member_balance_bulk_email
Member Bulk Emails
Member Balance Sheet - Email reminder
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
- 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
- select the mem_owe template
- select the members that you want to send a reminder to (the ones with highest balance)
- 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 [balance].
Test your template by sending a test email to a dummy member with a negative balance
member_balance_bulk_email.txt · Last modified: 2022/05/27 07:30 by mibase