You can set up auto-reminders for membership renewals. You can learn more about auto reminders in this article "How do I set up a membership auto reminder?"
You can also manually send reminders using the Print/Email Mail Merge feature in the Membership Summary grid's Actions menu. You will first need to set up a Mail Merge GM Template for your letter. You can learn more about
A new window will open to allow you to select the letter template and customize the options:
Mail Merge Template – Select which template from your Membership Mail Merge Library you wish to use for this letter.
Acknowledged – Can be set to NO, since it is only for thank you/acknowledgment letters.
Delivery Options – How would you like the mail merge letter to be delivered/generated?
Print to PDF – The letter will generate/download to your device as a PDF.
Print to Word – The letter will generate/download to your device as a Word document.
Print to Word (Advanced) – The letter will generate/download to your device as a Word document. (You can use this option if the template doesn’t look correctly formatted with the standard Print to Word option.)
Email Link to PDF File – Generates an email to send to the constituent (membership owner) containing a link that will allow the email recipient to download a PDF of the letter. Be sure that everyone in your filtered list has an email address when selecting this method of delivery.
Email to Primary Email – Send the email only to the constituent’s default email address.
Email to All Emails – Send the email to all the email addresses on file within that constituent’s record.
Archive Options – Options for saving a copy of the letter.
Save to Documents – Save an internal copy of the letter in the constituent's record in their Documents tab.
Post to Portal – Allow for that saved letter to be accessed by the constituent within their portal account (must have the Advanced Portal feature activated.)
Document Name – Enter the name that will be displayed as the name of the document.
Document Category – Select which category should be assigned to the saved document record.
If you choose to send the email version of the mail merge letter, below are descriptions of the additional fields you will need to complete.
Email From Display Name – Enter the name that will show as the sender of the email, by default this is the user's name.
Email From – Enter the email address that will show as the sender of the email, by default this is the user's email.
Subject Line – Enter the text you wish to display as the subject Line of the email.
Email Body – Enter the content you wish to display within the body of the email. Note you can also insert in mail merge fields so the email will contain specific information about the membership transaction and constituent.
Note: If you accidentally delete the link for the Mail Merge letter, click the Gear icon next to the Insert Mail Merge Field dropdown. This will allow you to re-insert that link.
The attachments are password protected and the constituent (recipient) will need to enter their email address to open and view the attachment. There will be a notice that pops up indicating this for the recipient. This is intended to provide an extra layer of security and privacy protection for the recipient.
When you are ready to send the message, click the green Send button.
