Send automatic emails for manual admin actions
This is a relatively minor request but something I find to be a workflow pain. As an admin, when I add a new member to the database the new member activation email does not automatically get sent out to the new member if I set their status to 'Active' initially. I have to add the member in two steps to get the email to go out -- first add them as 'pending', save it, then either go back into their record and record receipt of their payment or change their status from 'pending' to 'active' to trigger the email.
It would be nice if I could just add the member as "Active" and check a box or something when I'm to cause the activation email to go out, all in one step.
I manually entered about 200 new members this way this year b/c our organization has old-fashioned manual registration forms in addition to the online registration and many people prefer the manual form. Each one took me about 2-3 minutes to enter because of the two-step process. It adds up.
Tony Pampel commented
For anyone who found this thread via the same path I did (a search for "stop automated emails), It's handy to know that you can turn on and off some of the automated emails on the edit screens for the membership levels.
There have been a number of changes since this thread was started.
As of now - version 4.1 - members are automatically added in 'Pending - new' status and member entry screen is now only one page.
So the focus of this thread has been changed - to focus on stop silent sending of any emails on admin actions - while giving admins a way to send them manually if needed.
Good point Paul and we will be looking into this.
Paul at PEN commented
It is really necessary to have a checkbox for every email the system sends to a member as the result of an administrative action. I have no idea when it is and when it is not going to spit out an email to a member as the result of something I do.
It is a source of embarassment to us and confusion to our members, when, for example they get an email with an incomprehensible message like "Renewal date changed to Never", when I was discreetly (or so I thought) correcting their membership status.
Please can we be given some control over what the system sends out?
Thanks....I spoke with Danis a while ago and figured out the problem. I will write up some thing in this thread shortly...
For now the workaround is:
Set member status to Pending-New first, then save, edit again and set to Active - this should send the activation email.
Do you have a resolution for this problem yet?
I don't get any emails to go out no matter how I do it. I have questions into Wild Apricot but no replies yet.
I would also like to be able to trigger member activation emails to go out with a checkbox or pushbutton.
Yes, we too enter many members manually and would like the option of an automated email to be sent out. Let me emphasize however, the option, as there are times when I wouldn't want one to be sent.