cividesk's blog

How do I automatically send an email to welcome new members?

This is different from the email receipt, sending to a new member when they sign up online or when the membership is recorded manually by a staff member.

A: Go to Administer>Communications>Schedule Reminders and select "Add Reminder".

Give your automatic email a name such as "Membership welcome email" and choose "Membership" from the drop-down Entity menu. Then select the membership type(s) to whom the email should be sent. Hint: hold down the Ctrl key to select more than one membership type.

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