"Write Like a Human",{"type":33,"tag":42,"props":625,"children":626},{},[627],{"type":39,"value":628},"Automated doesn't mean robotic. Write in your organization's voice. Use contractions. Be warm. The email is automated; the tone doesn't have to be.",{"type":33,"tag":34,"props":630,"children":632},{"id":631},"common-automation-mistakes",[633],{"type":39,"value":634},"Common Automation Mistakes",{"type":33,"tag":145,"props":636,"children":638},{"id":637},"too-many-reminders",[639],{"type":39,"value":640},"Too Many Reminders",{"type":33,"tag":42,"props":642,"children":643},{},[644],{"type":39,"value":645},"Six emails in a month feels like harassment. Members who aren't going to renew still won't renew, and now they're annoyed. Three to four well-timed reminders is usually the right number.",{"type":33,"tag":145,"props":647,"children":649},{"id":648},"no-easy-renewal-path",[650],{"type":39,"value":651},"No Easy Renewal Path",{"type":33,"tag":42,"props":653,"children":654},{},[655],{"type":39,"value":656},"The reminder email links to your homepage. The member has to find the membership section, log in, navigate to renewal, and start the process. By then they've given up. Link directly to a renewal page where they can complete the process in two clicks.",{"type":33,"tag":145,"props":658,"children":660},{"id":659},"identical-emails-every-time",[661],{"type":39,"value":662},"Identical Emails Every Time",{"type":33,"tag":42,"props":664,"children":665},{},[666],{"type":39,"value":667},"If reminder one and reminder two say exactly the same thing, why would the second one work? Vary the content. First email can be longer (remind them of benefits). Second can be shorter (just the reminder). Third can emphasize urgency.",{"type":33,"tag":145,"props":669,"children":671},{"id":670},"ignoring-failed-payments",[672],{"type":39,"value":673},"Ignoring Failed Payments",{"type":33,"tag":42,"props":675,"children":676},{},[677],{"type":39,"value":678},"Member tried to renew, card declined. System sends \"payment failed\" email. Then nothing. That member might have renewed with a different card if prompted again. Set up follow-up for failed payments specifically.",{"type":33,"tag":145,"props":680,"children":682},{"id":681},"no-segmentation",[683],{"type":39,"value":684},"No Segmentation",{"type":33,"tag":42,"props":686,"children":687},{},[688],{"type":39,"value":689},"Members who've been with you for 10 years and members who just joined last year probably shouldn't get identical renewal emails. At minimum, segment by tenure. Better: segment by engagement level, membership type, or how they joined.",{"type":33,"tag":141,"props":691,"children":692},{},[693,699],{"type":33,"tag":145,"props":694,"children":696},{"id":695},"hawkwood-automated-verification-increased-revenue",[697],{"type":39,"value":698},"Hawkwood: Automated Verification Increased Revenue",{"type":33,"tag":42,"props":700,"children":701},{},[702,704],{"type":39,"value":703},"Manual verification let non-members slip through without purchasing memberships. After automating membership verification: \"Every person now purchases a membership for member-only programs. Much to the treasurer's delight.\" (Heather, Programs Coordinator) ",{"type":33,"tag":172,"props":705,"children":707},{"href":706},"/case-studies/pickleball-courts-and-community-garden-software",[708],{"type":39,"value":177},{"type":33,"tag":34,"props":710,"children":712},{"id":711},"measuring-whats-working",[713],{"type":39,"value":714},"Measuring What's Working",{"type":33,"tag":42,"props":716,"children":717},{},[718],{"type":39,"value":719},"Track these metrics:",{"type":33,"tag":145,"props":721,"children":723},{"id":722},"renewal-rate",[724],{"type":39,"value":725},"Renewal Rate",{"type":33,"tag":42,"props":727,"children":728},{},[729],{"type":39,"value":730},"Percentage of expiring members who renew. Compare before and after automation. You should see improvement.",{"type":33,"tag":145,"props":732,"children":734},{"id":733},"time-to-renew",[735],{"type":39,"value":736},"Time to Renew",{"type":33,"tag":42,"props":738,"children":739},{},[740],{"type":39,"value":741},"How long between first reminder and actual renewal? If most renewals happen after the expiration email, your earlier emails might need work.",{"type":33,"tag":145,"props":743,"children":745},{"id":744},"email-open-rates",[746],{"type":39,"value":747},"Email Open Rates",{"type":33,"tag":42,"props":749,"children":750},{},[751],{"type":39,"value":752},"Are people seeing your reminders? If open rates are low, test subject lines, sender names, and send times.",{"type":33,"tag":145,"props":754,"children":756},{"id":755},"click-through-rates",[757],{"type":39,"value":758},"Click-Through Rates",{"type":33,"tag":42,"props":760,"children":761},{},[762],{"type":39,"value":763},"People open but don't click? The email content or the renewal link might be the problem.",{"type":33,"tag":145,"props":765,"children":767},{"id":766},"lapse-rate",[768],{"type":39,"value":769},"Lapse Rate",{"type":33,"tag":42,"props":771,"children":772},{},[773],{"type":39,"value":774},"Percentage who expire and don't renew within 30 days. This is who you're losing. If it's high, consider what's driving non-renewal (price? benefit changes? competition?).",{"type":33,"tag":145,"props":776,"children":778},{"id":777},"staff-time-on-renewals",[779],{"type":39,"value":780},"Staff Time on Renewals",{"type":33,"tag":42,"props":782,"children":783},{},[784],{"type":39,"value":785},"The whole point is saving time. Track how many hours staff spend on renewal-related work. It should drop significantly.",{"type":33,"tag":34,"props":787,"children":789},{"id":788},"the-automation-doesnt-stop-at-renewal",[790],{"type":39,"value":791},"The Automation Doesn't Stop at Renewal",{"type":33,"tag":42,"props":793,"children":794},{},[795],{"type":39,"value":796},"Once renewal automation works, consider extending it:",{"type":33,"tag":42,"props":798,"children":799},{},[800,805],{"type":33,"tag":157,"props":801,"children":802},{},[803],{"type":39,"value":804},"Welcome sequences.",{"type":39,"value":806}," New member joins, they get a series of emails introducing your organization, highlighting benefits, and encouraging engagement.",{"type":33,"tag":42,"props":808,"children":809},{},[810,815],{"type":33,"tag":157,"props":811,"children":812},{},[813],{"type":39,"value":814},"Engagement prompts.",{"type":39,"value":816}," Member hasn't used any benefits in 3 months? Automated \"did you know you have access to...