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Rising Star I
Nov 12, 2026 3:52 PM UTC

Automated email series for expiring members

We want to set up an automated two-part email series for donors whose membership is expiring. One would go out before the membership expires, and the other after. 

For the entry criteria, I’ve tried to use CAL to create a saved search of those whose memberships expire in the following month, but that obviously isn’t an option. Creating a search for those whose memberships expire this month won’t work, and everything Que has suggested isn’t an option. 

Additionally, we would like folks to leave the automation workflow if they make a membership-renewing contribution, but I’m not sure how to do that. I could create a search for those from whom we’ve received contributions, but again, selecting a date range of ‘this month’ won’t work. I could also use the membership dues paid or enrollment type fields, but they don’t provide an option to link these to a specific time frame. 

Any suggestions or guidance to help us achieve our goals and set up this automated series? Thank you. 

1 reply

Rising Star III
Nov 12, 2026 4:17 PM UTC

Hello, Heather! I’m in the middle of setting up a very similar automation for people whose credit cards are about to expire. Is your membership based on a yearly or monthly basis?

If it helps, I was considering doing a split search (so one search + add contacts who...) based on X days as a Custom option, rather than the “this month” language. For us, at least, it makes more sense to look forwards 28 days rather than a “month” in the traditional sense, since everybody renews on different days.

Any chance that would work for you guys as well?