We currently use the membership status "NEW" to identify recent membership signups. For various reasons, we also need a membership status to identify those who have recently renewed. As a workaround, I'm creating a smart group for the activity "Membership Renewal" but it seems that a status would be better. Anyone know how to do this or if it is possible?
Well, it's not really possible to have a status for the
Renew state because the
Start event used for status rules is based on one of the following date :
- start date : this date is updated only when there is a gap between the last end date and the new renewal date... if there is no gap, which is the most frequent case, there will be no update
- end date : updated any time the membership is successfully renewed / mainly used for "grace" / "expired" status
- member since : this date is not updated by the system at all so it is used for new membership
So, without development, the only way i can think of having this kind of status is to manually update the start date every time you renew (which probably defeat the purpose).
Then, you can define :
Start Event Adjustmentto be 0 (start at the renewal date)
End Eventto be start date again
End Event Adjustmentto be 1 month or the period you'd like it to lasts
Current Membershipshould be checked because obviously, membership with those status are valid
Please put the new
Renew rule above the
Current status by changing the
Order because CiviCRM test the rules one by one and stop at the first matching item.
If I am not wrong - you need to create a new membership status - please use the below link
administer -> civimember -> membership status rules
you can find a list of existing membership status - just add new and create one saying "Renewed" and you need to set the membership status to renewed whenever a new member signup
Also if you have "Update Membership Statuses" schedule job running which will reset the status based on the rules whenever the job runs
I guess this helps !!!