\" email.",{"type":33,"tag":42,"props":818,"children":819},{},[820,825],{"type":33,"tag":157,"props":821,"children":822},{},[823],{"type":39,"value":824},"Anniversary recognition.",{"type":39,"value":826}," Member hits 5 years? Automatic thank you with personal touch from staff.",{"type":33,"tag":42,"props":828,"children":829},{},[830,835],{"type":33,"tag":157,"props":831,"children":832},{},[833],{"type":39,"value":834},"Feedback requests.",{"type":39,"value":836}," After renewal, ask how things are going. This surfaces problems before they cause non-renewal next year.",{"type":33,"tag":42,"props":838,"children":839},{},[840],{"type":39,"value":841},"Each of these follows the same pattern: identify a trigger, define the action, make it automatic. The system does the timing and sending. Humans write the content and handle the responses.",{"type":33,"tag":34,"props":843,"children":845},{"id":844},"starting-simple",[846],{"type":39,"value":847},"Starting Simple",{"type":33,"tag":42,"props":849,"children":850},{},[851],{"type":39,"value":852},"If you're new to automation, don't build everything at once:",{"type":33,"tag":42,"props":854,"children":855},{},[856,861],{"type":33,"tag":157,"props":857,"children":858},{},[859],{"type":39,"value":860},"Month 1:",{"type":39,"value":862}," Set up basic reminder sequence (30 days, 14 days, day of). Get the emails written, the timing configured, the renewal link working.",{"type":33,"tag":42,"props":864,"children":865},{},[866,871],{"type":33,"tag":157,"props":867,"children":868},{},[869],{"type":39,"value":870},"Month 2:",{"type":39,"value":872}," Watch it run. Note what's working and what isn't. Adjust email content based on open rates and renewal timing.",{"type":33,"tag":42,"props":874,"children":875},{},[876,881],{"type":33,"tag":157,"props":877,"children":878},{},[879],{"type":39,"value":880},"Month 3:",{"type":39,"value":882}," Add one refinement (failed payment follow-up, or lapsed member outreach, or a fourth reminder).",{"type":33,"tag":42,"props":884,"children":885},{},[886,891],{"type":33,"tag":157,"props":887,"children":888},{},[889],{"type":39,"value":890},"Ongoing:",{"type":39,"value":892}," Continue improving based on data. What you learn in month 6 will be different from month 3.",{"type":33,"tag":42,"props":894,"children":895},{},[896],{"type":39,"value":897},"Automation is a process, not a project. Set up the foundation, then iterate.",{"type":33,"tag":141,"props":899,"children":900},{},[901,907],{"type":33,"tag":145,"props":902,"children":904},{"id":903},"tuscany-automation-let-volunteers-focus-on-community",[905],{"type":39,"value":906},"Tuscany: Automation Let Volunteers Focus on Community",{"type":33,"tag":42,"props":908,"children":909},{},[910,912,917,919],{"type":39,"value":911},"Volunteer-driven organization saved ",{"type":33,"tag":157,"props":913,"children":914},{},[915],{"type":39,"value":916},"~10,000 hours",{"type":39,"value":918}," of administrative work. That time went back to the actual mission: building community. \"One of the best advantages is the experience with the team. They feel like an extension of our own team.\" (Jamie, Executive Director) ",{"type":33,"tag":172,"props":920,"children":922},{"href":921},"/case-studies/soccer-registration-software",[923],{"type":39,"value":177},{"type":33,"tag":34,"props":925,"children":927},{"id":926},"the-bottom-line",[928],{"type":39,"value":929},"The Bottom Line",{"type":33,"tag":42,"props":931,"children":932},{},[933],{"type":39,"value":934},"Membership renewal automation isn't about removing humans from the process. It's about removing humans from the parts of the process that don't need them.",{"type":33,"tag":42,"props":936,"children":937},{},[938],{"type":39,"value":939},"Members get timely reminders and easy renewal. Staff get time back for work that actually needs a human. Renewal rates improve because the mechanics work smoothly.",{"type":33,"tag":42,"props":941,"children":942},{},[943],{"type":39,"value":944},"The personal touch isn't lost. It's redirected. Instead of manually processing every renewal, staff can reach out to the lapsed member who's been with you for 10 years, or the new member who seems confused, or the engaged member who might want to upgrade.",{"type":33,"tag":42,"props":946,"children":947},{},[948],{"type":39,"value":949},"Automation handles the routine so humans can handle what matters.",{"title":7,"searchDepth":951,"depth":951,"links":952},2,[953,957,964,971,978,984,992,1000,1001,1004],{"id":36,"depth":951,"text":40,"children":954},[955],{"id":147,"depth":956,"text":150},3,{"id":180,"depth":951,"text":183,"children":958},[959,960,961,962,963],{"id":191,"depth":956,"text":194},{"id":202,"depth":956,"text":205},{"id":213,"depth":956,"text":216},{"id":224,"depth":956,"text":227},{"id":235,"depth":956,"text":238},{"id":254,"depth":951,"text":257,"children":965},[966,967,968,969,970],{"id":265,"depth":956,"text":268},{"id":276,"depth":956,"text":279},{"id":287,"depth":956,"text":290},{"id":298,"depth":956,"text":301},{"id":312,"depth":956,"text":315},{"id":334,"depth":951,"text":337,"children":972},[973,974,975,976,977],{"id":345,"depth":956,"text":348},{"id":396,"depth":956,"text":399},{"id":439,"depth":956,"text":442},{"id":482,"depth":956,"text":485},{"id":525,"depth":956,"text":528},{"id":541,"depth":951,"text":544,"children":979},[980,981,982,983],{"id":547,"depth":956,"text":550},{"id":563,"depth":956,"text":566},{"id":586,"depth":956,"text":589},{"id":620,"depth":956,"text":623},{"id":631,"depth":951,"text":634,"children":985},[986,987,988,989,990,991],{"id":637,"depth":956,"text":640},{"id":648,"depth":956,"text":651},{"id":659,"depth":956,"text":662},{"id":670,"depth":956,"text":673},{"id":681,"depth":956,"text":684},{"id":695,"depth":956,"text":698},{"id":711,"depth":951,"text":714,"children":993},[994,995,996,997,998,999],{"id":722,"depth":956,"text":725},{"id":733,"depth":956,"text":736},{"id":744,"depth":956,"text":747},{"id":755,"depth":956,"text":758},{"id":766,"depth":956,"text":769},{"id":777,"depth":956,"text":780},{"id":788,"depth":951,"text":791},{"id":844,"depth":951,"text":847,"children":1002},[1003],{"id":903,"depth":956,"text":906},{"id":926,"depth":951,"text":929},"markdown","content:guides:membership:automate-membership-renewals.md","content","guides/membership/automate-membership-renewals.md","guides/membership/automate-membership-renewals","md",{"loc":4},[1013,1663,2547,2961],{"_path":1014,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":1015,"description":1016,"published":1017,"modified":1017,"author":11,"author_image":12,"image":1018,"silo":5,"ctaHeadline":1019,"ctaDescription":1020,"faqs":1021,"body":1034,"_type":1005,"_id":1659,"_source":1007,"_file":1660,"_stem":1661,"_extension":1010,"sitemap":1662},"/guides/membership/best-nonprofit-membership-signup-renewal-pages","Best Nonprofit Membership Signup and Renewal Pages: What High-Converting Pages Include","A tactical guide to nonprofit membership signup and renewal