If your subscription includes the membership management add-on, you can convert yearly recurring donation schedules to membership schedules.
In this article:
Requirements
To convert a recurring donation schedule to a membership schedule:
Amount must match the yearly dues of an existing membership level. You can create a new membership level.
Frequency must be yearly.
Processor must be Bloomerang Payments or Method must be None.
Example
A constituent has a $100 recurring donation with a yearly frequency. The next payment date is June 1, 2024. Bloomerang Payments is the payment processor.
Your membership program includes a level named Gold, which has a $100 yearly membership amount.
You can convert this recurring donation schedule to a membership schedule at the Gold level. After you convert the schedule, the yearly membership renewal date is June 1, 2024.
Convert Recurring Schedules to Membership Schedules
To convert a recurring donation schedule to a membership schedule:
Go to the constituent’s timeline.
Open the recurring donation schedule. Or, open a recurring donation payment and click Recurring Donation Schedule.
Click Convert to Membership.
Select a membership level.
Click Confirm.
If you don’t have a membership level that matches the recurring donation amount, you can create a new membership level.
Tip: In the dialog box, click to create a new membership level in a different browser window. Then, click Try Again.
What Happens After Schedules are Converted?
After you convert a recurring donation schedule to a membership schedule:
The membership schedule and payments appear on the constituent’s timeline. The recurring donation schedule and recurring donation payments no longer appear on the timeline.
The Membership Renewal Date is the same as the Next Payment Date from the recurring donation schedule.
Other information from the recurring donation schedule now appears in the membership schedule, such as notes, tributes, attachments, and the start date.
Membership program and status information appears on the constituent’s profile.
Bloomerang CRM automatically adds the constituent to a membership group.
Bloomerang CRM removes the constituent from the Recurring group unless the constituent has other recurring donations.
Bloomerang CRM doesn’t send a membership confirmation email to the constituent or a membership notification email to your organization when you convert the schedule.
If online payment confirmation receipts are enabled, Bloomerang CRM emails a payment receipt to members each time a membership automatically renews and the payment is processed. Bloomerang CRM uses the email selected for membership receipts rather than the email selected for recurring donation receipts.
If the payment method is None, the membership doesn’t automatically renew each year.
For information about how to edit membership schedules, read Create, Edit, Upgrade/Downgrade, and End Memberships.