Learning a new software system can seem a little overwhelming, but hopefully a little exciting too. We've created a "Getting Started" guide for each section of the system so that you can feel comfortable navigating Novi in no time.
Should you have any questions, we're only a click of the "blue bubble" away (bottom-right).
We're excited to have you as part of the Novi fam! And with that, let's dive in!
Membership Lifecycle in Novi
JOIN
New members join your association via your website. While every association has different settings for members joining, typically the following occurs:
New Member joins from the front-end of your website via your customizable sign-up form
New Member is Added to QuickBooks
Welcome Email Sent to New Member (once approved)
Added to Your Online Novi Member Directory (once approved)
In addition to the above Novi automations, your association may have a list of other items to complete such as sending a welcome packet. Consider adding those as "to-dos" to their Activity Timeline.
RENEW
Whether your association renews its members on a calendar year or by their anniversary date, Novi is equipped to handle their renewals. The vast majority of our customers opt to have Novi take care of their renewals automatically for them, so the rest of this section will assume that is the case. You can check to see how your renewals are set up in the Member Types section of Novi.
When a member renews, the following happens:
An Invoice is generated in QuickBooks and pulled back into Novi.
Novi automatically updates the member's expiration date to reflect the renewal date. This bumps the member's expiration date to the next year (assuming you renew annually).
Please note: Invoices are NOT automatically sent out. This is by design! Dues are the largest revenue generator for most associations and we want a pair of human eyes to review the invoices before sending them out in batch.
From time to time, you may need to recalculate your invoices prior to sending those out. Don't worry, we've got your back!
Need more training on how to send out renewal invoices? Join us at an upcoming Transactions Training group session (they're free!).
DROP
When the time comes to "drop" any members who have not paid their dues, Novi offers two ways to do: Automatic Non-Renewal (configured per Member Type) or a Manual Non-Renew and Credit batch action, which can be performed on the Accounting tab.
Automatic Non-Renewal is configured at the Member Type level and allows Novi to non-renew and credit unpaid members without manual intervention. You can define how many days after an invoice due date a member should be dropped, set up member-facing notification emails, and snooze individual drops when a member needs extra time.
Manual Non-Renew & Credit is a batch action on the Accounting tab that lets you drop members on your own schedule. This is useful for associations that prefer to review unpaid members before dropping them.
ADDITIONAL RESOURCES
Once you've got the above basics down, dive deeper into how renewal settings, dates, drops, etc. work.
>> More Articles and Help are right this way!
Data Clean-Up
Did You Know? Dirty data costs organizations 15 - 25% of their annual revenue each year?
Clean data is the starting point for making solid, research-driven decisions for your association. Data clean-up should be a regular part of your week, month, quarter, and year. Luckily Novi has some tools in its toolbox to help you perform regular maintenance and keep your data squeaky clean:
In addition to the tools above, listen/read to how some of our customers prioritize and take control of data clean-up.
Member Basics and 101
Below are some basic articles we recommend that you review to help you perform some of the more common actions within Novi.