pages. Learn what to include, what to remove, and how to make joining or renewing easier for members.","2026-05-16","/images/guides/nonprofit-membership-signup-renewal-pages.png","Need better signup and renewal pages?","See how Communal helps members join, renew, and manage their profile without staff follow-up.",[1022,1025,1028,1031],{"question":1023,"answer":1024},"What should a nonprofit membership signup page include?","A good signup page should explain who the membership is for, what benefits members receive, how much it costs, when it expires, what information is required, and what happens after payment.",{"question":1026,"answer":1027},"How do you improve membership renewal conversion?","Make renewal links easy to find, pre-fill known member information, show the current membership status, explain the renewal term, and send reminders before and after expiry.",{"question":1029,"answer":1030},"Should nonprofits use one page for signup and renewal?","Usually the flow can be shared, but the messaging should be different. New members need benefit and eligibility context. Renewing members need status, expiry, and payment clarity.",{"question":1032,"answer":1033},"What causes members to abandon signup pages?","Too many required fields, unclear pricing, surprise fees, forced account creation too early, broken mobile layouts, and uncertainty about whether payment completed.",{"type":30,"children":1035,"toc":1637},[1036,1042,1047,1052,1057,1075,1080,1086,1092,1097,1102,1120,1126,1131,1136,1159,1164,1170,1175,1180,1186,1191,1196,1229,1234,1240,1245,1250,1283,1288,1294,1299,1327,1332,1338,1343,1348,1371,1376,1382,1387,1392,1425,1431,1437,1442,1448,1453,1459,1464,1470,1475,1503,1509,1514,1562,1567,1573,1578,1616,1621,1627,1632],{"type":33,"tag":34,"props":1037,"children":1039},{"id":1038},"the-page-teaches-people-what-membership-will-feel-like",[1040],{"type":39,"value":1041},"The Page Teaches People What Membership Will Feel Like",{"type":33,"tag":42,"props":1043,"children":1044},{},[1045],{"type":39,"value":1046},"For many nonprofits, the membership signup page is the first operational experience a member has with the organization. If it is confusing, slow, or full of questions that do not seem relevant, the member learns that joining will take effort.",{"type":33,"tag":42,"props":1048,"children":1049},{},[1050],{"type":39,"value":1051},"That impression matters. A clumsy signup page can make a strong organization feel disorganized. A clear one gives people confidence before they ever meet the staff.",{"type":33,"tag":42,"props":1053,"children":1054},{},[1055],{"type":39,"value":1056},"A strong membership signup or renewal page does three things:",{"type":33,"tag":48,"props":1058,"children":1059},{},[1060,1065,1070],{"type":33,"tag":52,"props":1061,"children":1062},{},[1063],{"type":39,"value":1064},"It makes the value of membership clear.",{"type":33,"tag":52,"props":1066,"children":1067},{},[1068],{"type":39,"value":1069},"It makes the required action obvious.",{"type":33,"tag":52,"props":1071,"children":1072},{},[1073],{"type":39,"value":1074},"It removes staff from routine follow-up.",{"type":33,"tag":42,"props":1076,"children":1077},{},[1078],{"type":39,"value":1079},"This is not only a design issue. It affects revenue, retention, staff workload, and the quality of the data you rely on later.",{"type":33,"tag":34,"props":1081,"children":1083},{"id":1082},"the-anatomy-of-a-good-membership-signup-page",[1084],{"type":39,"value":1085},"The Anatomy of a Good Membership Signup Page",{"type":33,"tag":145,"props":1087,"children":1089},{"id":1088},"a-clear-membership-name",[1090],{"type":39,"value":1091},"A Clear Membership Name",{"type":33,"tag":42,"props":1093,"children":1094},{},[1095],{"type":39,"value":1096},"Avoid internal names that only make sense to staff. \"2026 Family Membership\" is clearer than \"Base Plan A.\" \"Resident Senior Membership\" is clearer than \"Tier 2.\"",{"type":33,"tag":42,"props":1098,"children":1099},{},[1100],{"type":39,"value":1101},"Good names answer:",{"type":33,"tag":372,"props":1103,"children":1104},{},[1105,1110,1115],{"type":33,"tag":52,"props":1106,"children":1107},{},[1108],{"type":39,"value":1109},"Who is this for?",{"type":33,"tag":52,"props":1111,"children":1112},{},[1113],{"type":39,"value":1114},"How long does it last?",{"type":33,"tag":52,"props":1116,"children":1117},{},[1118],{"type":39,"value":1119},"Is it individual, family, business, senior, student, or household?",{"type":33,"tag":145,"props":1121,"children":1123},{"id":1122},"plain-language-eligibility",[1124],{"type":39,"value":1125},"Plain-Language Eligibility",{"type":33,"tag":42,"props":1127,"children":1128},{},[1129],{"type":39,"value":1130},"If membership depends on geography, age, organization type, or household status, explain that before checkout.",{"type":33,"tag":42,"props":1132,"children":1133},{},[1134],{"type":39,"value":1135},"For example:",{"type":33,"tag":372,"props":1137,"children":1138},{},[1139,1144,1149,1154],{"type":33,"tag":52,"props":1140,"children":1141},{},[1142],{"type":39,"value":1143},"\"For residents inside the community boundary\"",{"type":33,"tag":52,"props":1145,"children":1146},{},[1147],{"type":39,"value":1148},"\"For families with children under 18\"",{"type":33,"tag":52,"props":1150,"children":1151},{},[1152],{"type":39,"value":1153},"\"For nonprofit organizations, not individuals\"",{"type":33,"tag":52,"props":1155,"children":1156},{},[1157],{"type":39,"value":1158},"\"For adult recreation members\"",{"type":33,"tag":42,"props":1160,"children":1161},{},[1162],{"type":39,"value":1163},"Unclear eligibility creates refunds, awkward support emails, and members who are not sure whether they chose the right thing.",{"type":33,"tag":145,"props":1165,"children":1167},{"id":1166},"pricing-without-surprises",[1168],{"type":39,"value":1169},"Pricing Without Surprises",{"type":33,"tag":42,"props":1171,"children":1172},{},[1173],{"type":39,"value":1174},"Show the full cost before the member starts entering information. If there are processing fees, taxes, add-ons, or optional donations, make them visible early.",{"type":33,"tag":42,"props":1176,"children":1177},{},[1178],{"type":39,"value":1179},"Do not make people complete a form just to discover the price.",{"type":33,"tag":145,"props":1181,"children":1183},{"id":1182},"benefits-that-match-the-decision",[1184],{"type":39,"value":1185},"Benefits That Match the Decision",{"type":33,"tag":42,"props":1187,"children":1188},{},[1189],{"type":39,"value":1190},"Most pages either say too little or try to sell every possible benefit at once.",{"type":33,"tag":42,"props":1192,"children":1193},{},[1194],{"type":39,"value":1195},"Useful benefit copy is