PDF with receipt

EMAILS, RENEWAL PROCESSING

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PDF with receipt

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It is possible to create a bespoke email to send out with the receipt and this email can have a PDF attached.

  1. Create a DOCUMENT to hold the pdf. Having done so go back into the created document and attach the PDF.
  2. Create a template and use the data source of “Online renewal confirmation” write your email and then attach the PDF you created in step one.
  3. In SETTINGS – CUSTOM FIELDS scroll down to the field marked “Email template to send to member after online renewal” select the template you have just written.

Now when-ever you send out a receipt, this letter will accompany it instead of the system default email.

 

There are other data sets that can be used for other situations.

“Online application invitation”   – Sent to a new member

“Online application confirmation” – Sent on receipt of a new member application

“Online renewal invitation”  – Sent to existing members asking them to renew

“Online renewal confirmation” – Sent to existing members after receipt of membership fees.

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