The Member Automation feature in the Dues Management module allows you to set up automated reminder messages for dues that are coming near expiration and/or past expiration to reminder members to submit payment. Multiple auto notification reminders may be created and sent at different time periods, targeting specific parts of your membership, or all of them at once.

How to Access the Member Automation

1. Click Dashboard
2. Click Membership Management
3. Under Member Automations, click Setup Automation in horizontal menu

Turn On Auto Notification

1. Click Enabled for Enable Automations
   
2. Enter email address(es) in List of Emails to be Notified
• add multiple email addresses separated by ; and no spaces e.g. email1@address.com;email2@address.com
3. Click Update button

Turn Off Auto Notification

1. Click Disabled for Enable Notifications
2. Click Update button

To set up an Automated Notification Message

1. Click Add New Notification
   
2. On the following screen, select Send an Email
   
1. Note, for more advanced purposes, you may:
   
1. Assign Dues, which generates an invoice for them based on their previous one, or
   
2. Remove From Group, which removes them from the membership group
   
3. both of the above actions can be accompanied by an email notification.
3. Set the action timing, Fixed or Relative:
   
1. Fixed: If your memberships all expire at the same time every year, Fixed timing lets you indicate what day of the year it should be sent on (to be repeated every year).
   
1. When setting up a fixed notification, you need to indicate what day the notification will be sent on and which users to be targeted based on when their membership expired.
   
2. You may additionally ask for the email to be repeated weekly until a particular date (it will ignore users who renew during that period).
   
3. If you are not sure if you have the settings correct, look to the blue information beside the settings. It will summarize the next run based on the selected settings. Here is an example:
   
2. Relative: If your memberships all have their own expiration dates (rolling memberships), Relative timing allows you to indicate a date before or after a membership's expiration, for the notification to be sent.
   
1. Example:
   
   
3. Note: There may be some exceptions for when to use Relative vs. Fixed.
4. Indicate the Target Users
   
1. Select the target member groups.
   
2. (If using auto-renewals,) indicate whether to include auto-renewal enrolled members, or not, or to only target them.
   
3. Use the additional filters to have more refined targeting.
5. Enter an Email From Name.
6. Enter an Email Subject.
   
7. Compose an Email Message.
• a list of available [HotKeys] are shown in the left side, copy and paste the [HotKey] into the email message.
8. In Note Tracking, enter a reason for auditing purposes. This will be added to the user's contact profile tracking notes.
9. Click Submit button.
10. Repeat steps 1 to 9 for each notification you want to create and send.