Application Initiation Email Sent Optionally on Manual Application Entry
We enter new member applications by hand from a paper application with payment attached, and immediately give the member an account with "Pending - New" status until the Board approves them.
Currently the application initiation email is only sent out when an application is completed online.
We would like the option to send out an application initiation email when we manually add the member.
I believe the "Send notification" option in events already works this way.
Walt Bilofsky commented
Matt, our interim workaround is to create a WA email template which our membership chair sends manually to the Pending- New member.
This deals with forgetting something in the email. But as you say, having to send it manually still defeats the purpose of an automated system.
Thanks for the comment, added to product features queue.
* Manual/Administrator Renewal menu offers a checkbox which triggers a notification of "Pending" renewal.
* Manual/Administrator New Member Menu offers no such option.
Both Renewal and New Member Menus offer a manually selectable forced send of "Pending" default email when manually managing memberships.
Since the "New-Pending" email contains information that the member needs to provide in order to have the membership approved, I need this email to go out, whether the membership is input by the prospective member or manually by an admin. Yes.. I can send it manually, but having to manually send a follow up email every time I enter a member kind of defeats the purpose of using a system to automate membership processing and it leaves me wide open to forgetting something in the manual email.