Below are four examples of emails that are frequently sent on a regular basis, using the same search criteria and same email template each time. The Set as Recurring email feature allows you to set these messages to go out automatically on a recurring basis.
Daily New Member Welcome Email
Daily Member Retention Email (at the 90-day mark)
Monthly Member Renewal Email (about 30 days ahead of due date)
Last Chance Invoice Email
Renewal Payment Received (Advanced)
Daily New Member Welcome Email
- Go to Communication > Send Email (Web).
- Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
- Click the Profiles tab on the left, and choose Create List in Profile Selector.
- Click to the Member Activity tab, and select Add Search Criteria. Choose the Member Activity that represents a "join" in your organization. Then select "In the Period", then "Last One Day"
- Click Email List.
- Click the Send tab on the left, and choose Set as Recurring.
- Choose Daily, and then set the time at which you'd like the email to go out each day.
- Click Send Recurring Email.
Daily Member Retention Email (at the 90-Day mark)
- Go to Communication > Send Email (Web).
- Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
- Click the Profiles tab on the left, and choose Create List in Profile Selector.
- Click to the Member Activity tab, and select Add Search Criteria. Choose the Member Activity that represents a "join" in your organization. Then select "Days Ago" and enter "90" as the number of days.
- Click Email List.
- Click the Send tab on the left, and choose Set as Recurring.
- Choose Daily, and then set the time at which you'd like the email to go out each day.
- Click Send Recurring Email.
Monthly Member Renewal Email (about 30 days ahead of due date)
- Go to Communication > Send Email (Web).
- Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
- Click the Profiles tab on the left, and choose Create List in Invoice Selector.
- Click Add Search Field, and choose Due Date. Then select "In the Period," and select "Next 30 Days"
- Click the Aging tab, and choose All Open.
- Click the Revenue Item tab, and select all Dues Renewal revenue items.
- Click Email List.
- Click the Send tab on the left, and choose Set as Recurring.
- Choose Monthly, and then choose the 3rd of the month, and then set the time at which you'd like the email to go out on the 3rd of each month.
- Click Send Recurring Email.
Last Chance Invoice Email
- Go to Communication > Send Email (Web).
- Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
- Click the Profiles tab on the left, and choose Select Saved Data View.
- From the resulting dropdown, choose All Profiles With Unpaid Dues Invoices 120 Days Past Due, and click arrow to preview the list.
- Choose the Send Email to Billing Contact option (if desired).
- Click the Send tab on the left, and choose Set as Recurring.
- Choose Monthly, and then choose the 1st of the month, and then set the time at which you'd like the email to go out on the 1st of each month.
- Click Send Recurring Email.
Renewal Payment Received Email
Note: this is an advanced option that allows you to use custom SQL to search for all payments made against certain revenue items in the past 1 day.
- Go to Communication > Send Email (Web).
- Enter a subject line and message for your email. You can use a template, and you can include any Special Field dynamic values to populate from the profiles.
- Click the Profiles tab on the left, and choose Create List in Profile Selector.
- Click the Advanced tab on the left, and check "Use SQL Where Clause"
- Paste in the following text, changing out the "xxx" for the Revenue Item number(s) to which payments were applied. Usually these are your "Dues Renewal" revenue items. You can comma-separate to include multiple revenue item numbers.
Profile.ProfileID in (Select Profile_View_Profile_ProfileId From Payment_View Where (datediff(dd, invoicepayments_applydate, getdate()) = 1) And (RevenueItems_ItemNum in (xxx))) - Click Email List.
- Click the Send tab on the left, and choose Set as Recurring.
- Choose Daily, and then set the time at which you'd like the email to go out each day.
- Click Send Recurring Email.
Other ideas include:
- Six-month "how's it going?" check-in email for new members
- Reminders for members to log in and update contact information periodically
- New Member Orientation event signups for new members who have not yet signed up
- Large annual event campaign, for members who have not yet signed up (note: specific event information like date/time/location cannot be dynamically included, so you'd need to turn this one off after the event is over)
- Internal staff reminders, such as regular report downloads or update projects/tasks
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