Differences

This shows you the differences between two versions of the page.

--- member_balance_bulk_email [2022/05/27 07:03] – created mibase
+++ member_balance_bulk_email [2022/05/27 07:30] (current) – mibase
@@ Line 5: / Line 5: @@
-The members bulk email function can be used to send email reminders to members owing money.
+The members bulk email function can be used to send email reminders to members owing money, typically sent at the end of the month.
 **Go to Members**
-from the filters select box select **Members Balance**
+  - from the filters select box select **Members Balance**
-Sort the list in order of Balance - arrows to the right of the column heading
+  - Sort the list in order of **Balance** - arrows to the right of the column heading
-Click Grey **Email** button on the RHS of the page to display the email detail box
+  - Click Grey **Email** button on the RHS of the page to display the email detail box
-select the **mem_owe** template
+  - select the **mem_owe** template
-select the members that you want to send a reminder to (the ones with highest balance)
+  - select the members that you want to send a reminder to (the ones with highest balance)
-click blue  **Send email** button
+  - click blue  **Send email** button
+Note: before sending this email please review the **mem_owe** template to check the contents of the email. To edit the Template go to **Home - Template - select mem_owe** (id: 201).
+To add the member balance to the email insert the bookmark <color #ed1c24>[balance]</color>.
+<color #ed1c24>Test your template by sending a test email to a dummy member with a negative balance</color>
+{{:bulk_email:image_17.jpg?800|}}