On a membership organization's Primary Content, edit the purchase confirmation email, the email sent while a membership is processing, the issued status email, the email header and the message members see after they pay.
- A membership can send three emails. The Purchase confirmation email goes out when the membership is bought. Purchase confirmation for processing status goes out when it’s bought but requirements are still missing. The Issued status email goes out when it’s issued.
- Each email is optional. You choose whether each one is sent.
- The transaction successful message isn’t an email. It shows on screen right after payment, so it’s a good place for next steps and links.
- Verify your sending address with Amazon SES. Until you do, emails come from the platform’s default address and are more likely to land in spam.
- Need a branded email? Use the HTML source editor, or contact Uplifter Support and Uplifter can build the template.
On a membership organization’s Primary Content, edit the confirmation emails members receive and the message they see after they pay.
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Open Primary Content
On the Admin Dashboard, select Memberships → Member Organizations, choose the organization and select Configuration → Primary Content.
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Add an email header
Upload the image that appears at the top of every confirmation email.
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Edit the purchase confirmation email
Select Edit on Purchase confirmation email. Choose whether it’s sent, update the text, and save.
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Edit the processing email
Select Edit on Purchase confirmation for processing status. Tell members what’s still missing and how to finish, and save.
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Edit the issued status email
Select Edit on Issued Status Email and save.
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Edit the success message
Select Edit on Transaction Successful Message, add next steps and links, such as your website, and save.
Make sure your emails arrive
Uplifter sends your emails through Amazon Simple Email Service (SES). Verify your organization’s address once, and your emails come from you, replies reach you and fewer land in spam. Manage your sending address under Financials → Accounting: select the financial account, then the Email Management tab. You can also do it from any email’s reply-to editor; see Verify your organization’s email address with Amazon SES.
Attach a membership card
Membership cards are an optional add-on. Where your organization has them, Uplifter can attach a PDF of the member’s card to the confirmation email. To set it up, contact Uplifter Support; see also Download a member’s membership card.
Personalize and resend
Add the member’s name or membership details with variables; see Use personalization variables in email templates. To resend an email to one member, open their membership’s Membership Details and select Resend Purchase Confirmation Email or Resend Issued Membership Email.
For resending confirmations, see Resend a confirmation email as an admin.