Default member type notification settings

Use default notification settings to control renewal emails for all member types. Individual member types can have custom notification settings that override the defaults.

Configuring default notification settings

Notifications send automatically at three key renewal events: expiration, grace period (if enabled), and lapse. If no grace period is configured, members move directly from expired to lapsed status. Each event supports up to 4 notifications, each sending at a different time.

1. Go to Database > Member Types, then select EDIT DEFAULT NOTIFICATIONS.

2. Select Enable Notification Delivery to enable email delivery for all templates on this page.

   Caution: Enable Notification Delivery must be selected for renewal notifications to send and for the renewal process to begin.
3. To attach the renewal invoice as a PDF rather than a link, select Attach invoice to all notifications.

4. In the Renewal, Grace, and Lapsed Notifications sections, select Add to configure each email template. In the email editor:

   • Set the number of days or months before membership expires that the notification should send.
   • Add a subject line, from name, and from email.
   • Edit the body of the message. You can link directly to your membership form.
   Note: The expiration date is included in the day count. For example, a notification set to send 10 days before expiration on October 10 goes out on October 1.
5. In the Payment Notifications section, configure notifications for members on automatic renewal. Members on automatic renewal receive a Payment Confirmation notification after a successful payment, or a Payment Failure notification if an auto-renew payment fails.

New member types use default notification settings automatically. Override them in each member type's individual notification settings to tailor them to a specific renewal period.

Applying default notification settings to member types

1. Go to Database > Member Types, then select APPLY DEFAULT NOTIFICATIONS.
2. From the Select Member Types to Apply Default Notifications To dropdown, select which member types to update. You can select some or all member types.
3. Select APPLY.