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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.

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    WMA MEmbership ManagerWMA MEmbership Manager shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    membershipmembership shared a merged idea: Personalisable Level Change System E-Mails  ·   · 
    BeardoBeardo shared a merged idea: Customize "Member level change initiated" and "Member level change succeeded" eMails  ·   · 
    Jon CrossnoJon Crossno shared a merged idea: Need ability to customize "member level change" emails  ·   · 

    17 comments

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      • membershipmembership commented  ·   ·  Flag as inappropriate

        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.

      • Jeffrey HillJeffrey Hill commented  ·   ·  Flag as inappropriate

        We also need the ability to just turn off these emails, as well as the ability to customize them.

      • MeganMegan commented  ·   ·  Flag as inappropriate

        This is a critical change needed for us. We provide members with a lot of information when they renew, that they'll need for the upcoming year. However anyone who changes levels misses out on this email completely.

      • Becky JennBecky Jenn commented  ·   ·  Flag as inappropriate

        Approximately half of our members "Change Member Level" annually. Of those, ~2/3 we can anticipate, the other ~1/3 we can not. Years 2-4 of membership are when almost all of the level changes occur. So we get a member in the door, make a good impression their first year, then for the next 2-4 years, all they get from us when they return is some non-customized raw-format junk mail that is meaningless to them, using terms that are unfamiliar and meaningless to them, rather than my customized "Welcome!" email that they SHOULD get which contains all the information and policy they need for the year. There is no automated way to send this out.

        I just discovered after 4 years of using Wild Apricot that those Level Change members have not been receiving their Welcome email that I've so carefully crafted for each membership level. I now have to figure out some manual way to send Level Change members the information that they need, but there is also no good way to search for Level Change members to send those emails once they're active, which is the only time a Welcome email should be sent. This is a gigantic problem.

        There is no reason that everything else that is sent to our members is customizable EXCEPT this. It's inexcusable that we pay Wild Apricot $100/mo at a professional level and can't reach HALF our 500-family membership automatically unless we comb through and send manual emails to each individual member.

        The "Level Change Initiated" email is redundant junk mail since they get an invoice already, and obviously, they know they've changed their level. At least the "Level Change Completed" email confirms their registration was received, even though it's worthless beyond that. Those two emails alone train my members not to bother opening the emails they receive from us. They get THREE emails after they hit "submit" with nothing they don't already know. Most of the time they have written their check and dropped it in the mail before they have even gotten those emails. Why should members who change their level be treated so callously while everyone else is allowed to get the information from us that they need?

        This needs to be fixed NOW as it is negatively affecting our member retention due to perceived poor communication that is completely out of our control. This makes me consider going back into Excel Hell if $100/month can't even get half of my members a simple automated CUSTOMIZED welcome email after their payment is received. Wild Apricot, you need to do better.

      • BeardoBeardo commented  ·   ·  Flag as inappropriate

        Be able to customize eMails "Member level change initiated" and "Member level change succeeded"

      • Jon CrossnoJon Crossno commented  ·   ·  Flag as inappropriate

        It would be great if there were a way to customize the "Member level change initiated" and "Member level change succeeded" emails. All of the other membership emails can easily be branded with the organization's logo, and customized text can be applied to them that would be very helpful and specific to the various membership levels. However, not being able to customize the level change emails may make it more difficult for our members to understand what is going on, and they may be unaware that they are "official" emails.

      • Dale KoetkeDale Koetke commented  ·   ·  Flag as inappropriate

        We have scenarios where members need to move to a different membership level (for instance due to age). I have no way to enforce this in Wild Apricot, so a reasonable approach is that I bulk move them. The problem is that they all receive this membership level change which looks a lot like they were renewed and billed since the program price is shown. Then I need to spend time explaining what this means and making excuses for the Wild Apricot platform. I have done extensive modification of the other email templates to match our scenarios as well as providing a professional, branded experience. This one automatic email causes me a lot of trouble as mentioned above. I know the WA team been focused on the much improved CMS, but please take this feature under request for the coming months!

      • BenBen commented  ·   ·  Flag as inappropriate

        We would love an opportunity to customize the email sent after a membership level change.

        Just like when a member renews, we would like to thank them, and let them know about all the great stuff they signed up.

        We also have admins that keep track of these emails to glean important details for other club functions. As such, we need to add customized information into the email (like renewal date, address, etc).

        Thanks!

      • mspreitzmspreitz commented  ·   ·  Flag as inappropriate

        Following is an example of an e-mail whose template I want to control.

        From: "WCSSG" <WCSSG@roundtablelive.org>
        To: "Four Test" <test4@WestchesterCeliacs.org>
        Date: 01/31/2011 12:51 AM
        Subject: Membership level change at WCSSG

        Dear Four Test,
        Membership level change in "WCSSG" is initiated.
        http://WCSSG.roundtablelive.org

        Your registration data:

        Name : Four Test
        E-mail : test4@WestchesterCeliacs.org

        Membership Level : prospect (Free)
        Membership status : Active
        Member since : 31 Jan 2011
        Renewal date: Never

        Payment instructions:
        (and here appears our payment instructions "For member transactions and member profile notice")

      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        That particular thread was just a question/answer. I merged your post to the relevant wishlist request thread.

      • mspreitzmspreitz commented  ·   ·  Flag as inappropriate

        Yes, until the template is customizable please we need this info. And, once the template *is* customizable, there need to be macros we can use for both the old and new membership level.

      • JnelsonmooreJnelsonmoore commented  ·   ·  Flag as inappropriate

        When I as administrator receive the email informing me that a member has changed to a different membership level, I would like to know what was the old and the new level. Some membership level changes require an additional action on my part and some don't. It would save me a step if I could see immediately what the change is. Also, even when I go in to the system and look them up, I see the new membership level, but I may not be able to determine what the old level was.

        My request: Add old level and new level to the changed membership level email.

        Judy

      • Sharon GrahamSharon Graham commented  ·   ·  Flag as inappropriate

        This is very important. I think that the message is currently a very raw unformatted email. This should be customizable. We expect that a large number of our free members will upgrade this year. It does not make a good impression to have such a plain text standard message when they are paying to upgrade.

      • mspreitzmspreitz commented  ·   ·  Flag as inappropriate

        When a member initiates a membership level change, Wild Apricot automatically sends an e-mail message that I can not customize. I want to customize that e-mail. I also want to customize the one that is sent when the membership level change is completed. The current non-customizable messages are not good for my organization.

      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        Can you elaborate what particular email you are referring to? (Copy-paste contents of a sample one if you have it)

        The reason I am asking is that members should receive an invoice email already for level changes - and you can (and should) customize invoice email to include your address.

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