- HEPNetAsked on February 08, 2018 at 09:23 AM
Membership expiration capabilities
Hello! I use a form for membership applications. Memberships are good for a year and I am exploring the best way to handle renewals of memberships. Is there a way for a form to "expire" in 1 year, and then I can set up an automatic email for the person to be notified? I'd like them to review their information to see if anything has changed, or simply just save it again for the new membership year. If this is possible, it would very much simplify my process.
I hope this makes sense. Thank you!
- JotForm SupportMikeAnswered on February 08, 2018 at 11:50 AM
Unfortunately, we do not have a system to automatically handle the membership.
In case you would like to set up automated recurring payments, this is possible with our payment forms. Here is a link to the guide:
- HEPNetAnswered on February 08, 2018 at 01:43 PMI could add a date field and limit it to the date filled out. Is there any
way to send an auto email for a date a year in advance? I tried "equals
to" "one year" but not sure if that is a valid entry.
*Lindsay Meyer Bond*
Higher Education Protection Network (HEPNet)
P.O. Box 44, Canal Winchester, OH 43110
- JotForm SupportMikeAnswered on February 08, 2018 at 02:39 PM
I am afraid that this is not something that is currently supported. I have added a feature request ticket about a dynamic emailing date to our system on your behalf. There is no ETA for when it can be implemented, but we will let you know if we have any updates.
In theory, it might be possible to use some email marketing service for this purpose. For example, we support a MailChimp integration, and MailChimp has some automation features:
Although, this is not something that I have tested myself.