topic Re: Membership Renewals and Member Support/Operations in Tips, Tricks & Best Practices

Membership Renewals and Member Support/Operations

CPortz — Tue, 19 Aug 2025 18:55:24 GMT

Hi all,

I also posted something on ASAE about this.

I am a newer HubSpot user. I use it for 90 day member renewal communications. I use the marketing emails - but not automated.

I recently tied my inbox to HubSpot. I also manage a team that frequently handles member/customer support, sends out invoices for dues payments, receives payment, and more.

I am looking if anyone especially in the nonprofit or association world (but totally cool with for profit friends) have advice on how they are best using it for similar items.

Also - if it's easier - please feel free to push me to the relevant articles, blogs, etc I should be using.

Thanks!

Re: Membership Renewals and Member Support/Operations

chighsmith — Tue, 19 Aug 2025 21:22:35 GMT

Hi @CPortz,

Thank you for reaching out to the Community!

I'd like to tag in some of our Top Contributors that are familiar with those topics see if they have any tips - @JenBergren @StjepanGrcic and @GeorgeBThomas Do you have any suggestions here?

Cassie, Community Manager

Re: Membership Renewals and Member Support/Operations

CarolinaDeMares — Tue, 19 Aug 2025 21:25:13 GMT

Hi @CPortz I’m not in the nonprofit world but based on what you shared I could recommend the following:

Set up workflows to automate renewal reminders (for example at 90, 60, 30, and 7 days) and add logic so members drop out of the sequence once they’ve renewed.
Use tickets or tasks to track support requests so your team can keep everything logged under the contact record.
For payments, if you’re not using HubSpot Payments, connect tools like Stripe or QuickBooks and track each payment in a simple deal pipeline (invoice sent → payment pending → paid).
HubSpot Academy has great free courses on email marketing and Service Hub, and the HubSpot Community forum is full of examples from nonprofits and associations.