specific:",{"type":33,"tag":372,"props":1197,"children":1198},{},[1199,1204,1209,1214,1219,1224],{"type":33,"tag":52,"props":1200,"children":1201},{},[1202],{"type":39,"value":1203},"\"Member pricing on programs\"",{"type":33,"tag":52,"props":1205,"children":1206},{},[1207],{"type":39,"value":1208},"\"Access to facility booking\"",{"type":33,"tag":52,"props":1210,"children":1211},{},[1212],{"type":39,"value":1213},"\"Voting rights at the annual meeting\"",{"type":33,"tag":52,"props":1215,"children":1216},{},[1217],{"type":39,"value":1218},"\"Digital membership card\"",{"type":33,"tag":52,"props":1220,"children":1221},{},[1222],{"type":39,"value":1223},"\"Community newsletter\"",{"type":33,"tag":52,"props":1225,"children":1226},{},[1227],{"type":39,"value":1228},"\"Discounts for family events\"",{"type":33,"tag":42,"props":1230,"children":1231},{},[1232],{"type":39,"value":1233},"Generic benefit copy like \"support your community\" can help, especially for mission-driven members. It should not replace concrete reasons to join.",{"type":33,"tag":145,"props":1235,"children":1237},{"id":1236},"a-short-form",[1238],{"type":39,"value":1239},"A Short Form",{"type":33,"tag":42,"props":1241,"children":1242},{},[1243],{"type":39,"value":1244},"Every required field adds friction. 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A signup form is not the best place to satisfy every reporting wish.",{"type":33,"tag":34,"props":1289,"children":1291},{"id":1290},"renewal-pages-need-different-messaging",[1292],{"type":39,"value":1293},"Renewal Pages Need Different Messaging",{"type":33,"tag":42,"props":1295,"children":1296},{},[1297],{"type":39,"value":1298},"Renewing members are not asking \"what is this?\" They are asking:",{"type":33,"tag":372,"props":1300,"children":1301},{},[1302,1307,1312,1317,1322],{"type":33,"tag":52,"props":1303,"children":1304},{},[1305],{"type":39,"value":1306},"Am I currently active?",{"type":33,"tag":52,"props":1308,"children":1309},{},[1310],{"type":39,"value":1311},"When does my membership expire?",{"type":33,"tag":52,"props":1313,"children":1314},{},[1315],{"type":39,"value":1316},"What will renewal cost?",{"type":33,"tag":52,"props":1318,"children":1319},{},[1320],{"type":39,"value":1321},"Will I lose anything if I wait?",{"type":33,"tag":52,"props":1323,"children":1324},{},[1325],{"type":39,"value":1326},"Did my renewal go through?",{"type":33,"tag":42,"props":1328,"children":1329},{},[1330],{"type":39,"value":1331},"A good renewal flow should show the member's current status, confirm the term they are buying, and avoid asking for information the organization already has.",{"type":33,"tag":34,"props":1333,"children":1335},{"id":1334},"renewal-emails-and-pages-should-work-together",[1336],{"type":39,"value":1337},"Renewal Emails and Pages Should Work Together",{"type":33,"tag":42,"props":1339,"children":1340},{},[1341],{"type":39,"value":1342},"The renewal page is only one part of the system. 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Do not send members to the homepage and make them search for the right button.",{"type":33,"tag":34,"props":1377,"children":1379},{"id":1378},"mobile-is-the-default-experience",[1380],{"type":39,"value":1381},"Mobile Is the Default Experience",{"type":33,"tag":42,"props":1383,"children":1384},{},[1385],{"type":39,"value":1386},"Many members renew from a phone after seeing an email. They may be in a parking lot, between meetings, or standing at the front desk. 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That is useful because members often do not think about renewal until they are trying to use a benefit.",{"type":33,"tag":34,"props":2816,"children":2818},{"id":2817},"features-to-compare",[2819],{"type":39,"value":2820},"Features to Compare",{"type":33,"tag":42,"props":2822,"children":2823},{},[2824],{"type":39,"value":2825},"Ask vendors:",{"type":33,"tag":372,"props":2827,"children":2828},{},[2829,2834,2839,2844,2849,2854,2859,2864],{"type":33,"tag":52,"props":2830,"children":2831},{},[2832],{"type":39,"value":2833},"Does the card update automatically after renewal?",{"type":33,"tag":52,"props":2835,"children":2836},{},[2837],{"type":39,"value":2838},"Can members access it from a portal?",{"type":33,"tag":52,"props":2840,"children":2841},{},[2842],{"type":39,"value":2843},"Does it support wallet passes?",{"type":33,"tag":52,"props":2845,"children":2846},{},[2847],{"type":39,"value":2848},"Can cards include QR codes or barcodes?",{"type":33,"tag":52,"props":2850,"children":2851},{},[2852],{"type":39,"value":2853},"Can staff scan cards?",{"type":33,"tag":52,"props":2855,"children":2856},{},[2857],{"type":39,"value":2858},"Can card fields be customized?",{"type":33,"tag":52,"props":2860,"children":2861},{},[2862],{"type":39,"value":2863},"Can family memberships be represented?",{"type":33,"tag":52,"props":2865,"children":2866},{},[2867],{"type":39,"value":2868},"What happens when membership expires?",{"type":33,"tag":34,"props":2870,"children":2872},{"id":2871},"mistakes-to-avoid",[2873],{"type":39,"value":2874},"Mistakes to Avoid",{"type":33,"tag":145,"props":2876,"children":2878},{"id":2877},"static-pdf-cards",[2879],{"type":39,"value":2880},"Static PDF Cards",{"type":33,"tag":42,"props":2882,"children":2883},{},[2884],{"type":39,"value":2885},"A PDF card is better than nothing, but it is not truly live. If status changes, the PDF is outdated unless someone regenerates and resends it.",{"type":33,"tag":145,"props":2887,"children":2889},{"id":2888},"cards-disconnected-from-renewals",[2890],{"type":39,"value":2891},"Cards Disconnected From Renewals",{"type":33,"tag":42,"props":2893,"children":2894},{},[2895],{"type":39,"value":2896},"If renewal does not update the card automatically, staff still have to intervene, which defeats much of the point.",{"type":33,"tag":145,"props":2898,"children":2900},{"id":2899},"requiring-a-new-app-for-everything",[2901],{"type":39,"value":2902},"Requiring a New App for Everything",{"type":33,"tag":42,"props":2904,"children":2905},{},[2906],{"type":39,"value":2907},"Some members will install an app. Many will not. Avoid making card access depend on a high-friction step unless your audience expects it.",{"type":33,"tag":145,"props":2909,"children":2911},{"id":2910},"ignoring-staff-verification",[2912],{"type":39,"value":2913},"Ignoring Staff Verification",{"type":33,"tag":42,"props":2915,"children":2916},{},[2917],{"type":39,"value":2918},"The card is only useful if staff can verify it quickly. Think about the person at the desk, not just the member receiving the card.",{"type":33,"tag":34,"props":2920,"children":2921},{"id":1623},[2922],{"type":39,"value":1626},{"type":33,"tag":42,"props":2924,"children":2925},{},[2926],{"type":39,"value":2927},"Communal connects digital membership cards to the live member record. That means the card can reflect active status, renewals, member details, and household context from the same system that handles signup, payments, programs, and reporting.",{"type":33,"tag":42,"props":2929,"children":2930},{},[2931],{"type":39,"value":2932},"For organizations tired of printing cards every season, the goal is not just \"digital.