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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.

4 votes
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    Walt BilofskyWalt Bilofsky shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    MattDMattD shared a merged idea: Add Checkbox Option for Manual New-Pending Notification Email  ·   · 

    3 comments

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      • Walt BilofskyWalt Bilofsky commented  ·   ·  Flag as inappropriate

        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.

      • MattDMattD commented  ·   ·  Flag as inappropriate

        Current Situation:
        * Manual/Administrator Renewal menu offers a checkbox which triggers a notification of "Pending" renewal.
        * Manual/Administrator New Member Menu offers no such option.

        Desired Situation:

        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.

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      Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7