Kyle Sexton's 8 step email follow-up for increasing your renewal rates

Recently Chamber Nation attended the Arizona ACE Chamber Conference where Kyle Sexton offered his insight on many areas relating to the Chamber of Commerce. One of those ideas was about how to implement an 8 step program for improved renewal rates. Once he finished speaking a customer approached us about launching this at their own Chamber.
After checking with the team in engineering, we learned that this support had already been built and here is how you can implement this at your Chamber.
USING CRM SYSTEM TICKLER SERIES (easier process):

GO TO CONFIGURATION
LEFT SIDE CLICK ON CRM SYSTEM
CLICK ON TICKLER SERIES AND CHOOSE YOUR MAIN ADMIN FOR TICKLER SERIES DEFAULT USER
CLICK TO EDIT TICKLER SERIES
ADD NEW SERIES
CHOOSE PRE-EXPIRATION TRIGGER AND CHOOSE DAYS BEFORE MEMBERSHIP EXPIRATION FOR FIRST EMAIL (60 DAYS FOR EXAMPLE)
REPEAT PROCESS FOR FEWER DAYS (MAYBE 45, ETC.)

YOU CAN FOLLOW KYLE'S EXACT SUGGESTIONS AND HAVE THIS PROCESS ALL READY TO GO FROM TODAY ONWARDS TO HELP IMPROVE RETENTION RATES.

ORIGINAL INSTRUCTIONS (STILL WORKS TOO):
You can use the renewal notification program and time the messages based on the effective date. You will have to create the messages first before we enable this feature for you. Please see attached screenshot on how it would look for your reference.

To add the messages, you will go to

Admin Menu >
MMS Configuration Menu >
Invoice/Billing Verbiage >
Renewal Notification Program >
Add New Message in MMS Configuration Menu

If you want an email going out 60 days before the effective date, you put 60 in the days out field. If you want one 30 days after the effective date, you put -30.
As usual if you would like our help please let us know through the ticketing system... we are happy to help!

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See You in #ACCE26 NEW ORLEANS

17 July 2026

We're heading to New Orleans! Our team will be at the ACCE Convention, July 20-22, and we're bringing MMS 2.0 and Pippily along with us. If you're a chamber or association manager, this is your sign to come say hi. We build for one reason: Building Stronger Chambers. Powering Stronger Communities. We exist to make your day-to-day easier, whether that's managing member renewals, tracking engagement, or showing your board the value you're creating. We'd love to show you what's new. Leading the charge for us on the ground is Pria Vijayaratnam, our Director for Enterprise Growth. Here's a note from her: Whether you're a longtime Chamber Nation member, exploring MMS 2.0, or just curious about what Pippily can do for your chamber's member engagement, I'd be happy to walk you through what's new — no slides, no pressure, just a real conversation. If you're planning to be at ACCE, I'd love to set aside 20–30 minutes to meet one-on-one. — Pria Vijayaratnam, Director of Enterprise Growth So if you'll be at ACCE26, find us. Say hello — we'd genuinely love to meet you and talk about how we can support what you're building. See you in New Orleans!