Membership Trigger: Send Renewal Reminder

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.

2.F - Using the Membership Manager Fields text edit option, you will have the ability to add dynamic information from the membership. This will be used to provide the invoice link and invoice payment links via the email.

2.G - Add the “View Invoice” link by selecting “Membership Manager Fields”, choosing “Invoice” and selecting “View Link”.

2.H - Add the “Pay Invoice” link by selecting “Membership Manager Fields”, choosing “Invoice” and selecting “pay Link”.

Once you have drafted your email content and completed the settings from steps 2A - 2.H 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 Renewal Invoice” Trigger Group.

4.C - Set the Condition to “Status set to not paid”.

4.D - Set Trigger Instantly to “No. Run at a specific time” and set your desired notice period.

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

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

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