Do you want to be able to keep track of your memberships?
Well, in Trybe there are different ways that you can keep track of your memberships and ensure you are able to take the appropriate action required for a specific membership!
You can either use the Memberships page or the email notifications to keep up to date with memberships...
Membership page - you can use the filters provided to keep up to date with the memberships
Orders page - you can use the filters to view memberships with outstanding balances
Email notifications - you will be alerted with specific memberships if you choose to opt in
Use the memberships page to track memberships
The memberships page allows you to use the filters to gather results on memberships with certain statuses. From this point you can then take the appropriate action.
Head to Clients >Memberships.
Here you can use the filters underneath 'Memberships' to keep track of these memberships.
You will see a count of the number of memberships that have a needs mandate status, payment failed, is ending within 7 days and has a payment due within 7 days that you will be able to see at a glance.
You can select between these options to see which specific memberships are part of the number count shown:
Needs mandate - this will show any memberships that needs mandate. This means that the membership cannot become 'Active' until the mandate has been provided.
Payment failed - this will show any memberships that have failed payments. You will then be able to go into the membership and see what failed and take the steps to try again or cancel membership.
Ending within 7 days - this will produce results for the memberships that are ending within 7 days. Any memberships in this status you will be able to get in touch with the customer to ask if they want to extend their membership.
Payment due within 7 days - this will displays memberships with their payment due within 7 days. You will then be able to keep an eye on this, for example if it is manual payments you take you will be able to ensure this membership is on your radar.
Once the memberships appear you can then go into each membership with this status and take the appropriate action.
More membership filters!
Other than the membership smart filters you can also use the other filter options provided to track memberships!
You can choose from these options:
Status - choose between Active, Cancelled, Expired and Needs attention.
Type - choose between the memberships types you have set up in your settings
Created - select the date range and it will show results for the memberships that were created within this date range
Ends - select the date range and it will show results for the memberships that end within this date range
Next billing date - select the date range and it will show results for the memberships that have the next billing date within this date range
You can use these filters to track specific memberships. For example, if you want to make sure all the members that have signed up within the last week are active you could select the status 'Needs attention' and use the 'Created' date range to track the previous week to the present (see screenshot 2). You will then be able to see all memberships that were created within the last week that 'Needs attention' and then go into each membership and take the required action to make the membership become 'Active'.
Membership Notifications
Now you are able to opt in to receive membership alerts helping you to keep track of what is going on and any actions that you and your team may need to take to keep everything up to date.
To turn on the notifications head to Settings > Email notifications.
Here you will be able to choose what membership statuses you want to be notified about:
Failed payments - Receive an email when a Direct Debit payment fails, for example if the account had insufficient funds. This will allow you to then take the next actions to either retry the payment, take a manual payment or cancel the membership. Click here to read more info on 'Failed payments'.
Revoked mandates - Receive an email when a Direct Debit mandate is revoked. This will keep you updated on any revoked mandates that have not been successful. Click here to read more info on 'Revoked mandates'.
Expiring soon - Receive a daily summary of memberships expiring in the next 7 days. This way you will able to keep track of any memberships expiring soon and take appropriate action as once expired nothing else can be done with that membership. Click here to read more info on 'Expired memberships'.
To turn the notifications on for any of these scenarios simply toggle on the button next to the membership status you want to receive notifications about.
When you have pressed the button, a message will then pop up asking 'Are you sure you want to subscribe to failed payments/ revoked mandates/ expiring soon?'. You can then choose to 'Cancel' or 'Subscribe'. When you have subscribed the button will turn blue and this means you will now receive email notifications about memberships with failed payments/ revoked mandates/ those that are expiring soon, depending on which ones you have opted in for.
