At this roundtable, Novi customers shared their top tips for data cleanup, dues rules, renewal strategies, incentives, and more.
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Key takeaways from the roundtable:
Clean Data Makes for Efficient Renewals!
By using Novi tools such as the Address Cleanup, Custom Reports, and QuickBooks Analyzer, you can spot issues with records before renewals run.
Encourage members to update their records before renewals run to ensure your dues rules are triggering correctly and invoices are sent to the right contact.
Use the Member Engagement Report and "Last Login - Days Ago" group condition to identify members who are not engaged.
Review Dues Rules and Renewal Settings
By reviewing your dues rules well before renewals run, you can prevent incorrect invoices from being generated.
Test, test, test. Run manual renewals to ensure that the rules are triggering correctly for your members.
Consider using product add-ons and optional dues rules as ways to increase revenue.
Learn how to add reinstatement fees to dues rules for dropped members who are rejoining the association.
By using second-year proration, you can increase renewals without losing out on first-year dues.
Marketing and Incentive Tips and Tricks
Remind members what you have done for them before the invoice is sent and then remind them again.
Using Novi tools such as promo codes and invoice recalculation can provide incentives to pay early.
By using group conditions for members with overdue dues balances, you can restrict content such as newsletters and resources to show members what they are missing out on.
Even though this roundtable is over, you can continue the conversation! Make sure to join Novi Exchange to brainstorm with your peers.