How can I create a membership renewal link for organisations?

Question

I'm creating a scheduled reminder email that is sent to members six weeks before their membership expires. I want the email to link to the membership page with the contact details of the organisation filled in.

I have managed to do this successfully for individuals by using the following link in the email:

[site.com]/civicrm/contribute/transact?reset=1&id=1&{contact.checksum}&cid={contact.contact_id}

However, this doesn't work for organisations. It only fills in the email address of the organisation but not the organisation's name, address and postcode.

I presume that this is something to do with the fact that the organisation membership form is filled out on behalf of the organisation.

Is there a way I can change this link to ensure that the organisation's full details are filled in when the user clicks on the link?

I am using CiviCRM 4.6.10 on Drupal 7.41.

Answer 1

I got round this by creating a group for the non-primary memberships. I then set up a membership scheduled reminder and limited the emails to the group I created.

Answer 2

It seems to me like part of the problem with organization renewals, is that the page does not know that the individual already has an "onbehalf of" membership, so it does not display, for example, information about the membership expiration, and I'm not sure how the membership is updated afterwards (implicitly, it should update the existing membership).

My solution was to use the membership renewal link extension, which generates tokens with the checksum and membership ID (mid) in the URL.

However, for that to work, I had to apply this patch to CiviCRM core (pending review, as of CiviCRM 5.48).

Answer 3

I have a partial answer to this question. The link above works fine, but you have to ensure that the organisation's membership is inherited by staff.

To do this you need to edit the membership type and set 'Relationship Type' to 'Employer of' (not 'Employee of' which is what I had previously).

Once this is done a renewal reminder will be sent to the organisation's email address and the email address of the member of staff who subscribed on behalf of the organisation.

The link in the email that is sent to the member of staff works correctly. However, the link in the email sent to the organisation doesn't work unfortunately.