---
title: "New membership or renewal: understand how a membership is classified"
description: New membership or renewal? Learn the rules that classify a membership and why a member receives the Validated membership or Renewed membership email.
---

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# New membership or renewal: understand how a membership is classified

## Find out when a membership is classified as new or as a renewal, and which automated email the member then receives.

Each membership is recorded either as a new membership or as a renewal. This classification determines the automated email the member receives when their membership changes to the **Validated** status:

- **Validated membership:** email sent for a new membership.
- **Renewed membership:** email sent for a renewal.

The classification also affects first-membership fees, requested documents and statistics. This article explains how it is decided in each situation.

**In this article**

- [Renewal after the membership has expired](https://support.yapla.com/en-ca/new-membership-or-renewal#expiration)
- [Change of membership type](https://support.yapla.com/en-ca/new-membership-or-renewal#type)
- [Membership added in back office](https://support.yapla.com/en-ca/new-membership-or-renewal#back-office)
- [Other effects of the classification](https://support.yapla.com/en-ca/new-membership-or-renewal#effects)
- [Emails sent to the member](https://support.yapla.com/en-ca/new-membership-or-renewal#emails)

### Renewal after the membership has expired

When a member renews, the status of their previous membership decides the classification:

- **Membership with Validated status:** up to and including the expiry date, the membership is classified as a renewal.
- **Membership in grace period:** throughout the grace period, the membership is still classified as a renewal.
- **Membership with Expired status:** when a retroactive membership period is configured, the membership remains a renewal up to and including the last day of that period. It then becomes a new membership.
- **No period configured:** the membership becomes a new membership as soon as it changes to the Expired status, that is, the day after the expiry date.

The grace period only exists in continuous mode. In a simplified membership campaign, the membership goes directly to the Expired status: only the retroactive membership period can then classify it as a renewal.

When the retroactive membership period is longer than the grace period, it sets the renewal limit. See [How retroactive grace and membership periods work](https://support.yapla.com/en-ca/how-retroactive-grace-and-membership-periods-work?hsLang=en-ca) to configure these two periods.

### Change of membership type

By default, a member who renews with a membership type different from their previous membership, for example from their member area, keeps the renewal classification. They therefore receive the **Renewed membership** email.

To classify this change as a new membership, enable the option on the membership type the member is leaving:

1. Go to **Members \> Settings \> Membership Types** and open the original membership type.
2. In the **Rate** tab, **Behavior of renewals** section, check **Apply status New member when changing membership type**.
3. Save your changes.

The same rule applies when a member takes out a membership of another type in addition to the one they already have. Only the dates change, depending on the behaviour chosen in the same section:

- **Starts on the day of the transaction (renewal by the member):** the two memberships can overlap.
- **Starts the day after the expiry date of current membership:** the new membership begins after the current one ends.

### Membership added in back office

When you add a membership from a member's record, the **Process to apply for this membership** section offers two options. Your choice decides which email is sent when the membership changes to the Validated status:

- **Process as a first membership:** sends the **Validated membership** email.
- **Process as a Renewal:** sends the **Renewed membership** email.

**Process as a Renewal** is preselected only when the member's last membership has the Validated status. In all other cases, **Process as a first membership** is preselected. You can change this choice before continuing.

These options only appear in continuous mode. In a simplified membership campaign, a membership added in back office is always processed as a new membership.

Changing this choice afterwards does not resend the email.

For the detailed steps, see [Add a membership to a member in back office](https://support.yapla.com/en-ca/add-a-membership-to-a-member-in-back-office?hsLang=en-ca) and [Renewing an administrative membership](https://support.yapla.com/en-ca/renewing-an-administrative-membership?hsLang=en-ca).

### Other effects of the classification

In addition to the email sent, the classification of a membership has the following effects:

- **First-membership fees:** fees specific to the first membership, such as file opening fees, only apply to a new membership.
- **Requested documents:** the required documents differ for a first membership and for a renewal.
- **Validation:** a renewal can be validated immediately when the corresponding option is enabled.
- **Statistics:** the renewed members statistics as well as the search and export filters take the classification into account.

The classification does not recalculate the membership price.

### Emails sent to the member

The **Validated membership** or **Renewed membership** email is only sent when the membership changes to the Validated status. Before this step, for example when the membership is pending payment or validation, the member receives the email for that status.

- When the **Renewed membership** template is inactive or deleted, the member receives the **Validated membership** email, even for a renewal.
- A member who has turned off automated emails receives neither one.

Want all your members to receive the same content, whether they join or renew? Align the **Validated membership** and **Renewed membership** templates, especially the reminders and dynamic keywords. See [List of automated communications](https://support.yapla.com/en-ca/list-of-automated-communications?hsLang=en-ca) for all the triggers.

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