This article is intended to help with the setup and configuration of MemNet by listing all of the emails that may be sent from MemNet.
- The following emails can be sent from MemNet and are typically customised for each usage. You may want to consider setting up templates to base some of these off of:
- Individual emails - sent to individual people from within their profile or the Contacts tab.
- Mail Generation - Bulk email/newsletter distribution to people on your database.
- Account Doc Generator - Distribution to members or internal reporting on financial transactions.
- Raise Subscriptions - Distribution of renewal notices/Subscription Invoices.
- Event Emails - Notifications around events to both those who are registered and to promote the event.
- Event confirmation email - sent when someone books an event. The header and footer are created as HTML blocks. The middle of the email is a standard format and is inserted by MemNet.
- Send Event Certificates following an event
- Emails that may be system generated or automatically sent in response to the events described:
* Note about Where Managed below, All of these admin emails are now available under Mail Generation / Email Templates - you need to explicitly include Admin Templates in your search as they do not get displayed by default. For backwards compatibility, you will also find links to these emails at the locations listed below.
|
|
Where Managed * |
When Sent. |
|
Online Payment Confirmation Email |
Administration / System Configuration / Company Settings / Self Service/ Online Payments / Payment Gateway |
Every time a payment is successfully processed against the payment gateway. Will have a pdf copy of the receipt attached when it can be successfully generated (most cases) |
|
Payment Receipt Template |
Editable under email templates only |
When a receipt is sent by ticking the appropriate box when recording a payment as an admin user. |
|
Recurring Payments (Direct Debit) Email |
Administration / System Configuration / Company Settings / Self Service/ Online Payments / Payment Gateway |
Sent to the member whenever they set up a recurring donation. |
|
Subscription Renewal Confirmation Email |
Administration / System Configuration / Company Settings / Self Service/ Online Payments / Payment Options |
Sent to the member whenever they renew their membership subscription via the member self-service module. Has a copy of the subscription invoice attached. |
|
Stand Alone Payment Confirmation Email |
Administration / System Configuration / Company Settings / Self Service/ Online Payments / Standalone Pays |
Used by donations in the member self-service module. Sent when a one-off donation is made. |
|
New Member Form Confirmation Emaill |
Administration / System Configuration / Company Settings / Self Service / New Member Forms / New Member |
Used by the new member form. Sent to the new member when they join. Has a copy of their initial subscription invoice attached. |
|
Mailing List Confirmation Email |
Administration / System Configuration / Company Settings / Self Service / New Member Forms / Subscribe to Newsletter |
Send to the person signing up to your newsletter /email list using the Subscribe to Newsletter form. |
|
Shopping Cart Purchase Confirmation Email |
Administration / System Configuration / Company Settings / Self Service / Shopping Cart/Merchandise |
Sent to the purchaser whenever someone makes a successful purchase online. |
|
Product emails (for electronic products) |
Administration / System Configuration / Products. Optional against each product. |
A product specific email that is sent to the purchaser when they purchase this product. Can have an attachment or instruction on how to access an electronic product. Optional for products. |
Note that a member may receive multiple emails for a single transaction. For example, if a payment is made they will receive an online payment confirmation in addition to the event, subscription renewal or shopping cart confirmation and potentially product specific email(s).
Comments
0 comments
Please sign in to leave a comment.