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Renewal Reminders
Renewal Reminders are the automated emails that remind members their membership is about to expire. The system checks daily and emails members a set number of days before their renewal date.
Used by: Super Admin (Settings). Found at https://admin.uibeta.org/admin/settings/renewal-reminders.
What you configure
The one setting on this page is the timing preset — how many days before expiration reminders go out:
| Preset | Sends at | Use for |
|---|---|---|
| Standard | 30, 14, and 7 days before expiration | Real production memberships. |
| Beta | 3, 2, and 1 day before expiration | Short-duration test memberships, so you can watch the flow without waiting a month. |
Each threshold sends one reminder. A member approaching renewal gets up to three emails on the schedule for the active preset.
To change it: go to https://admin.uibeta.org/admin/settings/renewal-reminders, pick a preset, and Save. Standard is the right choice for production.
Sending a reminder by hand
This page only controls the automatic reminders. To email a lapsed member yourself, use Remind on the Expired memberships view.
What the emails say
The reminder content comes from the renewal reminder email template, edited under Email Templates — not on this page. This page only controls when reminders send; the template controls what they say. Placeholders like the member's name and renewal date fill in automatically.
How the timing works
Reminders fire on an exact-day match. A member is emailed on the day they are exactly 30, 14, or 7 days out (Standard), and each reminder sends only once.
Reminders go to people, not membership records. If a member somehow has two membership records at once, they still get one email per reminder, about the membership they see in their portal (the newest one).
No catch-up window
Because the match is exact-day, a reminder is tied to that single day. If the daily job does not run on a given day, the reminders due that day are not resent later — that reminder is simply missed for those members. This matters mainly during outages or maintenance; on a normal day it just works.
Recurring-gift memberships and dual holders
Two audience changes to be aware of:
- Memberships activated by a recurring gift are excluded from renewal reminders entirely. Since these memberships don't have a renewal to remind anyone about — they stay active automatically as long as the gift keeps processing — they never receive a reminder email from this system.
- A member who holds both a paid annual membership and a recurring gift still receives the annual membership's renewal reminders as usual. That reminder now also mentions that their recurring gift continues on its own, separate from the membership being renewed, so they aren't confused into thinking the gift covers the renewal.
Need help? Contact Andrew.