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Contact ‐ membership due for renewal
dballen121 edited this page Nov 16, 2023
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This indicator will show a coloured icon when a membership is either due for renewal or is soon to be due for renewal. It will be required to create a custom field indicating whether the membership renewal threshold has been met based on the business rules. For example, whether the member should be contacted after their membership has ended, two weeks, or two months beforehand.
| Fields | Value |
|---|---|
| sObject | Contact |
| Field | Membership expired |
| Active | TRUE |
| Description | Indicates to contact for membership renewal |
| Empty Static Text Behavior | Use Icon Only |
| Show False or Blank | FALSE |
| Hover Text | Email the member for membership renewal |
| Icon Value | standard:email |
| Icon Background | Green |
| Icon Foreground | White |
| Show When False or Blank | TRUE |
| Inverse Hover Text | Membership is active |
| Inverse Icon Value | standard:email |
| Inverse Icon Background | Blue |
| Inverse Icon Foreground | White |