From a member's Membership Details, use Notify & Follow Up to create a reusable email template, then send it to that member from your organization's email address.
- Templates help you follow up with one member at a time, for example about an incomplete registration, a missing photo or a missing document.
- Verify your sending address with Amazon SES first. Otherwise these emails are likely to land in spam; see Verify your organization’s email address with Amazon SES.
- Every template is shared. Anyone in your organization can use it from any member’s membership.
- Send from your organization’s email address, so replies come back to you.
- To email all your members at once, use Mailchimp. Connecting it puts your active members straight into Mailchimp; see Connect Mailchimp to a Club Dashboard or Event Dashboard.
From a member’s Membership Details, create a reusable email template under Notify & Follow Up, then send it to that member.
-
Open the membership
On the Admin Dashboard, select Memberships → Individual Memberships, search for the member and open their Membership Details.
-
Go to Notify & Follow Up
Scroll to Notify & Follow Up.
-
Create a template
Choose the option to create a template, fill in its name, subject and message, and save. It now appears under Select an email template for every member.
-
Choose the template
Select the template from the list.
-
Check the addresses and message
Choose who the email goes to and the email it comes from, and update anything specific to this member.
-
Send it
Select Send email.
To add the member’s name and details automatically, see Use personalization variables in email templates.