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CHAPTER PLAYBOOK

Member Reactivation Cycle


The final stage of the membership cycle, reactivation, is vitally important. NAIFA's Member Experience Team takes the following steps to reactive members.

  1. Automated Update: Expired monthly payers credit card number and expiration dates updated automatically by payment updater software. (Note: Not all cards are able to be updated via this method.)
  2. Autogenerated Email to Monthly Members with Payment Failure: Notice of payment failure sent.
  3. First Email to All Annual Members: Notice to renew to all annual members that haven't renewed yet.
  4. Phone Calls to Monthly Members with Payment Failure: Request for updated information. (Within seven days of payment failure.)
  5. Second Email to All Annual Members: Notice to renew. (30 days after expiration.)
  6. Third Email to All Annual Members: Notice to renew. (60 Days after expiration.)
  7. Paper Renewal to All Annual Members: Final notice to renew. (75 days after expiration.)
  8. Final Email to All Annual Members: We’re sad you have not renewed…tell us why. (90 days after expiration. Survey link included.)

At the Chapter level, there are also several things you can do as part of the reactivation cycle.

  1. Call recently expired members. The call should come from either the Chapter Membership Chair or Chapter President.
  2. Send a personalized email to lapsed and expired members. Chapters can download and modify the, "NAIFA Needs Your Back...And You Need Us Too" email template.



Quick Links

NAIFA Needs Your Back...And You Need Us Too