> Support > Membership Manager v2 > Membership Trigger: Send Sign Up Invoice

Membership Trigger: Send Sign Up Invoice


Navigate to Trigger Templates

1.A - Login to thewebconsole, from the dashboard click Settings.

1.B - From settings click Member manager v2 and click Trigger Templates.

1.C - Click “Add New Template” and select “Email”.


Create the Email Trigger Template

2.A - name the trigger template, make sure it's relevant and easily distinguishable from other trigger templates, note that these templates can be used across all of your membership types.

2.B - add a “Subject” this is the email subject that the receivers will see once the email lands in their inbox.

2.C - Add in a From Address, this should be relevant and ideally from your domain, example memberships@yourdomain.com.au, note the address does not need to exist however if you use one that does exist it allows users to reply.

2.D - The “To” address should remain as [member_contact_email] which will automatically send to the members email address, you will also have a CC and BCC option if you wish to add in your own staff members for notification of send out.

2.E - In the “Content” box enter in the email text you wish to be sent.

2.F Using the Membership Manager Fields text edit option, you will have the ability to add dynamic information from the membership. This will be used to provide the invoice link and invoice payment links via the email.

2.G Add the “View Invoice” link by selecting “Membership Manager Fields”, choosing “Invoice” and selecting “View Link”.

2.H Add the “Pay Invoice” link by selecting “Membership Manager Fields”, choosing “Invoice” and selecting “pay Link”.

Once you have drafted your email content and completed the settings from steps 2A - 2.H click save.


Navigating to The Membership

3.A - From settings click Member manager v2 and choose membership types.

3.C - Click Edit on the Membership Type you wish to add the trigger to.

3.D - Click the Membership Type Trigger Tab.


Adding the Trigger

4.A - Click Add A New Trigger.

4.B - Choose the “When Signup Invoice” Trigger Group.

4.C - Choose the “Is Generated” Condition.

4.D - Set Trigger Instantly to “Yes”.

4.E - Choose the Action of “Send Email”.

4.F - You will now have the option to choose a template, choose your sign up invoice email trigger template.

4.G - To ensure the tigger fires make sure the Active option is set top “Yes”.


You may also be interested in...

Was this information helpful?
Rating:  
12345 

CONTACT INFO

ADDRESS56 Fourth Street, Home Hill,
Queensland, Australia, 4806

POSTAL ADDRESSPO Box 32, Ayr, Queensland,
Australia, 4807

LATEST NEWS

The Golden Ratio

Posted by Kellie Williams on 21 March 2023
The Golden Ratio
Mathematical theory in design The Golden Ratio is a beautifully simple piece of mathematical theory that can help ma...
Posted in:Logo DesignGraphic Design  

Photo formats

Posted by Kellie Williams on 23 February 2023
Photo formats
With the explosion of scanners, digital cameras and the internet, the JPEG image format has quickly become the most w...
Posted in:ComputersPhotography  

Cool colours

Posted by Kellie Williams on 19 January 2023
Cool colours
If there's one thing as a designer I love more than typography (geeky, I know), it's colour! One of my secret...
Posted in:Logo DesignGraphic Design  
< Previous | 1 | 2 | 3 | 4 | Next >

YOUTUBE

Bookmark SiteTell a FriendPrint