\" The goal is accurate membership proof with less staff work and fewer awkward status checks.",{"title":7,"searchDepth":951,"depth":951,"links":2934},[2935,2936,2942,2949,2950,2956],{"id":2571,"depth":951,"text":2574},{"id":2615,"depth":951,"text":2618,"children":2937},[2938,2939,2940,2941],{"id":2621,"depth":956,"text":2624},{"id":2637,"depth":956,"text":2640},{"id":2696,"depth":956,"text":2699},{"id":2712,"depth":956,"text":2715},{"id":2756,"depth":951,"text":2759,"children":2943},[2944,2945,2946,2947,2948],{"id":2762,"depth":956,"text":2765},{"id":2773,"depth":956,"text":2776},{"id":2784,"depth":956,"text":2787},{"id":2795,"depth":956,"text":2798},{"id":2806,"depth":956,"text":2809},{"id":2817,"depth":951,"text":2820},{"id":2871,"depth":951,"text":2874,"children":2951},[2952,2953,2954,2955],{"id":2877,"depth":956,"text":2880},{"id":2888,"depth":956,"text":2891},{"id":2899,"depth":956,"text":2902},{"id":2910,"depth":956,"text":2913},{"id":1623,"depth":951,"text":1626},"content:guides:membership:digital-membership-card-software.md","guides/membership/digital-membership-card-software.md","guides/membership/digital-membership-card-software",{"loc":2548},{"_path":2962,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":2963,"description":2964,"published":10,"modified":10,"author":11,"author_image":12,"image":2965,"silo":5,"ctaHeadline":2966,"ctaDescription":2967,"faqs":2968,"body":2981,"_type":1005,"_id":3696,"_source":1007,"_file":3697,"_stem":3698,"_extension":1010,"sitemap":3699},"/guides/membership/digital-membership-cards-guide","Digital Membership Cards Guide","Practical advice on implementing digital membership cards for your organization. What members actually use, common implementation mistakes, and how to make the transition from physical cards.","/images/guides/digital-membership-cards.png","Still printing laminated cards?","See how digital cards eliminate printing costs and 'I forgot my card' conversations.",[2969,2972,2975,2978],{"question":2970,"answer":2971},"What are digital membership cards?","Digital membership cards are electronic versions of traditional physical cards that members access on their smartphones. They can be stored in Apple Wallet, Google Wallet, or accessed through a web link. They display membership status, expiration date, and can include a scannable QR code for check-in.",{"question":2973,"answer":2974},"Do older members struggle with digital membership cards?","Less than you'd expect. If the card can be accessed with a simple link (not just a native app), most members figure it out. The key is offering a straightforward path: click link, save to wallet. Organizations we work with report members of all ages adapting without significant issues.",{"question":2976,"answer":2977},"Can digital membership cards work offline?","Wallet-based cards (Apple Wallet, Google Wallet) work offline once saved. Web-based cards need connectivity. For most membership verification scenarios, either works fine since your check-in location typically has wifi or cellular coverage.",{"question":2979,"answer":2980},"How do digital cards handle membership renewals?","Good systems update the card automatically when membership renews. The expiration date changes, the status updates, and the member doesn't have to do anything. No new card to download, no manual updates.",{"type":30,"children":2982,"toc":3667},[2983,2989,2994,3004,3014,3024,3029,3054,3060,3065,3071,3076,3081,3104,3109,3115,3120,3125,3148,3154,3159,3164,3182,3187,3205,3211,3216,3226,3236,3241,3264,3269,3274,3280,3285,3290,3303,3308,3314,3319,3324,3347,3353,3358,3363,3369,3374,3379,3402,3407,3436,3442,3447,3453,3476,3482,3505,3511,3534,3540,3558,3563,3568,3573,3583,3593,3603,3613,3623,3648,3652,3657,3662],{"type":33,"tag":34,"props":2984,"children":2986},{"id":2985},"why-digital-membership-cards-actually-matter",[2987],{"type":39,"value":2988},"Why Digital Membership Cards Actually Matter",{"type":33,"tag":42,"props":2990,"children":2991},{},[2992],{"type":39,"value":2993},"Physical membership cards seem simple enough. Print them, hand them out, done. But if you've managed memberships for any length of time, you know the reality:",{"type":33,"tag":42,"props":2995,"children":2996},{},[2997,3002],{"type":33,"tag":157,"props":2998,"children":2999},{},[3000],{"type":39,"value":3001},"Cards get lost.",{"type":39,"value":3003}," Members show up without them. Staff spend time looking up accounts manually. The card system that was supposed to streamline check-in creates its own bottleneck.",{"type":33,"tag":42,"props":3005,"children":3006},{},[3007,3012],{"type":33,"tag":157,"props":3008,"children":3009},{},[3010],{"type":39,"value":3011},"Printing is a hassle.",{"type":39,"value":3013}," Laminated cards need to be ordered, printed, and distributed. New members wait for cards to arrive. Renewals mean new cards. It's a constant production cycle for something that just proves \"yes, this person is a member.\"",{"type":33,"tag":42,"props":3015,"children":3016},{},[3017,3022],{"type":33,"tag":157,"props":3018,"children":3019},{},[3020],{"type":39,"value":3021},"Cards don't update themselves.",{"type":39,"value":3023}," When a membership expires, the physical card doesn't know. When someone upgrades their membership tier, you need a new card. The card is always slightly out of date.",{"type":33,"tag":42,"props":3025,"children":3026},{},[3027],{"type":39,"value":3028},"Digital membership cards solve these problems. Members always have their card (on their phone). The card updates automatically when membership status changes. No printing, no mailing, no \"I forgot my card\" conversations.",{"type":33,"tag":141,"props":3030,"children":3031},{},[3032,3038],{"type":33,"tag":145,"props":3033,"children":3035},{"id":3034},"big-apple-knitters-guild-zero-printing-zero-problems",[3036],{"type":39,"value":3037},"Big Apple Knitters Guild: Zero Printing, Zero Problems",{"type":33,"tag":42,"props":3039,"children":3040},{},[3041,3043,3048,3050],{"type":39,"value":3042},"400-member craft guild switched from laminated cards to digital. ",{"type":33,"tag":157,"props":3044,"children":3045},{},[3046],{"type":39,"value":3047},"Zero laminated cards printed",{"type":39,"value":3049}," since the transition. \"Members of all ages and technology abilities have been able to use the system easily.