Your members will typically receive automated Welcome Emails upon signing up for a Membership Category. Where are these emails located in the system? Can you change them as an Administrator? Continue reading to find out!
Accessing the Membership Category
1. From the Member365 Administrator Dashboard, click ‘Membership’ on the bar at the top of the screen.
2. Click ‘Category Setup’ on the submenu on the left side of the page that follows.
3. Locate the Membership Category whose emails you wish to edit, using the search bar if necessary, then click its name.
Editing the Automated Email Messages
The automated Membership Emails will be located under the ‘Automated Emails’ tab in the submenu on the left side of your Membership Category.
Accessing the Automated Emails Tab
The ‘Automated Emails’ tab is the fifth tab in the screenshot example above, but the number indicated for you will vary depending on your Membership Category setup.
Editing an Email
Click the name of any email to edit it.
A window will open, in which you can edit the contents and subject line of the email in question.
Lastly, remember to always click the ‘Save Updated Email’ button at the bottom of the window to confirm any changes you make.
Types of Automated Emails
As mentioned earlier, this article will cover the ‘New Application Emails’, ‘Renewal Emails’, and ‘Launch and Welcome Emails’. Each of those three email types serves its own purpose.
New Application Emails
You will want to edit your Application Emails if you wish to change the messages your members receive upon signing up for a membership. These are typically the emails letting your members know they have been approved or thanking them for applying for the membership.
The emails in the New Application Emails section will vary depending on your Membership Category set up. We will still cover what each email shown is responsible for:
Even though there is a Renewal Emails section under Automated Emails, remember that your Renewal Reminders are actually managed under the ‘Renewals’ sub-tab. Our Knowledge Base article on the Reminders sub-tab can be found here.
With the above said, we still go over each of the emails in the screenshot above.
The templates under the Launch Emails sub-tab typically deal with log-in credentials, passwords, and links to the Member Portal. You don’t normally need to touch these emails, unless you want to add something specific as part of the Member Portal welcome message.
Confirm your Changes
Always remember that any email template you change will not save unless you click the ‘Save Membership’ button on the bottom of the screen.
Click ‘Save Membership’ to make the changes to your Membership Category’s automated emails live.
Congratulations, you now know where to edit the automated membership emails!