Membership Trigger: Send Membership Termination Notice

Navigate to Trigger Templates

1.A - Login to thewebconsole, from the dashboard click Settings.

1.B - From settings click Member manager v2 and click Trigger Templates.

1.C - Click “Add New Template” and select “Email”.

Create the Email Trigger Template

2.A - name the trigger template, make sure it's relevant and easily distinguishable from other trigger templates, note that these templates can be used across all of your membership types.

2.B - add a “Subject” this is the email subject that the receivers will see once the email lands in their inbox.

2.C - Add in a From Address, this should be relevant and ideally from your domain, example memberships@yourdomain.com.au, note the address does not need to exist however if you use one that does exist it allows users to reply.

2.D - The “To” address should remain as [member_contact_email] which will automatically send to the members email address, you will also have a CC and BCC option if you wish to add in your own staff members for notification of send out.

2.E - In the “Content” box enter in the email text you wish to be sent.

Once you have drafted your email content and completed the settings from steps 2A - 2.E click save.

Navigating to The Membership

3.A - From settings click Member manager v2 and choose membership types.

3.C - Click Edit on the Membership Type you wish to add the trigger to.

3.D - Click the Membership Type Trigger Tab.

Adding the Trigger

4.A - Click Add A New Trigger.

4.B - Choose the “When Membership status is set to” Trigger Group.

4.C - Choose the “Expired” Condition.

4.D - Set Trigger Instantly to “Yes”.

4.E - Choose the Action of “Send Email”.

4.F - You will now have the option to choose a template, choose your termination email trigger template.

4.G - To ensure the trigger fires make sure the Active option is set to “Yes”.