\" (Guild Administrator) ",{"type":33,"tag":172,"props":3051,"children":3052},{"href":174},[3053],{"type":39,"value":177},{"type":33,"tag":34,"props":3055,"children":3057},{"id":3056},"what-makes-digital-cards-actually-usable",[3058],{"type":39,"value":3059},"What Makes Digital Cards Actually Usable",{"type":33,"tag":42,"props":3061,"children":3062},{},[3063],{"type":39,"value":3064},"Not all digital card implementations work equally well. The difference between cards members actually use versus cards they ignore comes down to a few things:",{"type":33,"tag":145,"props":3066,"children":3068},{"id":3067},"wallet-integration-is-essential",[3069],{"type":39,"value":3070},"Wallet Integration Is Essential",{"type":33,"tag":42,"props":3072,"children":3073},{},[3074],{"type":39,"value":3075},"The best digital cards live in Apple Wallet or Google Wallet. Members don't need to download a special app, remember a login, or bookmark a website. The card sits alongside their credit cards and transit passes.",{"type":33,"tag":42,"props":3077,"children":3078},{},[3079],{"type":39,"value":3080},"Wallet cards also:",{"type":33,"tag":372,"props":3082,"children":3083},{},[3084,3089,3094,3099],{"type":33,"tag":52,"props":3085,"children":3086},{},[3087],{"type":39,"value":3088},"Work offline (important for venues with spotty connectivity)",{"type":33,"tag":52,"props":3090,"children":3091},{},[3092],{"type":39,"value":3093},"Show notifications when relevant (approaching expiration, nearby location)",{"type":33,"tag":52,"props":3095,"children":3096},{},[3097],{"type":39,"value":3098},"Update automatically in the background",{"type":33,"tag":52,"props":3100,"children":3101},{},[3102],{"type":39,"value":3103},"Look professional and feel legitimate",{"type":33,"tag":42,"props":3105,"children":3106},{},[3107],{"type":39,"value":3108},"If your system only offers a \"download the app\" option, you'll have lower adoption. People don't want another app for something they use occasionally.",{"type":33,"tag":145,"props":3110,"children":3112},{"id":3111},"the-fallback-matters",[3113],{"type":39,"value":3114},"The Fallback Matters",{"type":33,"tag":42,"props":3116,"children":3117},{},[3118],{"type":39,"value":3119},"Not everyone uses digital wallets. Some members have older phones. Some just prefer a different approach. Your system needs a web-based fallback: a link members can bookmark that shows their card in a browser.",{"type":33,"tag":42,"props":3121,"children":3122},{},[3123],{"type":39,"value":3124},"This fallback should:",{"type":33,"tag":372,"props":3126,"children":3127},{},[3128,3133,3138,3143],{"type":33,"tag":52,"props":3129,"children":3130},{},[3131],{"type":39,"value":3132},"Work without creating an account",{"type":33,"tag":52,"props":3134,"children":3135},{},[3136],{"type":39,"value":3137},"Load quickly on mobile",{"type":33,"tag":52,"props":3139,"children":3140},{},[3141],{"type":39,"value":3142},"Display clearly on any screen size",{"type":33,"tag":52,"props":3144,"children":3145},{},[3146],{"type":39,"value":3147},"Show the same information as the wallet version",{"type":33,"tag":145,"props":3149,"children":3151},{"id":3150},"real-time-status-updates",[3152],{"type":39,"value":3153},"Real-Time Status Updates",{"type":33,"tag":42,"props":3155,"children":3156},{},[3157],{"type":39,"value":3158},"The whole point of digital cards is that they're current. When a membership renews, the card should update immediately. Not after a nightly sync. Not after someone manually triggers an update. Immediately.",{"type":33,"tag":42,"props":3160,"children":3161},{},[3162],{"type":39,"value":3163},"This means:",{"type":33,"tag":372,"props":3165,"children":3166},{},[3167,3172,3177],{"type":33,"tag":52,"props":3168,"children":3169},{},[3170],{"type":39,"value":3171},"Expiration dates change when renewals process",{"type":33,"tag":52,"props":3173,"children":3174},{},[3175],{"type":39,"value":3176},"Membership tier displays update when someone upgrades",{"type":33,"tag":52,"props":3178,"children":3179},{},[3180],{"type":39,"value":3181},"Status shows \"expired\" as soon as it actually expires",{"type":33,"tag":42,"props":3183,"children":3184},{},[3185],{"type":39,"value":3186},"If staff can't trust that the card shows current status, they'll look it up in the system anyway, defeating the purpose.",{"type":33,"tag":141,"props":3188,"children":3189},{},[3190,3196],{"type":33,"tag":145,"props":3191,"children":3193},{"id":3192},"big-apple-real-time-sync-ended-the-spreadsheet-chaos",[3194],{"type":39,"value":3195},"Big Apple: Real-Time Sync Ended the Spreadsheet Chaos",{"type":33,"tag":42,"props":3197,"children":3198},{},[3199,3201],{"type":39,"value":3200},"Multiple volunteers were maintaining separate Excel files. Records constantly out of sync. After moving to a centralized system: \"All volunteers now work from the same up-to-date database.\" No more conflicting records or duplicate payments. ",{"type":33,"tag":172,"props":3202,"children":3203},{"href":174},[3204],{"type":39,"value":177},{"type":33,"tag":34,"props":3206,"children":3208},{"id":3207},"the-check-in-question",[3209],{"type":39,"value":3210},"The Check-In Question",{"type":33,"tag":42,"props":3212,"children":3213},{},[3214],{"type":39,"value":3215},"Digital cards can enable two types of check-in:",{"type":33,"tag":42,"props":3217,"children":3218},{},[3219,3224],{"type":33,"tag":157,"props":3220,"children":3221},{},[3222],{"type":39,"value":3223},"Visual verification.",{"type":39,"value":3225}," Staff looks at the card, confirms it's valid, lets the member in. Simple, requires no equipment, works for most scenarios.",{"type":33,"tag":42,"props":3227,"children":3228},{},[3229,3234],{"type":33,"tag":157,"props":3230,"children":3231},{},[3232],{"type":39,"value":3233},"QR code scanning.",{"type":39,"value":3235}," Staff scans the card with a phone or tablet, system confirms membership and logs the visit. More reliable, creates attendance records, catches expired memberships automatically.",{"type":33,"tag":42,"props":3237,"children":3238},{},[3239],{"type":39,"value":3240},"Which you need depends on your situation:",{"type":33,"tag":372,"props":3242,"children":3243},{},[3244,3249,3254,3259],{"type":33,"tag":52,"props":3245,"children":3246},{},[3247],{"type":39,"value":3248},"Small organization with trusted members? Visual verification is probably fine.",{"type":33,"tag":52,"props":3250,"children":3251},{},[3252],{"type":39,"value":3253},"Larger venue with high traffic? QR scanning prevents errors and captures data.",{"type":33,"tag":52,"props":3255,"children":3256},{},[3257],{"type":39,"value":3258},"Need attendance records? QR scanning is the only reliable method.",{"type":33,"tag":52,"props":3260,"children":3261},{},[3262],{"type":39,"value":3263},"Running events at external