Membership Renewals

Heather Wilhelm

Can anyone assist me in running a query for members that are about to expire? Thanks

Regina Holten

Open Analysis, create a ‘smart query’. Ask for your membership program and have zero months to expires.

Regina Holten

oops, sorry for the awful messy screen shots, please don't judge! this is a good way to see who is about to expire but will include ALL members - so for me when i do this or look at this i remember that it includes the spouse member…does that make sense? thanks…best of luck! (there are other ways to do this but it can depend on your familiarity with altru… i've used it s few years and am still learning!!!!!! but i will say I am in the membership arena like 99% of the time…

Heather Wilhelm

Thank you, Regina!


I am a newbie and am trying to pull my members that are expiring next month. I would need to pull by expire date.

Regina Holten

I find these youtube tutorials great -

also, in analysis, you can create an ad hoc query, where you ask for the primary member and the members expiring 09/30/21…hope this helps - it can seem quite a process but a snap when you have the hang of it….i'm off this week and next or I'd say contact me…i'll check back in when i return to the office…here's my email though- rholten@mdsci.org

Heather Wilhelm

Thank you, Regina