On this page
- To configure default notification settings
- To apply default notification settings to member types
This article outlines how to configure default notification settings, then apply them to all, or some, member types. You can also overwrite any custom notification settings with your default notification settings.
To configure default notification settings
Navigate to Database > Member Types. Click EDIT DEFAULT NOTIFICATIONS. Default notification settings apply to each new member type you create.
Check off Enable Notification Delivery to enable email delivery for every email template on this page.
Enable Notification Delivery must be checked off for warning messages to send, and for the renewal process to begin.
Notifications include a link to the renewal invoice by default. If you would like to attach the invoice as a PDF document on the notification, check off Attach invoice to all notifications.
New member types will use your default notification settings automatically. However, they can be overwritten in each specific member type's notification settings, and can be tailored to the member type's renewal period.
Notifications will automatically send to members at times pertaining to three key renewal-related events: expiration, optional grace period, and when membership lapses. If no grace period is enabled, the membership will expire and the member will enter lapsed status. Each event can have up to 4 notifications, each sending at different times.
Click Add in the Renewal/Grace/Lapsed Notifications sections to edit the default email template.
In the email editor, you can:
- Set the number of days or months before membership expires that you want the notification to send (the below notification will go out 30 days prior to a member’s expiration date).
- Add a subject line, from name, and from email.
- Edit the body of the message. You can link directly to your Membership form.
When you set the number of days before your renewal notice sends out, this includes the expiration date (end date) in its calculation. For example, a member with an expiration date of October 10 - notification set to send out 10 days before - will receive the notification email October 1.
At the bottom of the page, configure your Payment Notifications.
In addition to expiration notifications, members on automatic renewal payments will also receive either the payment confirmation or payment failure email.
The Payment Confirmation notification is sent after a renewal payment is successfully made.
The Payment Failure notification is sent if an auto-renew payment fails.
To apply default notification settings to member types
Applying default notifications with the APPLY DEFAULT NOTIFICATIONS feature will overwrite all custom notification settings and replace them with your default notification settings.
In Database > Member Types, click the APPLY DEFAULT NOTIFICATIONS button.
On the modal window, click the Select Member Types To Apply Default Notifications To drop down menu to select which member types to apply default notifications to. You can apply your default notification settings to some, or all of your member types.
This is a great way to overwrite and update member types with outdated custom notification settings.
Click APPLY when you're finished.