Run a Call ships with a set of membership lifecycle emails you can flip on from the Automations hub. They live in the Memberships folder.
Note
These are emails only — no SMS variant today. Email doesn't require the Messaging addon or A2P registration, so any org can turn them on.
The five templates
| Template | When it fires | To whom |
|---|---|---|
| Membership overdue — 14 days | 14 days after a member's renewal invoice goes past due | The member |
| Membership overdue — 30 days (final notice) | 30 days past due, 24-hour warning before auto-suspension | The member |
| Membership suspended | When a membership auto-suspends because it's uncollectable | The member |
| Membership price change | When you push a price change on an existing plan | The member |
| Membership re-engagement | Optional nudge for members whose plan lapsed and haven't re-engaged | The former member |
Each is a stand-alone toggle. Turn them on all at once from Automations → Memberships or one at a time.
Turn them on
- Automations → open the Memberships folder in the left sidebar.
- Click a template card.
- Toggle it On.
They start firing on the next daily evaluator run.
What the renewal side already does
Every day, Run a Call scans active memberships and creates a renewal invoice 14 days before each member's next billing date. That invoice sits in your queue.
- If membership autopay is enabled and the member has a card on file, the platform attempts an off-session charge on the billing date.
- If autopay isn't enabled or the card fails, the invoice stays open until you send it or the charge succeeds later.
If the renewal invoice goes past due, the AR overdue templates above kick in.
What's not editable today
- The exact 14 / 30 / 24-hour cadences and the email copy are fixed for the system templates. Flip them on or off; the body itself isn't editable yet.
- If you need a different cadence — say, remind at 3 days past due — build it yourself with a custom automation. Trigger on Membership renewed or use an inbound webhook, add Delay 3 days, then Send email. See Building a custom automation.
Where to see what fired
- Automations → Runs — every membership email listed with the recipient and the rendered body.
- Customer profile → Communication tab — per-customer log.
- Membership detail page — recent lifecycle events on the membership.