FlexiQuiz - Admin Certification Module 10 Quiz: Memberships & Benefits

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1. What's the best way for your memberships officer to get notifications about members who need to renew soon?

Use Process Builder to create a task for your memberships officer when a benefit is getting close to renewal.

Update the Benefit Administrator in PatronTicket Settings.

Filter a "Contacts with Benefits and Benefit Level" report for Expiration Date in the next month, cross-filter to remove Contacts who already renewed, then subscribe them to the report.

Update the Renewals Officer in Organization Settings.

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