Effective membership communications using reminders
In CiviCRM 4.3, the reminder system for membership renewals has been moved from membership management to Scheduled Reminders. This gives us the opportunity to use these reminders in our member workflow. For example, you may have a process for membership induction. This may involve sending out information at fixed intervals.
Examples of this include a guide to the organization's website, a personalized message from the head of the organization, or a request to share some information to provide a better service for the member.
How to do it…
We will create two mail templates. We will use one to send out a guide to the website, and the other to send out a guide to local involvement. We will then schedule these mailings using Scheduled Reminders.
- Navigate to Administer | CiviMail | Message Templates. Add a new template.
- Set Title to Guide to the website.
- Set the Subject to Guide to the Cookbook website. Substitute Cookbook with the name...