venues? Visual verification travels better.",{"type":33,"tag":42,"props":3265,"children":3266},{},[3267],{"type":39,"value":3268},"Most organizations start with visual verification and add scanning later if they need the data or volume demands it.",{"type":33,"tag":34,"props":3270,"children":3271},{"id":2253},[3272],{"type":39,"value":3273},"Common Implementation Mistakes",{"type":33,"tag":145,"props":3275,"children":3277},{"id":3276},"requiring-an-app-download",[3278],{"type":39,"value":3279},"Requiring an App Download",{"type":33,"tag":42,"props":3281,"children":3282},{},[3283],{"type":39,"value":3284},"Every extra step reduces adoption. If members have to download an app, create an account, and log in just to access their card, a significant portion won't bother. They'll ask staff to look them up instead.",{"type":33,"tag":42,"props":3286,"children":3287},{},[3288],{"type":39,"value":3289},"The path from \"get your digital card\" to \"card in wallet\" should be:",{"type":33,"tag":48,"props":3291,"children":3292},{},[3293,3298],{"type":33,"tag":52,"props":3294,"children":3295},{},[3296],{"type":39,"value":3297},"Click link in email",{"type":33,"tag":52,"props":3299,"children":3300},{},[3301],{"type":39,"value":3302},"Add to wallet",{"type":33,"tag":42,"props":3304,"children":3305},{},[3306],{"type":39,"value":3307},"That's it. Two steps. Anything more and you're creating friction that undermines the whole point.",{"type":33,"tag":145,"props":3309,"children":3311},{"id":3310},"not-communicating-the-transition",[3312],{"type":39,"value":3313},"Not Communicating the Transition",{"type":33,"tag":42,"props":3315,"children":3316},{},[3317],{"type":39,"value":3318},"Launching digital cards without clear communication leaves members confused. They show up with old laminated cards. They don't know digital cards exist. They assume they need to do something complicated.",{"type":33,"tag":42,"props":3320,"children":3321},{},[3322],{"type":39,"value":3323},"A good launch includes:",{"type":33,"tag":372,"props":3325,"children":3326},{},[3327,3332,3337,3342],{"type":33,"tag":52,"props":3328,"children":3329},{},[3330],{"type":39,"value":3331},"Email announcement with direct link to get the card",{"type":33,"tag":52,"props":3333,"children":3334},{},[3335],{"type":39,"value":3336},"Explanation of what it replaces",{"type":33,"tag":52,"props":3338,"children":3339},{},[3340],{"type":39,"value":3341},"Reassurance that it's simple",{"type":33,"tag":52,"props":3343,"children":3344},{},[3345],{"type":39,"value":3346},"Staff ready to help during the first few weeks",{"type":33,"tag":145,"props":3348,"children":3350},{"id":3349},"keeping-physical-cards-as-the-real-system",[3351],{"type":39,"value":3352},"Keeping Physical Cards As the \"Real\" System",{"type":33,"tag":42,"props":3354,"children":3355},{},[3356],{"type":39,"value":3357},"If you launch digital cards but staff still ask for physical cards, or treat digital as a secondary option, members won't adopt them. The digital card needs to be the primary credential.",{"type":33,"tag":42,"props":3359,"children":3360},{},[3361],{"type":39,"value":3362},"This means staff need to be trained and comfortable verifying digital cards. It means physical cards are positioned as a backup option, not the default.",{"type":33,"tag":145,"props":3364,"children":3366},{"id":3365},"ignoring-expiration-handling",[3367],{"type":39,"value":3368},"Ignoring Expiration Handling",{"type":33,"tag":42,"props":3370,"children":3371},{},[3372],{"type":39,"value":3373},"What happens when someone's digital card expires? Does it clearly show as expired? Can the member easily renew from the card itself?",{"type":33,"tag":42,"props":3375,"children":3376},{},[3377],{"type":39,"value":3378},"Good systems:",{"type":33,"tag":372,"props":3380,"children":3381},{},[3382,3387,3392,3397],{"type":33,"tag":52,"props":3383,"children":3384},{},[3385],{"type":39,"value":3386},"Show expiration clearly on the card",{"type":33,"tag":52,"props":3388,"children":3389},{},[3390],{"type":39,"value":3391},"Send notifications before expiration",{"type":33,"tag":52,"props":3393,"children":3394},{},[3395],{"type":39,"value":3396},"Include a \"renew now\" link on expired cards",{"type":33,"tag":52,"props":3398,"children":3399},{},[3400],{"type":39,"value":3401},"Update automatically once renewed",{"type":33,"tag":42,"props":3403,"children":3404},{},[3405],{"type":39,"value":3406},"Bad systems leave expired members confused about their status and unable to renew easily.",{"type":33,"tag":141,"props":3408,"children":3409},{},[3410,3416],{"type":33,"tag":145,"props":3411,"children":3413},{"id":3412},"big-apple-automated-reminders-drove-renewals",[3414],{"type":39,"value":3415},"Big Apple: Automated Reminders Drove Renewals",{"type":33,"tag":42,"props":3417,"children":3418},{},[3419,3421,3425,3426,3430,3432],{"type":39,"value":3420},"The guild sent one automated reminder email to expiring members. Result: ",{"type":33,"tag":157,"props":3422,"children":3423},{},[3424],{"type":39,"value":161},{"type":39,"value":163},{"type":33,"tag":157,"props":3427,"children":3428},{},[3429],{"type":39,"value":168},{"type":39,"value":3431},". Digital cards with built-in renewal links make it easy to act immediately. ",{"type":33,"tag":172,"props":3433,"children":3434},{"href":174},[3435],{"type":39,"value":177},{"type":33,"tag":34,"props":3437,"children":3439},{"id":3438},"making-the-transition",[3440],{"type":39,"value":3441},"Making the Transition",{"type":33,"tag":42,"props":3443,"children":3444},{},[3445],{"type":39,"value":3446},"If you're moving from physical cards to digital, here's a practical sequence:",{"type":33,"tag":145,"props":3448,"children":3450},{"id":3449},"phase-1-set-up-and-test",[3451],{"type":39,"value":3452},"Phase 1: Set Up and Test",{"type":33,"tag":372,"props":3454,"children":3455},{},[3456,3461,3466,3471],{"type":33,"tag":52,"props":3457,"children":3458},{},[3459],{"type":39,"value":3460},"Configure your digital card template",{"type":33,"tag":52,"props":3462,"children":3463},{},[3464],{"type":39,"value":3465},"Test the add-to-wallet flow yourself",{"type":33,"tag":52,"props":3467,"children":3468},{},[3469],{"type":39,"value":3470},"Verify that membership status displays correctly",{"type":33,"tag":52,"props":3472,"children":3473},{},[3474],{"type":39,"value":3475},"Test what happens when membership expires and renews",{"type":33,"tag":145,"props":3477,"children":3479},{"id":3478},"phase-2-soft-launch",[3480],{"type":39,"value":3481},"Phase 2: Soft Launch",{"type":33,"tag":372,"props":3483,"children":3484},{},[3485,3490,3495,3500],{"type":33,"tag":52,"props":3486,"children":3487},{},[3488],{"type":39,"value":3489},"Send digital cards to a small group (board members, regular