Case Study: Upstream Public Health improves membership upsell continuity with CiviCRM

Upstream Public Health improves membership renewals with CiviCRM in 5 steps

Upstream Public Health, a client of Korlon LLC, was facing a challenge with its CiviCRM implementation where online membership renewals at a higher level would create a new membership record instead of upgrading the existing one. This lack of continuity in membership records was problematic for tracking and reporting on member histories.

The solution, made possible by a new feature in CiviCRM 3.4, allowed for membership continuity during upsells. By implementing a process that included automated reminder emails with targeted renewal links and custom JavaScript to pre-select membership levels, CiviCRM enabled the customer to successfully upsell members while maintaining a single, continuous membership record for each contact, thereby improving the integrity of their membership data.

Upstream Public Health