• Member Type (Membership) Setup
  • Finding Member Types
  • Member Type Profile
  • Setting up a Member Type
  • Setting Up a Lifetime Membership
  • Setting Up a Calendar-Based Membership
  • Setting Up an Anniversary-Based Membership
  • Setting Up a Monthly Membership
  • Setting Up a Membership with a Grace Period
  • Setting Up Multiple Memberships
  • Setting Up Single Memberships
  • Selling a Membership for Next Year
  • Selecting the Customer Type for a Member Type
  • Navigating to the Member Type Profile
  • Member Flag
  • Using the Membership Setup Wizard
  • Adding Membership Dues Rates
  • Using a Confirmation Template for Member Types

Using a Confirmation Template for Member Types

Member Types can now have a confirmation template associated to them. This will allow an email specific to that Member Type to be sent out to individuals who purchase that Member Type.

To associate a confirmation template to a Member Type, complete the following steps:

1. Click the Administration icon to launch the Administration module.
2. Click the Member Types link.
3. Follow the steps outlined in the Member Type help topic to Add a new Member Type, or use the Find functionality to locate a specific Member Type.
4. Open the Member Type profile for the Member Type and edit it through the Edit drop-down menu. This will open the Member Type Information pop-up window.

 

5. Expand the Confirmation Template drop-down menu. This will display a list of Confirmation Templates available to you for Member Types.



6. Select the Confirmation Template you would like to be associated to this Member Type.

Selecting this Confirmation Template will cause this message to be sent to any individual who purchases this Member Type for the first time.

7. Click the Save button.

Note: You may also assign the template when using the Membership Setup Wizard.