Customization of Email sent during Membership Level Change workflow
When a member changes there level, the system automatically sends them an email. Since there is an option to choose "manual payment", we need to be able to add our physical address to the email.

Customizing level change email was released live back in 9.0 and now is available for all clients as part of new membership level setup UI.
NB: it's not available in legacy membership level UI
More details in release notes: https://gethelp.wildapricot.com/en/articles/2888-version-9-0-release
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groovamatic commented
When a member changes level the system should send them the confirmation email defined in that new level. This contains all the information about that type of membership. A "Membership level completed" email is fine as an extra notice, but the new level-specific email is critical.
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Jenna Keindel commented
THIS NEEDS TO BE A PRIORITY.
Our members change levels all the time
The get a boring un personal email "Lever change complete"
They NEED to be getting the "Thank you for being a Member, we value you..." Retention is important. Our "Renewal Competed" emails have lots of important promos and over quick links and it allows us to let them know we appreciate them being part of our organization....I agree that the acknowledgment email they receive is embarrassing and amateurish looking.
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Becky Parsons commented
Please make these emails customizable as are other membership emails:
• “Member level change initiated”
• “Member level change succeeded”These system emails are poor looking emails. When people change their membership level, they are typically wanting to support the organization at a HIGHER monetary level, and they are selecting a new member level that has a higher dues amount.
And for their monetary “gift” to the organization, the acknowledgment email they receive is embarrassing and amateurish looking.
We need to be able to customize these system emails with our logo and appropriate appreciation verbiage to thank and acknowledge their level of commitment and desire to support our organization at a higher level.
When I made this request to Wild Apricot, the response was "this is currently not possible". Please make it possible! Thank you.
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Becky Parsons commented
I just noted this request has been outstandng since 2010 - over 9 years ago!
Please allow customization of the “Membership Level Change Initiated” and "Member level change succeeded" automated emails.
The “Customize default membership emails” screen specifically states, “Note: the following emails cannot be customized: “Member level change initiated” and “Member level change succeeded.” Why not?
All our other default membership emails have been customized with our logo and member-friendly verbiage. These emails look awful and totally uninviting! The sentence structure looks primitive. What an embarrassing representation of our organization!
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Michael Schweizer Anliker commented
custom member emails for each level.
We like to provide our Members with their benefits, right in the activation email. Since they change from level to level, I would love the feature to set up different Welcome mails (activation) to each level. -
Mattias Umaerus commented
I agree that this is needed, as the member changes level we need to be able to automatically provide them with new information for the new membership.
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Rob commented
I support many of the request in this thread. We also need the fundamental ability to customize level change emails. If someone goes from a free level to a paid level for example, we should be thanking them!
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TheARRC commented
Please provide a way to customize the Member Level Change Initiated and Member Level change succeeded emails by level. We really need the ability to customize this message.
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Becky Parsons commented
We need to be able to customize the “Member Level Change Initiated” and the “Member Level Change Succeeded” automated emails.
The Membership emails screen states, “Note: the following emails cannot be customized: "Member level change initiated" and "Member level change succeeded".
Please allow these emails to be customized! This system email format looks awful! We want all our emails to have our logo, branding message, and a welcoming and appreciative content. It’s critical to look professional and appreciate our members when they increase their membership level!
We are starting a campaign to appeal to our members to change their membership levels from annual memberships to monthly sustaining memberships, which will increase the amount of their financial commitment and support. It will be an embarrassment to have this automated email sent to them.
Please allow us to make these emails professional looking!
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Kyle Bisley commented
Yet another customer interested in being able to edit these emails. We would like to use the member change email to send an email template to our security desk to automatically change the members security level. At present we have to do this manually.
It would be nice to be able to send multiple emails at member level changes similar to the present new member application process. OR be able to have member level changes go through the current framework for new member applications.
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Aleksey Tsalolikhin commented
When I get an email like: to board
administration notice: Member John Doe successfully changed membership level.It only creates a mystery for me. What was their level before? What is it now? Could you please include this vital information?
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We just didn’t have time to fix this :)
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Chris commented
What's the status of this change request? I do not understand why we have complete control over all emails EXCEPT level change emails. Why???
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Jenna Keindel commented
Not only the ability to add physical address... BUT All these members should also AUTOMATICALLY get the "activation email" as its a very important email that has all the good stuff... I hate that I have to remember to go in and look up the ones that changed levels to manually send them the "Welcome email" with links to the events and links to news.
-Jenna- -
Stephen commented
Would love to customize the member level change confirmation email to include a link to a specific donation page.
New member and renewal member emails have been customized to invite a donation, but we have "Non-Member x" membership levels to assign contacts to groups for multi-event and program emailing. When those members upgrade to a paid membership level, there is apparently no way to ask them for a donation, or link/ send them to a specific donation page.
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Chris commented
We can customize every other email automatically sent to our members and prospects. Why not this one? Even before we get full customization, the ability to change the message OR the email distribution would be most welcome.
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Thomas Bahls commented
Being able to customize a level-change e-mail template would be great: the system-generated version is pretty plain compared to the customization we've done to the other membership-related messages.
But I would also be happy with simply sending the "member activation" message on a level change as suggested by user groovamatic.
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groovamatic commented
The best adjustment for us would be if level change triggered the "member activation" email for the target level. Since this email is sent once a member has paid for or been approved for the level, it is where we put all key new member information. If we had the option to send this when a member "changes into" that level, it would address this issue.
As it is, members coming from other levels get no information about the unique programs/features of the new level, and are thus not greeted properly as new member types.
Since there are fairly unique programs with most of our levels, putting them all in a generic level change email is not a solution.
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SMA Member Administration commented
Allow the level change e-mails to be personalised so that those organisations who need further information from members before confirming a change can make this plain.
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Jeffrey Hill commented
We also need the ability to just turn off these emails, as well as the ability to customize them.