How to setup Auto-Notification for Member Dues Expiring and/or Past Due?
The Auto Notification 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.
For example, a reminder could be sent 30 days before expiry, 7 days before, 1 day before, Day of and 1 day after, 7 days after, etc.
How to Access the Auto Notification feature
- Click Dashboard
- Click Dues Management
- Click Auto Notification in horizontal menu
Turn On Auto Notification
- Click Enabled for Enable Notifications
- Select the applicable groups in List of Groups
Enter email address(es) in List of Emails to be NotifiedClick Update button
- You may highlight multiple options by holding down your CTRL/Command key and clicking on options
Turn Off Auto Notification
- Click Disabled for Enable Notifications
- Click Update button
To set up an Auto Notification Message
- Under Notification Groups, click Add button
- In Action Type, click the drop down list and select an option
In Day Count, click the drop down and select from the listEnter an Email SubjectCompose an Email Message
- Email Only - send an email message
- Delete from Group - will delete the contact from the membership group when the email is sent.
The contact record will not be deleted.
In Note Tracking, enter a reason for auditing purposesClick Add buttonRepeat steps 1 to 7 for each notification you want to create and send.
- a list of available [HotKeys] are shown in the left side, copy and paste the [HotKey] into the email message
This is an example of an Email notification to Members who are expiring in 90 days.
To set a rule to remove an expired person from the group, set the Action = Delete from Group.
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