volunteers)",{"type":33,"tag":52,"props":3491,"children":3492},{},[3493],{"type":39,"value":3494},"Gather feedback on the experience",{"type":33,"tag":52,"props":3496,"children":3497},{},[3498],{"type":39,"value":3499},"Fix any issues before wider rollout",{"type":33,"tag":52,"props":3501,"children":3502},{},[3503],{"type":39,"value":3504},"Train staff on verifying digital cards",{"type":33,"tag":145,"props":3506,"children":3508},{"id":3507},"phase-3-member-rollout",[3509],{"type":39,"value":3510},"Phase 3: Member Rollout",{"type":33,"tag":372,"props":3512,"children":3513},{},[3514,3519,3524,3529],{"type":33,"tag":52,"props":3515,"children":3516},{},[3517],{"type":39,"value":3518},"Email all members with instructions to get their digital card",{"type":33,"tag":52,"props":3520,"children":3521},{},[3522],{"type":39,"value":3523},"Position digital as the default going forward",{"type":33,"tag":52,"props":3525,"children":3526},{},[3527],{"type":39,"value":3528},"Keep physical cards available as backup for those who need them",{"type":33,"tag":52,"props":3530,"children":3531},{},[3532],{"type":39,"value":3533},"Staff should actively encourage digital at check-in",{"type":33,"tag":145,"props":3535,"children":3537},{"id":3536},"phase-4-transition-complete",[3538],{"type":39,"value":3539},"Phase 4: Transition Complete",{"type":33,"tag":372,"props":3541,"children":3542},{},[3543,3548,3553],{"type":33,"tag":52,"props":3544,"children":3545},{},[3546],{"type":39,"value":3547},"New members receive digital cards only (unless they specifically request physical)",{"type":33,"tag":52,"props":3549,"children":3550},{},[3551],{"type":39,"value":3552},"Physical card printing stops or becomes rare exception",{"type":33,"tag":52,"props":3554,"children":3555},{},[3556],{"type":39,"value":3557},"Digital verification is the standard process",{"type":33,"tag":42,"props":3559,"children":3560},{},[3561],{"type":39,"value":3562},"The whole transition typically takes 2-3 months. Don't rush it. Better to have a smooth rollout over time than a chaotic launch that frustrates members.",{"type":33,"tag":34,"props":3564,"children":3565},{"id":2384},[3566],{"type":39,"value":3567},"Signs It's Working",{"type":33,"tag":42,"props":3569,"children":3570},{},[3571],{"type":39,"value":3572},"A few weeks after rolling out digital cards, look for:",{"type":33,"tag":42,"props":3574,"children":3575},{},[3576,3581],{"type":33,"tag":157,"props":3577,"children":3578},{},[3579],{"type":39,"value":3580},"Higher card usage at check-in.",{"type":39,"value":3582}," More members showing cards (digital) instead of asking to be looked up by name.",{"type":33,"tag":42,"props":3584,"children":3585},{},[3586,3591],{"type":33,"tag":157,"props":3587,"children":3588},{},[3589],{"type":39,"value":3590},"Faster check-in times.",{"type":39,"value":3592}," Less time spent searching the system for members who forgot their cards.",{"type":33,"tag":42,"props":3594,"children":3595},{},[3596,3601],{"type":33,"tag":157,"props":3597,"children":3598},{},[3599],{"type":39,"value":3600},"Fewer \"I forgot my card\" situations.",{"type":39,"value":3602}," Members have their phones; they have their cards.",{"type":33,"tag":42,"props":3604,"children":3605},{},[3606,3611],{"type":33,"tag":157,"props":3607,"children":3608},{},[3609],{"type":39,"value":3610},"Staff confidence.",{"type":39,"value":3612}," Staff trust digital cards and don't second-guess them by checking the system.",{"type":33,"tag":42,"props":3614,"children":3615},{},[3616,3621],{"type":33,"tag":157,"props":3617,"children":3618},{},[3619],{"type":39,"value":3620},"Reduced printing costs.",{"type":39,"value":3622}," If you were printing physical cards, that cost should drop significantly.",{"type":33,"tag":141,"props":3624,"children":3625},{},[3626,3632],{"type":33,"tag":145,"props":3627,"children":3629},{"id":3628},"big-apple-50-less-admin-time",[3630],{"type":39,"value":3631},"Big Apple: 50% Less Admin Time",{"type":33,"tag":42,"props":3633,"children":3634},{},[3635,3637,3642,3644],{"type":39,"value":3636},"After implementing digital cards and integrated membership management, admin time dropped from ",{"type":33,"tag":157,"props":3638,"children":3639},{},[3640],{"type":39,"value":3641},"14-18 hours per month to 6-10 hours",{"type":39,"value":3643},". \"From an administrative standpoint, the system is intuitive and tracks all information we need.\" (Guild Administrator) ",{"type":33,"tag":172,"props":3645,"children":3646},{"href":174},[3647],{"type":39,"value":177},{"type":33,"tag":34,"props":3649,"children":3650},{"id":926},[3651],{"type":39,"value":929},{"type":33,"tag":42,"props":3653,"children":3654},{},[3655],{"type":39,"value":3656},"Digital membership cards work when they're easier than physical cards for both members and staff. If getting the card requires multiple steps, if the status isn't trustworthy, if staff still prefer the old system, adoption will be low.",{"type":33,"tag":42,"props":3658,"children":3659},{},[3660],{"type":39,"value":3661},"Done right, digital cards eliminate a category of friction: the lost card conversations, the printing logistics, the \"is this current?\" questions. Members always have proof of membership in their pocket, and that proof is always accurate.",{"type":33,"tag":42,"props":3663,"children":3664},{},[3665],{"type":39,"value":3666},"The organizations that succeed with digital cards are the ones that commit to making digital the default, not an optional add-on to the physical system they already have.",{"title":7,"searchDepth":951,"depth":951,"links":3668},[3669,3672,3678,3679,3686,3692,3695],{"id":2985,"depth":951,"text":2988,"children":3670},[3671],{"id":3034,"depth":956,"text":3037},{"id":3056,"depth":951,"text":3059,"children":3673},[3674,3675,3676,3677],{"id":3067,"depth":956,"text":3070},{"id":3111,"depth":956,"text":3114},{"id":3150,"depth":956,"text":3153},{"id":3192,"depth":956,"text":3195},{"id":3207,"depth":951,"text":3210},{"id":2253,"depth":951,"text":3273,"children":3680},[3681,3682,3683,3684,3685],{"id":3276,"depth":956,"text":3279},{"id":3310,"depth":956,"text":3313},{"id":3349,"depth":956,"text":3352},{"id":3365,"depth":956,"text":3368},{"id":3412,"depth":956,"text":3415},{"id":3438,"depth":951,"text":3441,"children":3687},[3688,3689,3690,3691],{"id":3449,"depth":956,"text":3452},{"id":3478,"depth":956,"text":3481},{"id":3507,"depth":956,"text":3510},{"id":3536,"depth":956,"text":3539},{"id":2384,"depth":951,"text":3567,"children":3693},[3694],{"id":3628,"depth":956,"text":3631},{"id":926,"depth":951,"text":929},"content:guides:membership:digital-membership-cards-guide.md","guides/membership/digital-membership-cards-guide.md","guides/membership/digital-membership-cards-guide",{"loc":2962},1781216499074]